Q: How can I find my target form?
You can quickly access your target form from the app, your dashboard, or your favorites. If you are logged in and have a direct link to the form, you can use the link to access it instantly.
Q: Why is there no option to add data?
Your current permission group does not have “Add” rights for data. You can switch to a group with “Add” permissions to add data.
Q: Why can’t I submit data?
Common reasons include:
Form Validation: The admin has set up submission validation. If your data doesn’t meet the requirements, you cannot submit.
Node Validation: There are workflow node validations. If conditions are not met, you cannot proceed.
Field Validation: Some fields have specific validation (e.g., no duplicate values). If your input doesn’t pass, submission is blocked.
Q: Why don’t I see a data table like Excel?
To view your data in a table format like Excel, use the “Table View.” If you don’t see this view:
Your permission group may not have access to table view. Switch to a group that does, or ask your admin for access.
Your group may have multiple views. Try switching views to find the table view.
Q: How do I import external data?
Switch to a permission group with “Import” rights, such as “Manage My Data” or “Manage All Data.” Click the “Import” button to upload Excel data into the form.
Q: How can I find the data I just added?
After submitting, switch to a permission group with “View” rights to see your newly added data.
Q: Where are my saved drafts?
Drafts are available in permission groups with “Add” rights. You’ll see a “Drafts” entry at the top of the page.
Q: Why don’t I have a data management entry?
Data management is for centralized management of all form data and is only visible to administrators. However, you can still manage your own data through your permission group.
Q: Why does the same table look different for me and others?
Table display differences can be due to:
Different field visibility and order settings.
Different data operation permissions (e.g., you may not see the delete button if you lack delete rights).
Different data access ranges (e.g., you may only see data you added).
Q: Why is my data incomplete or missing?
Check the following:
Are there filter conditions set in the toolbar’s filter button?
Are you in the correct permission group? Some groups may not allow viewing all data.
Q: How do I export dashboard data?
If the admin has enabled dashboard export, you’ll see an export button at the top left of the dashboard. Click it and select the export type you need.
Q: How do I filter data in a form or dashboard?
Form: Refer to the filtering instructions for web or mobile. Dashboard: Use filter components or quick filters to customize chart data views.
Q: How do I sort data in a form or dashboard?
Form: Add sorting rules as described in the user guide. Dashboard: Hover over the chart and click the sort button in the top-right corner to add sorting rules.
Q: How do I quickly aggregate a column of numbers?
In table view, hover over the numeric field you want to summarize. Click the “Aggregate” button to calculate sum, average, max, or min values for that column.