3.3.3.6 Perform Excel Re-upload on an Approved Excel Form Definition

After an Excel form definition is uploaded and approved using the Form Designer/Builder screen, you can re-upload the Excel file with additional data, if needed.

To do this, use the Data View screen.

Note:

• You can re-upload Excel files for both manual and auto approved forms.
• This action depends on your assigned user role. To verify your permissions, refer to User Role Mapping and Access Rights.

To perform an Excel re-upload

1. On the Data View screen, click the action button corresponding to the Excel form and select Excel Upload. The Excel Upload UI appears.

   Note:

   If you have records in draft or awaiting status, you cannot re-upload the Excel file.
2. Click Drag and Drop and select the Excel file you want to upload. Note: Make sure the file matches the correct form definition. To ensure your file uses the right format, download the template using the File Template button.
3. Review the information shown in the Data Preview section.
4. Click Submit for approval.