3.3.9.1 Adding Data to Table – Forms created using Data Entry

For Data Management through Data Entry.

1. Navigate to the Inbox by clicking the Inbox button on the home page.
   The Inbox page is displayed.
2. On the Inbox page, select the required Issue for which you need to create an Action.
3. Select Data Entry in the Action Type.
4. You can edit the Description, Criticality, Start Date, Target Date, Owner, Comments, and Attach Documents fields.
5. Click View more to open Data Entry tile.
6. Select the Form ID. Refer to Creating Forms Using Data Entry Option for creating the form.
7. The Data Entry form for the Stage table associated with the Form Id is displayed.
8. Click on Add [+] button to start adding data.
9. Enter data as in accordance to the Data Type for the specific field in the table.
10. Click Update to add to data list.
11. Repeat the above steps to keep adding data.
12. To modify any row, select Edit from the Actions column for that row.
13. To Delete any row(s), select the intended row(s) and click the Delete icon to delete the selected row(s).
14. Once Data is added / modified to satisfaction, click on Save in the inner Data Entry window.
15. You can return to the Saved form any number of times before Submitting the Action. The Data Entry form will be available in Draft status as along the user Saves the form before going back to the Action screen.
16. To return to the form, select the form in and select Draft from the Status.
17. When the form is ready to be submitted, click the Submit button on the Action screen. The Action goes to the Action owner for approval.
18. Once the Action Owner approves the action, the form is ready to be Published.
19. Refer to Approve an Action and Return an Action for Approving or Returning the action.
20. Refer to Publish an Action to Publish the Data Entry action.

    Note:

    Entities list is cached in a service, which gets refreshed every 2 hours. When you create a new dimension via Catalog, it would get reflected after the next refresh cycle.