Basic Settings for Forms

Introduction

Feature(s)

In an app, an admin who has permission to manage the app can edit and configure forms and folders.

Application Scenario(s)

Permission

Only admins who have permission to manage apps can configure forms. Members can only visit the permitted forms and dashboards.

Definition

In an app, you can make basic settings for forms and dashboards.

Difference features have their unique icon colors:

This article will introduce how to configure forms and folders. For details about dashboard settings, see Basic Settings for Dashboards.

Adding

Adding New Form

1. App with data.

If an app already has forms and dashboards, click beside the search bar and add new forms in the following ways:

2. App with no data.

If the app is empty, you will see the following page. Then you can click New Workflow Form or New Form to add forms.

Adding New Folder

1. Create a folder.

Click and select New Folder from the drop-down list. Rename the folder and click OK.

2. Create a subfolder.

Click beside the folder where you want to create a subfolder and select New Subfolder from the drop-down list.

3. Add new forms in a folder.

Click beside the folder where you want to create a form and select New Form or New Workflow Form from the drop-down list.

Editing Form

You can go to the form design page and edit forms through the following two ways:

1. Click beside the form and click Edit.

2. Select the form you want to edit and click Edit at the top of the page.

Note:

Only members with the app managing permission can edit forms in these ways.

Modifying Information

Renaming

1. Rename a form.

If you want to rename a form, click beside the form and then click Edit Name & Icon. After the settings, click OK.

2. Rename a folder.

If you want to rename a folder, click beside the folder and then click Rename. After renaming the folder, click OK.

Modifying Icon

For regular forms and workflow forms, you can change their icons. Click beside the form and then click Edit Name & Icon. Click the current icon to choose another icon from the drop-down list.

Switching Form Type

Regular forms allow you to collaborate on the collected data, and workflow forms allow you to transfer data to different approvers for review. Then you can switch between the two types according to your needs.

Click beside the form and click Switch to Workflow Form or Switch to Regular Form.

Checking Referenced View

In some complex scenarios, a form is usually connected with other features to facilitate data collaboration, such as forms, aggregate tables, Automations, data streams, and so on. Referenced View lets you see how the form is associated with other features, thus better managing the data.

Click beside the form and click Check Referenced View from the drop-down list.

Reference Relationship

In Referenced View, you can see their relationship with the current form through the connection lines. You can zoom in and out of the view with the touchpad and mouse or by clicking the zoom button in the upper right corner.

Note:

1. Bidirectional arrows in a reference view indicate mutual referencing relationship.

2. On the left side of the current form, the system showcases items that are referenced by the form. The display is capped at a maximum of 100 items, with a specific limit of 50 for workflow forms. Moving to the right side, the system exhibits those that reference the current form, with a maximum display limit of 50.

Reference Details

Reference Details shows how the current form is associated with another feature. In Referenced View, you can query the following reference details:

The number on the connecting line represents the number of references between the two features. You can click the number to view the reference details.

Where to Edit

In Referenced View, click beside the feature name to go to the editing page. On the detailed page, you can see how the form is referenced and adjust the settings.

Copying

By copying a form, you can get a new form with the same configuration. Then you can easily adjust the form to apply in another scenario.

You can copy a form to the current app or another app.

Here are the copy rules of forms:

Note:

1. When you copy a form that links fields within itself, fields in the copied form will link to fields in the new form rather than the original form.

2. When you copy a form that links fields from other forms, the copied form will maintain the same field links to the linked forms.

Moving and Sorting

Moving

Click beside the form or folder, and select Move from the drop-down list. Then you can move the form or folder to the target folder.

Sorting

You can move or sort forms and folders by dragging and dropping them. You can also move a form or subfolder out of the current folder.

Favoriting

If you need to frequently visit a form/workflow form, click  and then Favorite to add the form to the My Favorites group. Then arrange it in Set up Default Workspace, thus facilitating form filling and checking.

Deleting and Restoring

Deleting

Here are the deleting rules for forms and folders:

When a form is referenced by other forms through the following features, you can click View Details to see the reference list when deleting the form. This helps to avoid affecting other business processes.

Restoring

If your form is deleted by mistake, you can initiate a request to contact our Support Team for paid restoration.