Add, Edit, or Delete a Data Form Entry
You can create and manage all data form entries in your application on the Data Form Entries page in Settings. Data form entries are the data that a user can look up and populate in a standard or custom form.
To review all data form entries in Case IQ, select the “Data Form Entries” option on the Data tab.
Before Adding Data Form Entries…
Adding entries for a data form is the second step in the data form configuration process. Before adding entries, make sure to add a data form template (see Set up a Data Form) to set up the form in which you will enter the data to create its entries.
Add a Data Form Entry
To add an entry, click the Add Data Form Entry button on the Data Form Entries page. Fill in the data form template with information for one entry that you want a user to be able to auto-populate into a standard or custom form. After filling in the form, click the Save button or the “Save and Add New” or “Save and Copy” options in the Options (
) button menu to quickly add another entry.
Have a lot of entries to add?
You can import data form entries into Case IQ in bulk via a Secure File Transfer Protocol (SFTP) integration. Contact your Account Manager to learn more about Case IQ's SFTP data import functionality.
Edit a Data Form Entry
You can update a data form entry from the entry's page:
- Click the Edit button.
- The entry's page will now be in edit mode. Use the text boxes, picklists, radio buttons, and other data input options to update the data form entry's information.
- When you have completed your changes, click the Save button.
Your updates to the data form entry will now be available for users auto-populating standard or custom form sections. However, the system will not retroactively update form fields that have already been filled in using the entry and they will retain the data set by a user.
Delete a Data Form Entry
If you need to permanently remove a data form entry, you can delete it from the Data Form Entries page or from an entry's page directly. Deleting an entry removes it from the data form’s search results on a standard or custom form moving forward. Similar to picklists, fields will retain the data set by a user, even if the data form entry that was used to fill in the field has been deleted.
If you only need to delete a single entry, navigate to the entry's page. Click the Options () button on the entry's page, then select the "Delete" option.
You can also delete multiple entries from the Data Form Entries grid. Select the checkbox for each row you would like to delete, then click the Delete button above the grid.