4.5.2 Creating Forms Using Data Entry Option

Use the Data Entry option to create a Forms Definition and select the table and attributes that you want to modify.

You can enter the values for the table records in the approved Forms Definition from Data Entry, after the new Forms Definition is approved from the Forms Definition Summary Page.

To create a forms definition:

1. Select Data Entry in Create New Form Definition page and enter the required details.
2. Enter the following details:
   • Code - Unique form code. This value is auto-generated.
   • Name - The form name. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Description - The form definition description. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Threshold - The maximum number edits allowed per row.
3. Click Continue to access the Entities tab.
4. Select the table that you want to modify in the Primary Entity Field.
5. Click Continue, to proceed with the Attributes tab.
6. Select the Filter from the existing filters in the drop-down list or click Filter to define a new one for the form definition. The use of Filters is optional.
7. Click the drop-down arrow corresponding to the table in the Entity Name, to view the attributes in the entity table.
8. Select the attributes for which you want to modify the data from the Attribute Name.
9. Click Continue and proceed to the User Security tab.
10. Click User Security to select the user or user groups who can perform data entry to maintain the data in the table. For more information, refer Enabling Data Security for New Form Definitions.
11. Click Submit if you want to submit the Forms Definition for manual/auto approval.
    For more information refer to Approving and Rejecting New Form Definitions. After approval/auto approval, the form is added to the Form Definition Summary.