Data Entry – Forms Created Using Designer

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. For more information, refer to User Role Mapping and Access Rights.

Complete the following procedure, to update/delete data in the table records:

1. Click Menu button in the required Forms Definition from the Data Entry Page.
2. Click Edit.
   The Entity Details Page is displayed.
   The records are classified based on the following Status:

   • Draft – Records that are created but not submitted. In Draft state, you can add, new rows or delete/edit an existing row submit for Auto-approval.
   • Ready – Records that are approved. You can only edit the records.
   For adding/deleting records and editing existing draft or Ready records, refer to the following sections: