4.12.5 Forms Created Using Excel Upload

When a Forms Definition created using an Excel file is approved from Forms Definition Summary Page, the table records in the selected table are updated using the data in the Excel file.

The records are set to Awaiting status for the approved forms definition in data entry page. You can verify the records modified by the Excel file records and approve them if you are assigned to the necessary role. If the records modified by the Excel file are incorrect, you can reject the records. The status of the rejected records is changed to Draft. A user with the necessary role can edit the records in draft status and submit them for approval again.

• • To approve records, see Approving and Rejecting Records.
  • To reject records, see Rejecting a Record.
  • To edit a record in draft status, see Editing a Rejected Record.