3.4.9.2.1 Adding/Editing a Draft Record

To Add or Edit a draft record, follow these steps:

1. Select Draft from the Status drop-down list.
   The entity records with Draft status are displayed.
2. To add a new record, click Add.
   A new entry with Draft Status is added to Entity details page. This entry is empty. Edit the record to add the attribute details.
3. To edit a record, click Edit next to the record.
   The Edit page is displayed.
4. Enter the values in the attributes that you want to modify and click OK.
   You can repeat the steps for all the records for which the data needs to be entered.
5. Click the modified record in draft status, and then click Submit for Approval or Submit with Auto Approval.
   If the record is submitted with Auto approval, it is approved instantaneously.
   If the record is submitted for approval, 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.
   After Approval, the status is changed from Draft to Ready. Refer Editing Approved Records, to edit the records in Ready Status.

   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 Enabling Data Security for New Form Definitions.