This topic describes how to add data to a form and manage the data in the form.

Prerequisites

A form is created. For more information, see Create a form.

Background information

  • The developer of a form and the administrator of the project workspace in which the form is created can manage all the data of the form.
  • If the form is not shared with you or you have only the public URL of the form, you cannot manage the data of the form.

Add data to a form

  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, find the form to which you want to add data, and click the 1 icon in the Actions column. 2
  4. On the All data tab of the Data management page, click Add Form.
  5. In the dialog box that appears, enter the data that you want to add and click Submit.

Import multiple data records at a time

When you import multiple data records at a time, the files to be uploaded must comply with the following requirements:
  • The table header and content of the file to be uploaded cannot be empty. The file cannot contain merged cells.
  • Use the Chrome browser to upload the file.
  • The file must be an XLS or XLSX file.
  • The file size is at most 50 MB, the number of rows is at most 30,000, and the number of columns is at most 100.
  1. On the All data tab of the Data management page, click Batch Import.
  2. In the Import data in bulk dialog box, read Upload file requirements, click the Download icon to download the Excel template, and then configure the parameters in the template based on the file requirements.
  3. Select or drag and drop the file and click Confirm. Import data in bulk

Export multiple data records at a time

  1. On the All data tab of the Data management page, click Batch export.
  2. In the Export dialog box, configure the following parameters:1
    • Export name: the custom name of the Excel file to be exported.
    • Export content: You can select one of the following two options to export data:
      • All data: specifies that all data is exported. If the number of data records exceeds 10,000, the first 10,000 data records are exported.
      • Query conditions and display field filtered data: specifies that only the data records that are filtered based on the specified filters and field display settings are exported.
  3. Click Confirm.

Query the data in a form

  1. On the All data tab of the Data management page, configure Submitted By, Modified By, Submission Time, and Modification Time.
  2. Click Query.

Reset filters

If you want to clear the configured filters at a time after you configure the filters, you can click Reset to reset the filters.
  1. On the Data management page, click the All data tab.
  2. Click Reset to clear the filters.

Edit filters

You can edit the filters to configure the fields to be displayed in the filters.

  1. On the All data tab of the Data management page, click the Filters icon.
  2. In the Edit query conditions dialog box, you can perform the following operations:
    • Click Select All to display all the filters.
    • Select the filters that you want to display. The selected filters are displayed.
      Note By default, Submitted By, Modified By, Submission Time, and Modification Time are selected.

Configure fields to be displayed

You can configure the fields to be displayed in a form.

  1. On the All data tab of the Data management page, click the Configure fields to be displayed icon.
  2. In the Set display field dialog box, you can perform the following operations:
    • Click Select All to display all fields.
      Note By default, all the fields in a form are displayed.
    • If you clear a field, the field is not displayed in the form.

Edit records in a form

  1. On the All data tab of the Data management page, find the record that you want to edit and click the Edit icon in the Actions column.
  2. In the dialog box that appears, edit the record and click Edit.

Delete a record from a form

  1. On the All data tab of the Data management page, find the record that you want to delete and click the Delete icon in the Actions column.
  2. In the message that appears, click OK.

Export records from a form

You can select the records that you want to export.

  1. On the All data tab of the Data management page, select the records that you want to export from the form.
  2. Click the Export icon to export the selected records.

    You can also select Select All and click the Export icon to export all the records.

Delete records from a form

You can select the records that you want to delete.

  1. On the All data tab of the Data management page, select the records that you want to delete from the form.
  2. Click the Delete icon to delete the selected records.

    You can also select Select All and click the Delete icon to delete all the records.

Query import records

On the Import Record tab, you can manage Excel files that are imported at a time.

  1. On the Data management page, click the Import Record tab.
  2. Configure the filters and click Query. 15
    • file name: the name of the uploaded Excel file.
    • Upload record id: the ID of the uploaded Excel file. The system automatically generates the ID.
    • Imported By: the alias of the person who uploaded the file.
    • Import time: the time when the Excel file was imported.
    • Import Status: the status of the imported Excel file. A record can be in the Data is imported. or Import Failed state.
    • Actions: Click the Delete icon to delete the record.

Reset filters for querying import records

If you want to clear the configured filters at a time after you configure the filters, you can click Reset to reset the filters.
  1. On the Data management page, click the Import Record tab.
    The following figure shows that the filters are configured. 15
  2. Click Reset to clear the filters. Reset