3.3.9 Create an Action for Data Management – Data Entry and Excel Uploads through DMI

To Add/Edit data directly in the Stage master entities, follow these steps:

Ensure the DMI forms have been created and approved for the specific entity before making any changes.

• For detailed steps on creating a DMI form, refer to:
  • Creating Forms using Excel Upload: For bulk entries through Excel uploads.
  • Creating Forms using Data Entry: For single or limited entries through the Data Entry Designer form.

Once the DMI form is ready and approved, you can proceed with adding, modifying, or deleting data in the Stage Master.