The First Form

Introduction

Feature Overview

In Jodoo, forms are basic tools used to fill in and collect data. They are classified into two types as follows:

Regular form: used to fill in and collect data, and to handle the collected data in a decentralized and collaborative way.
Workflow form: used for members to send applications, which are transferred from subordinates to superiors for sequential approval.

Application Scenario

In the case of employee registration, you can collect employee information through a regular form.
In the case of resignation review, an employee can initiate the resignation process by submitting an application through a workflow form. This form will be transferred from the employee's immediate supervisor to higher-level superiors for approval.

Preview

Here is an example of an employee information form:

Setting Procedure

In this article, we will guide you through the process of creating and designing a form in Jodoo to collect basic employee information. We will help you determine what information to include in the form, such as the employee's name, gender, birthday, and phone number. By following the instructions, you will learn how to effectively design and utilize forms in Jodoo.

Creating a Form

Select an app and create a from.

Click New Form > Create from Scratch, and modify the form name to Employee Information Form.

Adding Fields

Fields, the building blocks of forms, are necessary for creating forms and collecting information. There are lots of field types you can add to your form so you collect the right kind of data, in the right format.

For example, when you collect employees' birthdays, it is appropriate to use the Date&Time field. By selecting the field, you can ensure that the input is in the correct format for capturing birthdays.

The employee information and the corresponding field types are as follows:

Employee Information	Field Type
Name	Single Line
Gender	Single Select
Birthday	Date&Time
Phone Number	Single Line

Once you have determined the types of fields you need to add, add the fields by dragging and dropping, and then modify the field names.

1. Add a field to fill in employee names.

Select a Single Line field from the left panel, and modify its name to Name.

2. Add a Gender field.

Select a Single Select field from the left panel, and modify its name to Gender.

In Field Properties > Options, click Gender, and modify Option 1 and Option 2 to Male and Female respectively. Then delete the unnecessary Option 3.

3. Add other fields.

Add the two fields Date&Time and Single Line by dragging and dropping. Then modify their names to Birthday and Phone Number respectively.

Click Phone Number and select Numeric from the drop-down list of Format.

4. Demonstrate the effect.

After all settings are completed, click Save. The final form is shown below:

Configuring Permissions for Members

After designing a form, configure permissions for members. For example, if you want to grant to Jodoo Official the permission to submit data and view all data, follow the steps below:

On the Publish page, click To members > Add Member, select Jodoo Official, click OK, select Submit Only from the drop-down list of Member Permission, and click OK. Then repeat the steps to grant the View All Data permission to Jodoo Official.