7.2.2.2.5 Data Preview

This final step allows users to preview the data extracted from the uploaded Excel file before submitting it. It helps confirm that the data has been correctly mapped, validated, and is ready to be imported into the system. The data preview displays the records exactly as they appear in the Excel file.

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.

   Once a Data Entry Form is created, the user with the necessary role can add and also update the values for the table records as per the configuration in the Forms Definition. Issues and Actions Governance is followed for adding, approving and Publishing Data using the form.