All Products
Search
Document Center

Quick BI:Form Filling

Last Updated:Sep 27, 2023

Complex table filling is divided into cell filling, table filling and dataset filling. This topic describes how to create and manage table filling.

Configuration Effect

As shown in the following figure, fields such as area, inspection photo, problem feedback, and severity are filled in. image.png

Fill in the form

The filling table is a table that can be extended horizontally. You can quickly set filling controls for all cells in a column. The following uses the filling form in the workshop inspection report as an example.

Create a form

  • Platforms

    • Entry 1: Select the cells that you want to insert into a table, click Fill Data Form in the upper-right corner of the toolbar, and then select Fill Form. In the dialog box that appears on the right side, set the parameters. image.png

    • Entry 2: Select the cells that you want to insert into a form, click Insert in the upper-left corner of the menu bar, and then select Fill in Report. In the dialog box that appears on the right side, set the parameters. image.png

  • After creating, automatically open the filling and filing form configuration panel image.png

Global configuration of a fill-in table

  • Fill in fields

    • Click Add Field to add a field to the right of the filling table. 表格填报2.gif

    • Modify the control type. The control type displayed under Table Form is added to the cell control. image.png

    • Click image.pngicon to go to the Field Configuration page of the field. Click image.pngicon to delete the field. 表格填报1.gif

  • Table Style

    • The toolbar display is divided into always show, hover show, the filling person can do it on the toolbar. Add Row, Reset(Clear all data), delete Row, check value operation.

      • Configuration side entry image.png

      • effect display image.png

    • Note

      You can add lines and delete lines only after you create a submission area for a form. You can add rows when the write mode is Add. You can delete rows when the write mode is Delete. For more information, see Create a form and submit an application.

      image.png
    • If you select Show Wireframe for Input Box, a wireframe is displayed in the cell in the Filling state.

    • After you select Preview Table Wireframe, you can customize the Color and Line Type of the table wireframe. 表格填报3.gif

Fill in form field configuration

  • In the Global Settings panel, click Edit image.pngicon for a specific field. You can also switch between Global and Field tabs to go to the Field Settings panel. image.png

  • In the left-side navigation pane, click Add, Delete, or Drag. 复杂表格填报6.gif

  • Modify Field Name and Control Type as required. image.pngConfigure parameters for fields. For the same widget, the configurations in the filling table are basically the same as those in the cell. For more information, see Fill in the widget.

Fill and write configuration

After you configure the filling control for a form, you must create a submission area for the form. In this area, configure the basic information, writing method, physical table, and data verification parameters.

Operation

Menu bar data filling under the function, in addition to filling in controls and filling in forms, it also includes create filling submission area and fill area management.image.png

Create and submit a form

  • In the upper-right corner of the page that appears, click Fill in Data and select Create Submission Area. image.png

  • Click Create Submission Area to go to the Basic Information, Write Settings, Data Verification, and Function Settings page. image.png

Basic Information

  • Area Title: Set the title of the data form area.

  • Circle Selection Range: Click image.pngto adjust the range of data filling. 复杂表格填报7.gif

Write Settings

  • Write mode

    First, there are three types of filled cells: normal cells, filled tables, and dataset tables. The writing method is divided into two types according to the selected filled cell type:

    • Dataset tables include a dataset table and a dataset table + normal cells. You can set the Write Method parameter to Add, Edit, or Delete. image.png

    • Dataset tables are not included: plain normal cells, plain filling tables, and filling tables + normal cells. The writing method can only be added but cannot be modified or deleted, and the primary key is not required. image.png

  • Write Physical Table Settings

    • Select Data Source and Physical Table

      1. Select Data Source: You can select only a data source that has both the use and write permissions of the database account.

      2. Select Existing Table or Create Table. image.png

      3. Add, Delete, and Copy: You can configure multiple write configurations to write data to multiple tables at the same time. 复杂表格填报2.gif

    • Configure field mapping: After you select an existing table or create a table, you can configure the mapping between the fields of the form and the bottom table.

      1. Select Existing Table.

        1. The name of the table field that you want to write to the control. Description and Type are automatically matched. You can also specify whether the field is the primary key. 复杂表格填报8.gif

        2. You can add and delete field mapping lines image.png

      2. Select Create Table.

        1. You can create a physical table and specify Table Name, Table Field Name, Field Description, Field Type, and Primary Key. 复杂表格填报9.gif

        2. You can add and delete field mapping lines

Write verification

  • You can add data verification to ensure the quality of data entry. image.png

  • Fill in the logical expression of the verification rule. You can use the table function and reference the filled field (format "[filled field name]"), such as [order amount] - [cost] > 0, and fill in the error copy. image.png

  • Click Add to add a verification rule and click image.pngto delete the verification rule. 交互式填报-提交7.gif

Fill in Region Management

In the upper-right corner of the workbook, click Filling Area Management. In the dialog box that appears, you can view the filling controls configured for the current sheet, including standard cells, filling tables, and dataset tables. You can click a specific control to locate the control. image.png