Form Designer Summary Page

Access the list of Form definitions already created in the environment.

The Form Definitions Summary lists all the existing Form Definitions in the application.
To view the Form Definitions Summary:
  1. Click Data Maintenance Interface.
  2. Click Designer View in the DMI navigation list to access the Form Definitions Summary.
    The following details are included the Summary page.

    Table 1-2 Field Description

    Field Description
    Name The unique name of the Form Definition.
    Status The processing status of the form definition. The various processing statuses are:
    • Draft – when the form is under development and is yet to be submitted for approval.
    • Waiting for Approval – When the approval is pending.
    • Approved – When the form definition is approved.
    Type The form 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.
    Description The Form Definition description.
    Created By The Username of the logged in User who created the form.
    On the Form Definitions Summary, use Search to quickly access the required forms or check the Forms tile to view a list of existing forms. To search for a specific Form Definition, input search terms in the Form Name or Form Code field, or use a combination of both, and click Search. Click Cancel to clear the search criteria and view all form records.
    Sort the Form Definition based on Name, Description, and Created By fields. You can also sort the page in ascending/descending order.
    Enter the number of records to be viewed in a single page, in the Records box, at the bottom of the page. You can increase or decrease the number of entries that are displayed using the up and down arrows. To access a specific page, enter the page number in the Page Box at the bottom. For navigation between pages, utilize the provided navigation buttons.
    To filter and view Form definitions with a specific processing status, click the respective status name at the top of the page.
    You can create forms from the Form Designer View. The forms in the application are created with details configured for data maintenance and require authorization for use after creation. You can also edit, view, and delete forms, from the Forms Definitions Summary, based on the assigned roles and privileges. For more information, refer User Role Mapping and Access Rights.