Data Entry for Forms created by using the Designer Option

If the Forms Definition is created by using the designer option, the user with the necessary role can enter the values for the table records as per the configuration in the Forms Definition. This user can also add or delete records. These records are then submitted for approval to another user with the necessary role.

Before you Begin

The following roles must be assigned to you if you want to perform data entry using Forms Definitions that are created by using the Designer option:

• DMIDATAREAD (Data Entry Read): View Data Entry. This role does not allow view, edit, and add actions for each Forms Definition.
• DMIDATWRTE (Data Entry Write): Add, edit, or copy records for data entry.
• DMIDATDEL (Data Entry Delete): Delete a record for data entry.

Procedure

To perform Data Entry for the table records in a Forms Definition created by using the Designer option, perform the following steps:

1. Click Menu button in the required Forms Definition from the Data Entry page.
2. Click Edit.
   The Entity Details page is displayed.
3. Select Ready from the Status drop-down list.
   The entity records that are ready for entering data are displayed.
4. Click the Edit icon on the record for which you want to enter data.
   An edit pane is displayed.
5. Enter the values in the attributes that you want to modify, and click OK.
   The status of the modified record is changed from Ready to Draft. You can repeat the steps for all the records for which the data needs to be entered.
6. Select Add if you want to add new records.
   The new records are displayed in Draft status.
7. Select the required record and select Delete if you want to remove records that are in draft status.
8. Click the modified record in draft status, and then click Send for Approval.
   The record is sent for approval and is changed to Awaiting status. A user with the necessary role can approve these records. For more information, see Approving and Rejecting Records after Data Entry.

   Note:

   If the user has configured the Participate In Data Security option while creating a Forms Definition, you must enter the value as per the configured condition. If you enter a value that does not meet the condition, then the record is rejected by the application and the approval gets failed. You can view the details of the rejection by using the Audit Trail option for each record.

   For information on the Participate In Data Security option, see Creating Forms Definition Using Designer.

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