7.2.2.4 Managing Form Definitions

You can view, edit, copy, and delete the existing form, based on the assigned roles.

To check about the assigned roles, refer to user-roles-and-privileges.

In the Designer window, click on the three dots under Actions. The following options are displayed:

Table 7-6 Action Details

Action	Description
Viewing Form Definitions	View the details for a specific form.
Editing/Amending Form Definitions	Edit/amend the details of a form.
Copying Form Definitions	Copy the specific form details and create another form by changing Alphanumeric Code, Numeric Code and Name.
unresolvable-reference.html#GUID-9A351B9C-7825-4AB2-B7C0-55B3A4BC3F89	Upload a new excel sheet for an excel upload form definition. You need to delete the attached excel sheet before uploading the new data.
Deleting Form Definitions	If you have the required role, you can delete a form that is in Awaiting Approval status.
Approving and Rejecting New Form Definitions	If you have the required role, you can reject a form that is in Awaiting Approval status.