3.4.1.6 Creating New Forms in Form Designer

Form creation involves selecting entities, displaying columns with attributes on the form, and if required, selecting authorization of data. Security settings provide for the creation of specific-user access for the forms and authorization.
To add a form, follow these steps:
  1. In the DMI Summary page, click Add.
    The Create Forms Definition page is displayed.
  2. Enter/select the following details.

    Table 3-16 Field Description

    Field Description
    Type Select the Definition Type:
    • Data Exporter – creates form based on an entity table.
    • Excel Upload – creates form based on uploaded excel sheet.
    • View – Creates form based on Database views.
    • Designer – creates the form based on the entities, attributes and rulesets provided by the user.
    Code The application generates a unique value for Form Code and does not require any input.
    Name Enter the name of the form in 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
    Created By The username of the logged in User who created the form.
  3. 3. Click Apply to create a new Form definition or Close to cancel the Form creation process.

    The New Form Configuration page is displayed based on the selected input type.

    For more information about each form creation method, refer to the respective sections: