7.2.1 Configuring Data Maintenance Forms

You can create forms from the Form Designer View. The forms in the application are created with details configured for data maintenance and require authorization for use after creation. You can also edit, view, and delete forms, from the Forms Definitions Summary, based on the assigned roles and privileges. For more information, refer To access the Data Maintenance Interface (DMI):

1. Login to your Oracle Cloud account, with the required credentials to access DMI.
2. Select the Profile button and click on Data Maintenance Interfaceto display the Forms Definition - Summary page. This section enables users to create and manage custom forms for data operations. It provides a summary of all existing DMI forms and an option to add new ones.

   Note:

   The navigation steps vary for different applications. Refer to the respective application documentation for accessing Data Maintenance Interface.
3. The following details are included the Summary page.
   • Name - The unique name of the Form Definition
   • Description - The Form Definition description.
   • Type - The form definition type:
     • Excel Upload – creates form based on uploaded Excel Sheet.

       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.
     • Data Exporter – creates form based on an entity table.
     • Data Entry – creates the form based on the entities, attributes and rulesets provided by the user.

   • Status - The processing status of the form definition. The various processing statuses are:
     • Draft – when the form is under development and is yet to be submitted for approval.
     • Pending Approval – When the approval is pending.
     • Approved – When the form definition is approved.
   • Created By - The Username of the logged in User who created the form.
   • Actions - View, copy or edit or amend a form definition.
   • Info - The form definition details including:
     • Created Date
     • Last Modified By
     • Authorizer
     • Authorizer comments

   Use Search to quickly access the required forms or check the Forms tile to view a list of existing forms. To search for a specific Form Definition, input search terms in the Form Name or Description field, or use a combination of both, and click Search. Click Cancel to clear the search criteria and view all form records.

   Sort the Form Definition based on Name, Description, and Created By fields. You can also sort the page in ascending/descending order.

   To filter and view Form definitions with a specific processing status, click the respective status name at the top of the page.