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Quick BI:Manage Forms

Last Updated:Apr 28, 2024

On the Form Management page, you can query, edit, share, move, and delete forms.

Prerequisites

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

Go to the Workbooks page

/api/v1/live/loginQuick BI the console and follow the instructions shown in the following figure to go to the Form Management page.

image

Modify

  1. Go to the Forms page.

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

  3. On the Form Management page, right-click the target form and select Edit.

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

    image.png

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

    image.png

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.

    image.pngQuery data forms by name.

    image.png

    Query data forms by filter time and creator.

    image.png

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.

    image.png

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

    Method

    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 page, click the 协同编辑icon to go to the Collaborative Authorization page.

    image.png

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.

    image.png

Share

  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.

    image.png

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

Create a 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.

    image.png

  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.

    image.png

  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.

    image.png

  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 Form page, follow the instructions in the following figure to delete a form.

    image.png

    If you have created a BI portal through this data form, you will be prompted with information such as the name, owner, modifier, and modification time of the published resources affected by this data form when deleting it.

    image.png

  4. In the message that appears, click OK.

Theme Mode Switch

  1. Go to the Forms page.

  2. On the dashboard editing page, click the image.pngicon in the upper-right corner and find the icon to switch between the data reporting mode and the data reporting mode.

    image

    Note

    The switch takes effect at the account level instead of the module level. For example, after the data form is switched to the light mode, the modules (dashboards and spreadsheets) that support switching between the dark and light theme modes will also change to the light mode.

    Light mode

    image

    Dark mode

    image

    Follow system

    Follow the system style in the custom configuration.

    image

    For more information, see Custom configurations.

    Note

    The system style can be set in the custom configuration only in the organization management. The mode at the module level takes effect before the mode at the organization level.