Run data entry in web forms

User |

Open data entry forms from the cockpit

Application database > Processes tile > select process > Contributor > select step tab

Navigation panel > Contribute > Processes > select process > Contributor > select step tab

  1. Select an entity from the hierarchy: the workflow of the entity’s tasks on the step will appear in Workflow.

  2. Click on the icon relating to the desired data entry form, then choose Open Form in Web or Open Form in Excel.

  3. If the form is not associated with any task workflow, in Actions, click and then or next to the desired form to open it in web interface or the Excel add-in.

Open the data entry form from the Forms tile

Forms tile > click grouping of forms > (next to form)

Forms tile > Reporting > Forms grouping (next to form)

Forms tile > click grouping of forms > (next to form) : the form will open in Excel

Entering data in forms

The form’s editable cells appear in yellow, or a different colour chosen by the user. To run data entry, enter data in editable cells (see Data entry forms: cell editability).

Delete records from the form

To delete records from transactional forms with a Line by Line matrix, click in the Status column.