Quick BI:Manage Forms

Prerequisites

A form has been created. For more information, see Create a form.

Entry points

To access the form management page, follow the instructions in the figure below.

Edit

1. Click Forms in the left-side navigation pane.

2. On the form management page, identify the desired form, right-click on it, and choose 'Edit'.

   Additionally, you can click the icon corresponding to the form you want to edit.

   

3. Make the necessary edits on the form editing page.

   

Query

1. Click Forms in the left-side navigation pane.

2. On the Forms management page, you can search for forms using three methods: specifically, you can search for forms that you have created.

   

   

   Filter query forms by time and creator.

   

Transfer and rename

1. Click Forms in the left-side navigation pane.

2. On the Forms management page, identify the desired form, right-click on it, and choose Properties.

   

3. In the Properties panel, set the following parameters.

   Parameter name	Description
   Name	You can modify the name of the form to rename it. Note Form names must be unique within the same folder but can be the same across different folders.
   Owner	Click the drop-down icon to select an owner to transfer the form.
   Description	Add a description to the form.

4. Click Confirm.

Collaborative authorization

1. Click Forms in the left-side navigation pane.

2. On the Forms management page, you can click the icon to open the Collaborative Authorization editing page.

   

Manage data

• The form's developer and the workspace administrator can manage all data within the form.

• If the form is not shared with you or you only have the public URL, you cannot manage the form's data.

  

Share

1. Click Forms in the left-side navigation pane.

2. To access the sharing page, navigate to the Forms management page and follow the instructions depicted in the figure below.

   

3. In the Private Link Sharing dialog box, you can copy the URL and share it with authorized users.

Create datasets

1. Click Forms in the left-side navigation pane.

2. To create a dataset, navigate to the Forms management page and follow the instructions depicted in the figure below.

   

3. In the Create Dataset dialog box, you can customize the dataset's name and location before clicking Confirm.

Save as a form

Form replication involves creating a copy of an existing form with the same control configurations and layout, which streamlines the creation of similar forms and enhances efficiency.

1. Click Forms in the left-side navigation pane.

2. To replicate a form, navigate to the Forms management page and follow the steps illustrated in the figure below.

   

3. In the Save Settings dialog box, you can click Confirm to proceed.

Move to

1. Click Forms in the left-side navigation pane.

2. To move a form, please refer to the instructions depicted in the figure on the Forms management page.

   

3. In the Move Resource To panel, choose the desired directory and then click Confirm.

Delete

1. Click Forms in the left-side navigation pane.

2. To delete a form, navigate to the Forms management page and follow the steps illustrated below.

   

   When you delete a form that has been used to create a BI portal, a prompt will appear showing the names, owners, editors, and last modified times of the impacted published resources.

   

3. Click Confirm in the confirmation dialog box.

Switch between light and dark themes

1. To switch between light and dark themes for forms, click the icon in the upper-right corner of the dashboard editing page and find the theme switch icon at the bottom.

   

   Note

   The switch between light and dark themes applies at the account level rather than the module level. For instance, setting the forms to the light theme will cause other theme-supporting modules, such as dashboards and workbooks, to adopt the light theme as well.

   ①Light Theme

   

   ②Dark Theme

   

   ③Follow System

   Adopt the system style in custom configurations.

   

   For more information, see System theme customization.

   Note

   Only in tenant management can you set the system style in custom configurations. Module-level themes take precedence over organization-level themes.