4.3.3 Form Builder

Access the list of Form definitions already created in the environment.

The Form Definitions Summary lists all the existing Form Definitions in the application.

You can create forms from the Form Designer View. The forms in the application are created with details configured for data maintenance and require authorization for use after creation. You can also edit, view, and delete forms, from the Forms Definitions Summary, based on the assigned roles and privileges. For more information, refer User Role Mapping and Access Rights.

To view the Form Definitions Summary:

1. Click Data Maintenance Interface.
2. Click Form Builder in the DMI navigation list to access the Form Definitions Summary.
   The following details are included the Summary page.

   • Name - The unique name of the Form Definition
   • Description - The Form Definition description.
   • Type - The form definition type:
     • Excel Upload – creates form based on uploaded Excel Sheet.

       Note:

       Microsoft Office 2016 Standard version as well as Office 365 version are supported.
     • Data Exporter – creates form based on an entity table.
     • Data Entry – creates the form based on the entities, attributes and rulesets provided by the user.
   • Status - The processing status of the form definition. The various processing statuses are:
     • Draft – when the form is under development and is yet to be submitted for approval.
     • Pending Approval – When the approval is pending.
     • Approved – When the form definition is approved.
   • Created By - The Username of the logged in User who created the form.
   • Actions - View, copy or edit or amend a form definition.
   • Info - The form definition details including:
     • Created Date
     • Last Modified By
     • Authorizer
     • Authorizer comments
   Use Search to quickly access the required forms or check the Forms tile to view a list of existing forms. To search for a specific Form Definition, input search terms in the Form Name or Description field, or use a combination of both, and click Search. Click Cancel to clear the search criteria and view all form records.
   Sort the Form Definition based on Name, Description, and Created By fields. You can also sort the page in ascending/descending order.
   To filter and view Form definitions with a specific processing status, click the respective status name at the top of the page.

• Creating New Forms in Form Builder
  Form creation involves selecting entities, displaying columns with attributes on the form, and if required, selecting authorization of data. Security settings provide for the creation of specific-user access for the forms and authorization.
• Approving and Rejecting New Form Definitions
  You can validate and approve the new Forms Definition if you have the required role assigned to you.
• Managing Form Definitions
  You can view, edit, copy, and delete the existing Form Definitions from the Form Definition Summary Page, based on the assigned roles.
• Viewing Form Definitions
  You can view the form definition details using the View option, based on the assigned roles.
• Editing/Amending Form Definitions
  You can modify both approved and rejected form definitions, based on the assigned roles.
• Copying Form Definitions
  You can copy individual Definition Details, to recreate another new Definition, if you have assigned roles.
• Deleting Form Definitions
  You can delete the form definitions that are in Draft status, based on the assigned roles.