3.4.1.5.4 Creating Forms Using Designer

Use the Designer option to create a Forms Definition and select the table and attributes that you want to modify.

You can enter the values for the table records in the approved Forms Definition from Data Entry, after the new Forms Definition is approved from the Forms Definition Summary Page.

To create a Forms Definition using the Designer option:

1. Select Designer in Create New Form Definition page.
2. Enter the following details:
   • Code - Unique Form Code. This value is auto-generated.
   • Name - Enter the name of the form in Form Name. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Description - The Form Definition description. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Created By - The username of the logged in User who created the form.
3. Click Apply.

   The Entities tab is displayed.

4. Select the table that you want to modify in the Primary Entity Field.
   If the selected table have child tables, the child tables is also displayed. You can select the required Child tables for which you wish to input the data during data entry.

   Note:

   You can select up to four Child tables only for each Master table.
5. Select Enable Bulk Authorization, if you want to enable the bulk authorization of records while performing data entry.
6. Click Apply, to access the Attributes tab.
7. Click the drop-down arrow corresponding to the table in the Entity Name, to view the attributes in the entity table.
   If your table has Child tables, the Child tables that you select from the Entities tab also gets displayed in the Attributes tab.
8. Select the attributes for which you want to modify the data from the Attribute Name field.
9. Select Participate in Data Security if you want to configure a specific condition. The condition that you configure is applicable when a user performs the data entry for the table records for each approved Forms Definition from the Data Entry Page. For more information, refer Enabling Data Security for New Form Definitions.
10. Click Filter to apply attribute filters to the form definition.
11. Click Select Columns to search and select specific columns.
12. Click Apply, to access the Ruleset tab.
    The list of attributes associated with the parent and the Child tables are displayed in the Ruleset tab. Using the Ruleset tab, you can assign permission to add data during data entry for those attributes that are set to Editable mode. You cannot modify the key fields set in Read-only mode.
13. Select the check-box corresponding to Allow Add column for the attributes that you want to modify.
14. Click User Security to select the user or user groups who can perform data entry to maintain the data in the table. For more information about adding user security, refer to Enabling User Security for New Form Definitions.
15. Select Auto Approve if you do not want to approve the Forms Definition through the PMF workflow. When you select this option, the Forms Definition is automatically approved from Forms Definition Summary Page and is available for Data Entry.
    A user with the required role can then perform the data entry without the need for an approval process. For more information, see Enabling Data Security for New Form Definitions.
16. Click Save as Draft if you want to save the Forms Definition in draft format.
    Click Submit if you want to submit the Forms Definition for approval.