4.4.1.5.3 Creating Forms Using Data Exporter

Forms created using Data Exporter are used to export table data to CSV or JSON format.

While creating forms using Data exporter, you can also include filters and dynamic placeholders to view and export specific set of data.

To create forms using Data Exporter:

1. Select Data Exporter in Create New Form Definition page.
2. Enter the following details:
   • Source - Select the input source as table/view.
   • Code - Unique Form Code. This is auto-generated.
   • Name - The name of the form in Form Name. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Description - The Form Definition description. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Row Limit Per File - The number of maximum table rows allowed per file.

     The minimum number of rows is 100 and the maximum limit is 100000.

     For example, if you have 500 rows in a table and the row limit is set to 100, then the table is split into 5 files.

3. Click Continue to proceed with the Entity and Attributes Details tab.
4. Select the table that you want to modify in the Primary Entity Field.
   If the selected table have child tables, the child tables is also displayed. You can select the required Child tables for which you wish to input the data during data entry.

   Note:

   You can select up to four Child tables only for each Master table.
5. Select the Filter from the existing filters in the drop-down list or click Filter to apply a new attribute filter to the form definition.
6. Click Select columns to view only specific columns.
7. Enable Auto Approve if you want the Forms Definition to be automatically approved from Forms Definition Summary page and is enabled for data entry.
   Alternatively, you can also get the form approved manually. For manual approval, disable the auto approve option.
   A user with the required role can then perform the data entry without the need for an approval process. For more information, see User Role Mapping and Access Rights.
8. Click the drop-down arrow corresponding to the table in the Entity Name, to view the source attributes from the table and the mapped attributes from the Excel file.
   If the selected table has Child tables, the Child tables that you select from the Mapped Entities tab are also displayed in the Attributes tab. You can configure the attributes for the master table and its child tables.
9. Click Continue to access the Data Preview tab preview the form data.
10. Click Submit if you want to submit the Forms Definition for manual/auto approval.
    For more information refer to Approving and Rejecting New Form Definitions. After approval/auto approval, the form is added to the Form Definition Summary.