Spreadsheet

Introduction

Functions

Spreadsheets are used to display data in the style of a table, and you can edit, add, delete data that are published to you.

Application Scenarios

The main application scenarios:

Spreadsheets can present the form permission set in the dashboard, which can be used with other dashboard components, so members can manage and view the summary or detailed data of multiple forms in one dashboard.

Use Conditions

You can only display and manage form data. Data in data factory and aggregate tables will not be displayed.

Setting Procedure

You can prepare a data source in advance.

Creating a Dashboard

Visit the app, click to create a dashboard.

Creating a Spreadsheet

You can rename the dashboard, and then select Spreadsheet. You can select the Product Information as the data source.

Configuring Components

Changing Names and Data Sources

Click the top left corner to rename the spreadsheet and click Change to select another form for data management and display.

Filters

If members only need to manage some of the data, you can set Filters based on their needs. For example, if you only need to manage Tea in Product Category, then set Filters as shown below:

After you filter the data, the spreadsheet will only display the unscreened data. When members view the spreadsheet, they can only operate on the unscreened data that are published to them. For details about access settings, see "Access".

Component Style

You can configure Table Component. For details, see Component Styles.

Access

The access in the spreadsheet is the same as the access in the data source form, which means there is no need to set permissions separately. Then save the components and resize them, and finally save the dashboard.

Access:

After saving the dashboard and returning to the app, you cannot view and manage the data in this component without setting form data permissions.

Then go back to the data source form to set Member Permission for the members who need to manage the data. For details, see Publishing a Form to Members.

Demonstration

On PC

When members with permission access the previously dashboard, they can view, edit and perform the data based on Member Permission.

1. Operate in the form

According to the permission just set, you can import, export, batch, edit, and delete the data in the component form. This operation is not supported in the detail table, which is the main difference between the spreadsheet and the detail table.

2. Quick-Edit

When the Quick-Edit is enabled in the data source form, the data can be edited directly in the dashboard spreadsheet. How to open the Quick-Edit is as follows:

The effect of Quick-Edit is as follows:

3. Single record details

Click the data and you can edit, delete the data.

On Mobile

Note: Mobile does not support importing data, editing in batches, deleting data in the spreadsheet.

Note

1. When you delete, modify, or add data in the spreadsheet, the data in the data source form is changed simultaneously. In other words, the data operation in the spreadsheet is equivalent to the data operation in the data source form.

2. The spreadsheet will display all the fields that the data source form has permission to display and does not support setting display fields. If you need to set display fields, it is recommended that you use the detail table to display the data.