Quick BI:Manage Data in a Form

Prerequisites

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

Limits

• Form developers and project administrators can manage all data. Form users can only manage their own data.

• 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.

Go to the workbooks page

1. After you log on to the Quick BI console.

2. On the homepage of the Quick BI console, perform the steps that are shown in the following figure to go to the Forms page.

   

3. On the Form Management page, find the form for which you want to enter data and click the icon.

   

Insert data

You can add a single data record on the Data Management page.

1. Go to the Manage Data page.

2. On the Data Management page, click Add Data and select Add Data.

   

3. In the dialog box that appears, enter the data that you want to add and click Submit.

   

Clear data

1. Go to the Manage Data page.

2. On the Data Management page, click Clear Data.

3. In the message that appears, click OK. All data is cleared.

   

Export data

1. Go to the Manage Data page.

2. On the Data Management page, click Export Data.

3. On the Export page, configure the following parameters.

   

   • File Name: You can specify the name of the Excel file that you want to export.

   • Data Range: 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.

     • Data Obtained Based on Filter Conditions and Display Fields: specifies that only the data records that are filtered based on the specified filters and field display settings are exported.

4. Then, click OK.

Query the data in a form

1. On the All Data tab of the Data Management page, configure Submitted By, Modified By, Submitted At, and Modified At.

2. Click Query.

Reset filters

Edit filters

You can edit the filters to configure the fields that are displayed in the filters.

1. On the Form Data tab of the Data Management page, click the icon.

2. In the Edit Filter Conditions dialog box, perform the following operations:

   

   • Click select all to display all filters.

   • Select the filters that you want to display. The selected filters are displayed.

     Note

     By default, Submitted By, Modified By, Submitted At, and Modified At are selected.

Configure fields that you want to display

You can configure the fields that you want to display in a form.

1. On the All Data tab of the Manage Data page, click the icon.

2. In the Set Display Fields dialog box, perform the following operations:

   • Click select all to display all fields.

     Note

     By default, all 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 Form Data tab of the Manage Data page, find the record in the form list and click the icon in the Actions column.

2. In the dialog box that appears, edit the record and click Edit.

Export records from a form

You can select the records that you want to export.

1. On the Form Data tab of the Manage Data page, find and select the record.

2. Click the icon to export the selected records.

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

Delete a record from a form

You can select the records that you want to delete.

1. On the Form Data tab of the Manage Data page, find and select the record.

2. Click the icon to delete the selected records.

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