4.5.1 Creating Forms Using Excel Upload

Excel Upload Definition Type creates new forms based on the uploaded Excel file that has column names as per the table in the application data source.

While creating forms using Excel Upload, you can also modify the mapping for the attributes. After the new form is approved from the Forms Definition Summary Page, users with the necessary role and permission can perform Data Entry for the records updated by the Excel file.

Note:

Make sure the Excel files are saved in the Microsoft Office 2016 Standard version. Excel files saved in Office 365 version cause compatibility issues.

To create forms using Excel Upload:

1. Select Excel Upload in the Create Form Definition page and add the following details.
   • Code - The 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.
   • Auto Map Entities - Enable this option to auto map the attributes in the Excel file with the attributes in the Entity Table.

     Note:

     Auto Map attributes feature does not always map all attributes between the user defined excel and the entities. In such a case where Auto Mapping fails, the user should manually map such attributes which were not auto mapped.

   At any point of time during the form creation, click Save to add the new form to the Form Summary. The form is saved in the Draft format. Click Actions and select Edit, to update the form definition.
2. Click Continue to access the File Upload tab.
3. In the File Upload tab, enter the following details:
   • Template Name and Description for the excel template.
   • Click Drag and Drop and select the excel file to update the required table.

     Note:

     You can also drag and drop the required excel file to the Drag and Drop area.

     The excel file is uploaded and a confirmation box is displayed, and the Mapped Entities Tab is displayed.

4. After entering the File Upload information, click Continue to access the Mapped Entities tab.
5. In the Mapped Entities tab, select the Primary Entity name of the table that needs to be modified.
6. Click Continue, to proceed with the Mapped Attributes tab.
7. Click the drop-down arrow corresponding to the table in the Entity Name.
8. Click the required mapping in the Override Mapping Column and enter the required attribute name if you want to change the default mapping.
9. Click Continue to proceed to the User Security tab.
10. Select the user or user groups who can perform data entry to maintain the data in the table. For more information about adding user security, refer to Enabling User Security for New Form Definitions.
11. Click Data Preview to preview the form data.
12. Click Save if you want to save the forms definition in draft format. The form is added to the Form Summary with Draft status.
13. Click Submit when Forms Definition is ready for approval. Post approval, the form will be available in the Data Entry Action in Issues and Actions. For more information refer to Approving and Rejecting New Form Definitions. After approval, the form is added to the Form Definition Summary.