5.1.2.1 Creating New Forms in Form Builder

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 :
  1. In the DMI Summary page, click Add, to access the Designer - Configure page.
  2. Select the form definition type as follows:
    • Excel Upload – creates form based on uploaded Excel sheet.
    • Data Exporter – creates form based on an entity table.
    • Data Entry – creates the form based on the entities, attributes and rulesets provided by the user.