Setting

Definition

This entry is locked by ...

Allows the record to be locked so that other individuals cannot make changes.

Description

Description of the Data Entry Form.

Owner

Name of individual who "owns" (is responsible for) the Data Entry Form.

Data entry form is associated with this MIE form ...

Each screen that allows records to be viewed/edited on the MIE is controlled by a form.  The form specifies the table and columns that are available to be presented for view/edit, along with the business rules to be applied before accepting any inputs.  A Data Entry Form uses the information of an established MIE form to extend entry of information out to a wider audience, and/or allow entry of information to be processed through a workflow before being permanently committed to the database.

Target option

Each top tab on the MIE is called an option (similar to a separate application).  This specifies the option under which the Data Entry Form will operate.

Submit data saved via this form to the following workflow ...

Connects the Data Entry Form to an established workflow.  If the Data Entry Form has been connected to a workflow, then any new records added via the Data Entry Form will be temporarily stored until such time as an approval is received via the workflow.  Once the approval is received, the record will be permanently committed to the database.  Until it is permanently committed, it will only be visible via the Data Entry Form.  Once committed, it will be visible through the standard MIE user interface.  If submitting to a workflow, it is advisable to send an acknowledgement email to the submitter (requestor) with a link to access the record that was just submitted (for future edit).

If the Data Entry Form is not connected to a workflow, then any records added via the form will be permanently committed to the database immediately upon a successful save.

HTML for data entry screen

This is the HTML that will be used to form the data entry screen.  Captions and input fields are inserted using Merge Tags.  General tags are also recognized and filled in when the form is rendered.

HTML for data entry screen instructions

This is the HTML that will be rendered in response to a click of a button on the form that causes instruction text to be displayed in a pop-up window.

HTML for login screen

Data Entry Forms can be specified, via the workflow process point, as auto-authenticating, or not.  When auto-authentication is not specified, the form will require the user to enter his/her MIE credentials in order to access the data record.  This setting defines the HTML that will be presented to the end user when being challenged to enter credentials, before the main Data Entry Form is displayed.  Essentially, this HTML is used to render the page that is displayed to the end user when the form requires authentication, and before the user has authenticated.