Editing a Rejected Record

You can edit the records that are in draft status and send them approval to the user with the necessary role.

Before you Begin

The role DMIDATWRTE (Data Entry Write) must be assigned to you if you want to edit a record for Data Entry.

Procedure

To edit a record, perform the following steps:

1. Select Draft from the Status drop-down list.
2. Click Edit in the record that you want to edit.
   The Edit pane is displayed.

   Figure 9-15 Edit pane for Attributes in Each Record

   
   

   

   
   
3. Modify the required attributes, and then click OK.
4. Select the record and then click Send for Approval.
   The modified record is now in Draft status. A user with the necessary role can approve the record.

   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 an incorrect value is entered, the record gets rejected by the application and the approval is 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 Excel Upload.