2.4.8 Managing Form Definitions
You can view, edit, copy, and delete the existing Form Definitions from the Form Definition Summary Page, based on the assigned roles. For more information, refer to User Role Mapping and Access Rights.
In the Summary Page, highlight a specific Definition and click Action. The following options are displayed:
Table 2-16 Action Details
Action | Description |
---|---|
View | View the Member details for a specific Member Definition. |
Edit | Edit the Member details of a form definition. |
Copy | Copy the Member Definition Details and create another Member Definition by changing Alphanumeric Code, Numeric Code and Name. |
Upload | Upload a new Excel sheet for an Excel upload form definition. You need to delete the attached excel sheet before uploading the new data. |
Delete | |
Approve | If you have the required role, you can approve a new Form that is in Awaiting Approval status. For more information, refer to Approving a Forms Definition. |
Reject | If you have the required role, you can approve a new Form that is in Awaiting Approval status. For more information, refer to Rejecting a Forms Definition. |