Upon completing a workbook submission, the next step is to create a submission area, setting parameters such as the area range and submission type. This topic guides you through the process of establishing a submission area for data submission.
Prerequisites
A data submission must be previously established in the workbook. For more information, see dataset submission, cell submission, workbook submission, submission control.
Procedure
Navigate to the workbook editing page where you intend to create the submission area and configure its details. Follow these steps:
Select the desired submission area and click Data Submission > Create Submission Area in the toolbar's upper right corner.
In the Create Submission Area dialog, configure the basic information, write settings, data validation, and feature settings for the current submission area.
Once configured, click the Finish button in the lower right corner of the dialog to complete the creation of the submission area. You can also manage existing submission areas on the workbook editing page.
Basic Information
In the Basic Information section, specify the area title and selection range for the submission area.
Area Title: Input the title of the submission area, reflecting its business purpose.
Selection Range: Define the workbook range designated as the data submission area. Adjust the submission range by clicking the
icon. 
Write Settings
In the Write Settings section, define the submission type, write method, and physical table write settings for the submission data.
Submission Type and Write Method
Submission cells fall into three categories: ordinary cells, submission tables, and dataset tables. The write method varies based on the type of submission cell chosen and is categorized as follows:
Without Dataset Tables: Includes purely ordinary cells, purely submission tables, or a combination of submission tables and ordinary cells. The write method is limited to adding new entries; modifications and deletions are not permitted, and a primary key is not required.
With Dataset Tables: Comprises purely dataset tables or a mix of dataset tables and ordinary cells. Choose between smart submission or submit after deletion as the submission type.
Smart Submission integrates adding, editing, and deleting operations. The system automatically determines the necessary action during submission.
When smart submission is selected, the write method can be configured to add, edit, delete.
Submit After Deletion clears all data in the corresponding row based on the primary key field set for storage, then resubmits the data. If the storage configuration table does not encompass all fields, those not linked to the submission control will also be cleared. Exercise caution with this operation.
Physical Table Write Settings
Choose the data source and physical table.
Data source selection: Only data sources with both usage and write permissions for the database account are selectable.
For physical table writing, opt for an existing table or create a new table.
NoteNote that once a new table is created, its structure cannot be altered through workbook submission (it can only be modified within the database). Finalize the design before creation.
Support for add, delete, copy operations: Set up multiple write configurations for simultaneous writing to various tables.
Configure Field Mapping: After selecting an existing table or creating a new one, establish the correspondence between submission fields and the base table.
Choose an existing table
Match the table field name with the corresponding control for writing. The field description and field type will be automatically aligned. You can also designate whether the field is a primary key.
NoteThis primary key is distinct from the one in the database's physical table (which must be set within the database). It is used to uniquely identify data when editing or deleting a submission, so ensure it can isolate a unique row.
You can add and delete field mapping rows.
Select a new table
Create a new physical table and customize the table name, table field name, field description, field type, and primary key.
You can add and delete field mapping rows.
Data Validation
Click Add under the Data Validation section to set up validation rules and error messages, ensuring high-quality data entry during submission.
Validation Rules: Craft the validation rule logic based on the specific business requirements. Utilize workbook functions and reference submission fields (format “[submission field name]”), for instance: [Order Amount] - [Cost] > 0.
Error Message: Provide an error message to inform users of the mistake and suggest corrective actions.
Other Operations: Select Add to include a new validation rule. Click
to remove a validation rule. 
Feature Settings
Configure the button layout and style within the feature settings section of the submission area.
Customize Submission Button Text: By default, the submission button displays "Submit." Here, you can opt to personalize the text on the submission button as needed.
Show Reset Button: When selected, a Reset button will appear on the data submission page, allowing users to clear and re-enter data on the current page.
Button Color: Customize the button color on the data submission page to align with your brand's style.
Submission Area Management
Access Submission Area Management from the data submission section in the workbook's upper right corner. In the displayed panel, view the submission controls configured for the current sheet, including ordinary cells, submission tables, and dataset tables. Click a specific control to locate it. 
What to Do next
After settingup the submission area, proceed to create submission tasks and assign them to relevant business personnel for data collection. Additionally, configure submission permissions and enable storage approval to prevent the entry of dirty data. For more information, see submission permissions, submission task distribution, storage approval.
For situations where PC access is impractical for submissions, Quick BI supports mobile device usage for workbook submissions, enabling flexible business data collection. For more information, see mobile workbook submission.