Quick BI:Manage forms

Prerequisites

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

Go to the Workbooks page

Go to the Quick BI the console and follow the instructions shown in the following figure to go to the Form Management page.

Edit

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, right-click the form that you want to modify and select Edit.

   You can also click the icon in the row where the form to be edited is located.

   

4. On the data form editing page, edit the data form.

   

Query

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, you can use one of the following methods to query data: Only the forms that I created are queried.

   Query data forms by name.

   

   Query data forms by filter time and creator.

   

Transfer and rename a workbook

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, right-click the form that you want to manage and select Properties.

   

4. In the Edit Properties panel, set the parameters that are described in the following table.

   Parameter	Description
   Name	You can rename the form. Note The data form name cannot be the same name in the same folder, but can be the same name in different folders.
   owner	Click the drop-down icon to select the user to which you want to transfer the form.
   Description	The description of the form.

5. Click OK.

Grant permissions on a workbook

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form Management page, right-click the form that you want to manage, and then select Collaboration Authorization.

   You can also click the icon in the row where the form is located.

   

Manage data

• The developer of a form and the administrator of the workspace in which the form is created can manage all data in 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 in the form.

  

URL sharing

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, follow the instructions in the following figure to go to the Share page.

   

4. On the Share with Private Link tab, copy the URL and send it to users with the view permissions.

Create Dataset

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, follow the instructions in the following figure to create a dataset.

   

4. In the Create Dataset dialog box, specify the name and location of the dataset and click OK.

Copy Form

Copy a form to copy a form that has the same control configuration and layout. This helps you quickly create the same type of form and improves the efficiency of filling the form.

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, copy the form by following the instructions shown in the following figure.

   

4. In the Save Settings message, click OK.

Move a form

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Form page, follow the instructions shown in the following figure to move the form.

   

4. In the Move Resource To panel, select the destination directory and click OK.

Delete a workbook

1. Go to the Forms page.

2. In the left-side navigation pane, click Form.

3. On the Data Form page, follow the instructions shown in the following figure to delete a form.

   

4. In the message that appears, click OK.