5.1.3.2.1 Adding/Editing a Draft Record

You can add a record to the table or edit a record set in the Draft status. The added record is set to Draft status.

When adding/editing a draft record, the data is displayed as entered in the UI. You can view/modify data in the personal information (PI) columns based on the assigned roles. For more information about the roles, refer to User Role Mapping and Access Rights.
To add or edit a draft record:
  1. Select Draft from the Status drop-down list, to view all the entity records set to Draft status.
  2. To add a new record, click Add.
    A new entry set to Draft status is added to Entity details page. This entry is empty. Edit the record to add the attribute details.
  3. To edit a record, click Edit next to the record.
  4. In the Edit page, enter the values in the attributes that you want to modify and click OK.
    You can repeat the steps for all the records for which the data needs to be entered.
  5. To modify all the entries in a specific column, click Bulk Update.
    1. Select the column to modify the data.
    2. Enter the new value and click OK.
  6. Click the modified record in draft status, and then click Submit for Approval or Submit with Auto Approval.
    If the record is submitted with auto approval, it is approved instantaneously.
    If the record is submitted for approval, is sent for approval, and is changed to Awaiting status. A user with the necessary role can approve these records. For more information, see Approving and Rejecting Records after Data Entry.
    After approval, the status is changed from Draft to Ready status. Refer Editing Approved Records, to edit the records in Ready status.

    Note:

    If the user has configured the Participate In Data Security option while creating a Forms Definition, you must enter the value as per the configured condition. If you enter a value that does not meet the condition, then the record is rejected by the application and the approval gets failed. You can view the details of the rejection by using the Audit trail option for each record. For information on the Participate In Data Security option, see Enabling Data Security for New Form Definitions.