Creating Forms Definition Using Designer

You can use the Designer option to create a Forms Definition, and select the table and attributes that you want to modify. When the Forms Definition that you create using the Designer option is approved from the Forms Definition – Summary, you can enter the values for the table records in the approved Forms Definition from Data Entry.

To create a Forms Definition by using the Designer option, perform the following steps:

1. Click Financial Services Enterprise Modelling from the Navigation List on your Home page.
2. Click Common Tasks, Data Maintenance Interface, and then select Designer View. Forms Definition – Summary is displayed.
3. Click Create New icon.
   The Forms Definition pane is displayed.
4. Select the Type as Designer.
5. Enter a name and description for the Forms Definition, and click Apply.
   The Entities tab of the Configure page is displayed.
6. Enter the name of the table that you want to modify in the Primary Entity field.
   If the selected table have child tables, the child tables gets displayed here. You can select the required child tables for which you wish to input the data during data entry.

   Figure 9-6 Child tables

   
   

   

   
   

   Note:

   You can select up to six Child tables only for each Master table.
7. Select Enable Bulk Authorization, if you want to enable the bulk authorization of records while performing data entry.
8. Click Apply.
   The Attributes tab is displayed.
9. Click the table name in the View Name field.
   The attributes in the entity table are displayed.

   Figure 9-7 Expanded table

   
   

   

   
   
   If your table has Child tables, the Child tables that you select from the Entities tab also gets displayed in the Attributes tab.

   Figure 9-8 Master and Child tables in the Attributes tab

   
   

   

   
   
10. Select the attributes for which you want to modify the data from the Attribute Name field.
11. Select Participate in Data Security if you want to configure a specific condition. The condition that you configure is applicable when a user performs the data entry for the table records for each approved Forms Definition from the Data Entry page.
    For example, consider that you configure the condition DIM_ACCOUNT_COUNTRY_NAME = ‘INDIA’ for the reference table DIM_Account. When a user performs the data entry for this Forms Definition from the Forms Definition Definition Summary page and enters a country name other than ‘INDIA’, the record gets rejected by the application when another user approves this record.
    Complete the following steps if you want to configure Data Security for the Forms Definition:
    1. Select the check box in the Participate in Data Security column against the required mapping. The icon is displayed.
    2. Click the icon. The Data Security pop-up box is displayed.
    3. Select the required table based on which you want to build your condition from the Reference table drop-down list.
    4. Build your expression by selecting the required column, condition, and filter value.

       Figure 9-9 Expression for Data Security

       
       

       

       
       
    5. Click Apply. The filter condition is applied to the selected mapping.
12. Complete the following steps if you want to add filters to the Forms Definition:
    1. Click Launch Filter Condition. The Filter Condition pop-up is displayed.
    2. Build your expression by selecting the required operator, column, and filter value.
    3. Click Apply.
    The filter is displayed in the Filter Condition field.
    For example, consider the table dim_product_book that has the column v_product_code. The column has values ranging from 1 to 500. If you want to view or modify the records that have values less than 118 for the column v_product_code, you can create the following expression using the Filter Condition pop-up: ((DIM_PRODUCT_BOOK.V_PRODUCT_BOOK_CODE) < (‘118’)).

    Figure 9-10 Example for Filter Condition

    
    

    

    
    
13. Click Apply.
    The Ruleset tab is displayed. This tab enables you to give permission to add data during data entry for those attributes that are in read-only mode. Attributes that you select from the child tables are also displayed in the Ruleset tab.
14. Select the checkbox against the Allow Add column for the attributes that you want to modify.
15. Click User Security to select the user or user groups who can perform data entry to maintain the data in the table.
    The User Security pane is displayed.
16. Enter the required user group or user to assign permissions from the Map Users / Groups field.
    When you select the user group or user, the permissions for each approved Forms Definition are displayed. These permissions are the actions that the selected user group or user can perform while performing Data Entry.

    Figure 9-11 User Security Options in the Entity Details page

    
    

    

    
    
17. Select the following permissions in the Map Users / Groups pane that the user group or user can perform for each Forms Definition from the Data Entry page:

    Table 9-4 Permissions in the Map Users / Groups pane

    Permission	Description
    Add /Edit	Add or modify records in an approved Forms Definition
    Delete	Delete records in an approved Forms Definition
    Authorize	Authorize the records in an approved Forms Definition
    Duration From	Optional. Select the start date for which the permissions are available to the user or user group.
    Duration To	Optional. Select the end date for which the permissions are available to the user or user group.

    Note:

    If you select a user group for User Security, you can view the users mapped to that particular group by clicking the icon.
18. Select DMI_WorkFlow from the Workflow drop-down list if you want the process of data entry to go through the Process Modelling Framework (PMF) workflow that you have already created.
    For information on PMF workflows, see the OFS AAI PMF Orchestration Guide.
19. Select Auto Approve, if you do not want to the Forms Definition through the PMF workflow. When you select this option, the Forms Definition is automatically approved from Forms Definition – Summary and is available for Data Entry. A user with the required role can then perform the data entry without the need for an approval process. For more information, see Data Entry for Forms Created using the Auto-Approve Option.
20. Click Save as Draft if you want to save the Forms Definition in draft format.
21. Click Submit if you want to submit the Forms Definition for approval.
    The Forms Definition is created and is displayed in the Forms Definition - Summary page in Awaiting status. If you have auto-approved it, the Form is ready for Data Entry.