Basic Settings for Forms and Dashboards

Introduction

Feature Overview

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

Application Scenario

Permission Limit

Only admins with permissions to manage an app can set the app. Members can only visit the permitted forms and dashboards.

Definition

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

Color:

Creating

Creating in an App with Data

If an app has forms and dashboards in it:

1. Create a form/workflow form.

There are two ways to create a form/workflow form:

2. Create a dashboard.

Creating in an App Without Data

If the app is empty, you will see a page like this:

Creating Folder

1. Create a folder.

Click and select New Folder.

2. Create a subfolder.

Click of the folder where you wish to create a subfolder, and select New Subfolder from the drop-down list.

3. Create a form.

Click . and select New Workflow Form or New Form.

4. Create a dashboard.

Click , and select New Dashboard.

Basic Settings

Editing Forms

1. Click of the form you wish to edit, and click Edit.

2. Select the form you wish to edit, and click the Edit button. Note that this button is only available to members with the app managing permission.

Editing Dashboards

Procedures for editing dashboards are the same as those for forms.

1. Click of the dashboard you wish to edit, and click Edit.

2. Select the dashboard you wish to edit, and click the Edit button. Note that this button is only available to members with the app managing permission.

Changing Icon

Click  and then Edit Name & Icon. On the Name & Icon page, you can set Icon for a form or dashboard.

Renaming

1. Rename a form/dashboard.

If you need to rename a form or dashboard, click  and then Edit Name & Icon to set Name.

2. Rename a folder.

If you need to rename a folder, click  and then Rename.

Switching Form Type

Forms support data collaboration, and workflow forms allow you to set up workflows. You can switch between the two types of forms if necessary.

Sorting

Sorting Forms/Dashboards

1. Sort forms/dashboards by dragging and dropping.

You can sort forms and dashboards by dragging and dropping them or moving them in and out of folders.

2. Sort forms/dashboards in settings.

Another method is to click , select Move, and then choose the target folder.

For example, move the Employee Information form into the Employee Information folder.

Sorting Between Folders and Subfolders

1. Sort folders and subfolders by dragging and dropping.

You can sort by dragging and dropping the group to change the hierarchy of folders.

2. Sort folders and subfolders in settings.

Another method is to click , select Move, and then choose the target folder.

For example, move the Employee Information folder into the HR Management folder.

Copying

Copying Form/Workflow Forms

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

2. Follow form copy rules.

The copy rules of forms are as follows:

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.

Copying Dashboards

1. Copy all components and settings.

2. Dashboards can only be copied to the current app.

3. All configurations of Reminder in the dashboard will be copied, but Reminder will be turned off after copying.

Deleting and Restoring Forms/Dashboards

Deleting

When deleting a form, you can check whether the fields in the form are referenced, thus avoiding accidental deleting.

The followings are the referenced contents you can query:

Restoring

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