5.1.3.1 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.
   For more information about creating various form definitions:

   • Creating Forms Using Excel Upload
   • Creating forms using Data Exporter
   • Creating Forms Using Data Entry

• 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.
• Creating Forms Using Data Entry Option
  Use the Data Entry option to create a Forms Definition and select the table and attributes that you want to modify.
• Creating Forms Using Data Exporter
  Forms created using Data Exporter are used to export table data to CSV or JSON format.
• Creating Data Filters for New Form Definitions
  Filters help to view and export specific set of data from data exporter forms.
• Enabling Data Security for New Form Definitions
  Data security conditions allows you to apply certain filters when a user performs the data entry for the table records for each approved Forms Definition from the Data Entry page.
• Enabling User Security for New Form Definitions
  The User Security option helps you to select the users/user groups who can add, edit, delete and/or authorize data entry.