You can use the forms feature of Quick BI to create a table for a data source and insert data to the table. This topic describes how to create a form. You can create a form only in the group workspaces of Quick BI Pro and Quick BI Enterprise Standard.

Prerequisites

  • A MySQL database is created. The account used to connect to the data source of Quick BI has permissions on the tables in the MySQL database. The MySQL database is used as the data source of Quick BI. The account must have the create, insert, update, and delete permissions on the database.
  • A data model is created. For more information, see Add a self-managed MySQL data source.

Procedure

  1. Choose Workspace > Forms.
  2. In the left-side navigation pane, select a group workspace from the workspace list. 1
  3. On the Forms page, click Create Forms.
  4. On the page that appears, click the icons in the toolbar. Then, configure the parameters based on your business requirements.
    Control option Control name Description
    Single line - 311 Single-line Text Box For more information, see Single-line Text Box.
    Multi-line - 311 Multi-line Text Box For more information, see Multi-line Text Box.
    Single-select Dropdown - 311 Single-select Dropdown For more information, see Single-select Dropdown.
    Number - 311 Numeric Text Box For more information, see Numeric Text Box.
    Date -311 Date For more information, see Date.
    Single Select - 311 Single Select For more information, see Single Select.
    Tree drop - 311 Tree drop For more information, see Tree drop.
    Page Breaks - 311 Page Breaks For more information, see Page Breaks.
    You can perform the operations in the following figure to add controls. Add a control - 311
  5. In the upper-right corner of the page, click Save.
  6. In the Save Settings dialog box, configure the parameters and click OK. 2
    Note
    • If you configure the parameters in the Save Settings dialog box, the configuration result is the same as the result of using Quick BI to create a table in a database. The value specified by the Physical Form Name parameter cannot be the same as the table name in the source database.
    • The values of the Physical Form Name and Field Name parameters can contain only lowercase letters, digits, and underscores (_). The values must start and end with lowercase letters or digits.
    You can view the created form on the Forms page. 4

    You can also view the created form in the database to which data is written.