Creating Forms Using View

View Definition Type creates new forms based on Database views.

Using the forms created with views, You can download the Database data in CSV format.

1. Select View Option in Create New Form Definition pane.
2. Enter the following details:
   • Code - Unique Form Code. This value is auto-generated.
   • 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. Click Apply.
   The View Selection tab is displayed.
4. Click Apply, to proceed to the Attribute Selection Tab.
5. Click the drop-down arrow in the View Name field.

   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.

6. Click the check-box next to an Attribute Name, to include the Attribute in the Form definition.

   To remove the attribute from the form definition, uncheck the selection.

7. Click Filter to apply filters to the form definition.
   For more information, refer Creating Attribute Filters for New Form Definitions.
8. Click Apply, to access the Data Preview Tab. You can view the sample form based on the selected view, attributes and filter conditions.
9. Click Download CSV to download the preview data.
10. Click Save as Draft if you want to save the Forms Definition in draft format.
11. Click Submit if you want to submit the Forms Definition for approval.