5.1.4 Data Entry
The Data Entry feature of Data Maintenance Interface (DMI) enables you to maintain or modify the table data by using the Forms Definition that is created and approved from Forms Definition Summary page. For more information on Forms Definitions, see Creating Forms Definition.
If the approved Forms Definition is created by using the designer option, a user with the necessary role can add or modify the records in the table as per the configuration in the Forms Definition. These records are then sent to another user with the necessary permission for final approval.
If the approved Forms Definition is created by using an Excel file, a user with the necessary permission can verify and approve the records that are modified with the values from the Excel file. If the records modified by the Excel file are incorrect, the user can reject the records. The rejected record can be modified by a different user with the necessary role and can be sent for the final approval again. The Forms Definitions that are created by using an Excel file are labeled with an Excel icon in Data Entry.
- Viewing Data Entry
- Adding Data to Table – Forms Created Using Data Entry
If the Forms Definition is created using the designer option, the user with the necessary role can add or delete records and also update the values for the table records as per the configuration in the Forms Definition. - Forms Created Using Excel Upload
When a Forms Definition created using an Excel file is approved from Forms Definition Summary Page, the table records in the selected table are updated using the data in the Excel file. - Approving and Rejecting Records
A user with the necessary role can approve or reject the edited records. - Exporting Data Exporter Form Definitions
After creating data exporter form definitions, you can export or download the reports to CSV or JSON format. - Perform Excel Re-upload on an Approved Excel Form Definition
After an Excel form definition is uploaded and approved using the Form Designer/Builder screen, you can re-upload the Excel file with additional data, if needed.
Parent topic: Data Maintenance Interface