7.2.2.2.5 Data Preview

This final step lets users preview the data extracted from the uploaded Excel file before final submission. It helps verify if data has been correctly mapped, cleaned, and is ready for upload into the system.

1. Click Data Preview to preview the form data.
2. Click Save if you want to save the forms definition in draft format. The form is added to the Form Summary with Draft status.
3. 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.