Creating Forms Using Excel Upload

Excel Upload Definition Type creates new forms based on the uploaded Excel file that has column names as per the table in the application data source.

While creating forms using Excel Upload, you can also modify the mapping for the attributes. After the new form is approved from the Forms Definition Summary Page, users with the necessary role and permission can perform Data Entry for the records updated by the Excel file.

To create forms using Excel Upload:

1. Select Excel Upload in Create New Form Definition pane.
2. Select Auto Map Entities, to auto map the attributes in the Excel file with the attributes in the Entity Table.
3. Enter the following details:
   • Code - Unique Form Code. This value is auto-generated.
   • Name - The new 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.
4. Click Apply, to view the File Upload tab.
5. Enter the Template Name and Description for the excel template.
6. Click Drag and Drop and select the excel file to update the required table.

   Note:

   You can also drag and drop the required excel file to the Drag and Drop area.
   The excel file is uploaded and a confirmation box is displayed, and the Mapped Entities Tab is displayed.
7. Enter the Primary Entity name of the table that needs to be modified.
   If the table has Child tables, the Child tables are displayed in the Mapped Entities tab. You can select the required child tables for which data should be input during data entry.
8. Select Enable Bulk Authorization if you want to enable the bulk authorization of all the records when you edit an approved Form from Data Entry.
9. Click Apply. To update the data in the mapped attribute tab, click Apply every time you update the Mapped entities.

   After the data is updated successfully, you can view the Mapped Attributes Tab.

10. Click the drop-down arrow corresponding to the table in the Entity Name.

    The source attributes from the table and the mapped attributes from the Excel file are displayed. If the selected table has Child tables, the Child tables that you select from the Mapped Entities tab are also displayed in the Attributes tab. You can configure the attributes for the master table and its child tables here.

11. Click the required mapping in the Override Mapping Column and enter the required attribute name if you want to change the default mapping.
12. Click Select Columns to select the columns for bulk update, during Data entry.
13. Select Participate in Data Security if you want to configure a specific condition. The condition that you configure is applicable when a user performs the data entry for the table records for each approved Forms Definition from the Data Entry Page. For more information, refer Enabling Data Security for New Form Definitions.
14. Click Filter to apply filters to the form definition.
    This filters the data based on specified filter conditions. For more information, refer Creating Data Filters for New Form Definitions.
15. Click User Security to select the user or user groups who can perform data entry to maintain the data in the table. For more information about adding user security, refer to Enabling User Security for New Form Definitions.
16. Click Data Preview to preview the form data.
17. Select Auto Approve if you do not want to the Forms Definition through the PMF workflow. When you select this option, the Forms Definition is automatically approved from Forms Definition Summary page and is available for Data Entry. A user with the required role can then perform the data entry without the need for an approval process. For more information, see User Role Mapping and Access Rights.
18. Click Save as Draft if you want to save the Forms Definition in draft format. The form is added to the Form Summary with Draft status.
19. Click Submit if you want to submit the Forms Definition for approval. For more information refer to Approving and Rejecting New Form Definitions. After approval/auto approval, the form is added to the Form Definition Summary.