Introduction to 38 controls
Fields with the same data characteristics are encapsulated as controls, each with corresponding format validation and properties.
HAP provides 38 types of controls, which basically cater to the diversity of business data. It is important to choose the right control according to the data type, which has a significant impact on data collection, referencing and analysis.
1.Relationship between Worksheet and Field, Field and Control
Worksheet and Field: A worksheet is used to store data sets of business objects. Each row of record in a worksheet is a business object, which has many different properties, and a worksheet consists of its multiple properties, such as order number, contract date, order amount, and other properties. In the worksheet that stores the data of these objects, the properties of the objects are called fields, for example, in the Order worksheet, there is an order number field, a contract date field, an order amount field, and so on.
Field and Control: In order to have a standardized and correct input of data, there are some pre-formatted field types, that is, controls, such as the date control, the email control, the amount control, and so on. When adding a field, you need to first select the appropriate control based on the data type.
2. Introduction to 36 controls
Text
For recording name, number, bank account number, meeting minutes, order details, etc.
It can be set to single line or multi-line.
You can set the default value for fields.
Its width can be set to 1/4, 1/3, 1/2 of the line or the width of the entire line.
When editing the text field, you can check [Repeated entries are not allowed].
You can set [Limit word number] when editing the text field.
You can set [Limit input format]-[ Regular expression] to define the format.
You can set [Allows barcode scanning] and [Allow scanning of QR codes] to scan the barcode or QR code to read the content into the text.
Text controls can be converted to and from rich text controls.
You can check [Parse links], and if checked, users can go to the corresponding page by clicking the link.
Number and Amount
You can set the unit and decimal place.
You can set the default value.
You can set the unit to be displayed before or after the number (prefix or suffix).
You can set [Range of amount given].
You can check [Display thousandth] or [Display by percentage].
Enter up to 16 digits.
- If you enter more than 16 digits in the number and amount fields, it will be stored in scientific notation and will be inconsistent with the original content. For non-calculated numbers, such as bank card number, business ID, etc., you need to select the text control, and for phone number, you need to select the telephone control.
Difference between Number and Amount:
- The uppercase control can only be associated with the amount control.
- You can set [Display by percentage] in number control.
- You can set the input method, number or progress in number control.
Email
This field requires the validation of the mailbox format, mailbox like xxx@xx.xxcan be saved, such as tony@md.com and 123@qq.com.
Date
There are two types, Date and Date/Time, and six displaying ways to choose from.
Year
Year-Month
Year-Month-Day
Year-Month-Day Hour
Year-Month-Day Hour: Minute
Year-Month-Day Hour: Minute: Second
You can set the default date.
You can custom options.
Set specific days, e.g. only weekdays can be selected.
Set time range, e.g. only the time between 9 and 18 o’clock can be selected.
Set the minute interval, if the interval is set to 1 minute, when adding records and selecting time, you can choose any time, if set to 1 hour, you can only choose the time on the hour.
Set the start time. When adding a record and selecting time, the time before start time cannot be selected.
Set the end time. When adding a record and selecting time, the time after end time cannot be selected.
Date display in 4 formats
ISO (2023-01-16)
China (2023/1/16)
US (1/16/2023)
EU (16/1/2023)
Format requirements for writing time through workflow, API, function, and importing
The following 4 formats are supported.
- YYYY (year) MM (month) DD (day) HH: mm: ss
- YYYY-MM-DD HH: mm: ss
- YYYY/MM/DD HH: mm: ss
- MM/DD/YYYY HH: mm: ss
Note
Date in DD/MM/YYYY format is not supported, it will be recognized as MM/DD/YYYY.
Date in YYYYMMDD format is not supported. If you enter a date in this format, the field will be empty or the original value will be cleared.
For the date written by function, the default value only can be in the format of Year-Month-Day for now.
If the number of month, day, hour, minute and second is less than 10, it doesn't matter whether there is a zero before the number.
The number of month, day, hour, minute, and second cannot be greater than the actual reasonable number, otherwise the field will be empty or the original value will be cleared.
Example
| Write/Import | Result |
|---|---|
| 20221212 16:15 | Empty field, not supported format |
| 14/4/2022 08:35 | Empty field, unreasonable number |
| 2/30/2022 8:35 | Empty field, unreasonable number |
| 12/4/2022 08:35:20 | Normal |
| 2022/12/14 16:14 | Normal |
Time
You can choose to display the time in Hour: Minute format or Hour: Minute: Second.
You can preset the minute interval, if the interval is set to 1 minute, when adding records and selecting time, you can choose any time, if set to 1 hour, you can only choose the time on the hour.
You can set the start time, and when adding a record and selecting time, the time before start time cannot be selected.
You can set the end time, and when adding a record and selecting time, the time after end time cannot be selected.
Format requirements for importing time
If the number of minute and second exceeds 59, it will be imported as 59.
If the number of hour exceeds 23, the field is empty and there is no time format like 24:00:00.
| Import | Result |
|---|---|
| 3:4 | 03:04 |
| 19:45:70 | 19:45:59 |
| 12:60 | 12:59 |
| 19:65:59 | 19:59:59 |
| 24:00:00 | Empty field |
| 29:45:50 | Empty field |
Telephone
You can enter a cell phone number or a landline phone number. If both are required, you need to add two telephone controls.
You can check [Repeated entries are not allowed] when editing.
Region/City
There are three types, which are Province, Province-City, and Province-City-County.
If a more detailed address is required, you can select the text control and write the detailed address to the text control.
More details about region/city control
Single select and Multiple select
You can pre-set the options, and when adding records, users can directly select.
There are 3 ways to display options, drop down, tile and progress.
You can add, delete, and sort options, as well as set default options.
You can set different colors for the options.
Data sets can be set as options.
Interconversion of Single select and Multiple select
If data in a multiple select field has been submitted in a record, after converting the multiple select control to the single select control, the original multi-select data will still be retained.
More details about single select and multiple select
Members
It is used to select contacts in your organization, your friends or external users.
The default selected member can be the creator of the record, or a specified user.
Those who are selected in the members field will receive a notification message.
More details about members control
Department
It is used to select departments in the organization. The default selected department can be the department of the record creator.
More details about department control
File
With the file control, you can add and upload multiple files to a record.
More details about file control
Positioning
It can get the user’s location and is available on both mobile terminal and web terminal (GPS is required for cell phones). You can check to show the map or to show latitude and longitude.
It can get the latitude and longitude of your current position on APP (using the WGS84 coordinate system).
Formula
With the formula control, you can get a value through the operation of multiple field values.
More details about formula control
Check items
There are three ways to display, which are check box, on-off and yes/no. A default value can be set when editing.
When setting the default value through the function, it is checked when the logic value is true and unchecked when it is false. For example:
IF('Score'>60,TRUE(),FALSE())
Level
This control helps users to display progress, priority, etc. in a more visual way.
A variety of icons or styles to choose from (such as ★, ♥ and many others).
You can set the number of levels (1-10).
You can set a different color for each level.
You can add a description for each level (the corresponding description is displayed when the mouse hovers over the level).
Concat
This control is similar to the CONCATENATE function in Excel, which allows users to combine the contents of other fields into a new value.
More details about concat control
Autonumber
It can automatically assign a unique running number to each new record, and you can also customize the rules.
More details about autonumber control
Rich Text
As shown below, it is a simple text editor for paragraphs of descriptive text. You can also insert images.
It can be converted to a text control, which by default converts to multi-line text control.
ID Number
There are four types of documents, namely Chinese ID card, passport, Hong Kong-Macau laissez-passer, and Mainland Travel Permit for Taiwan Residents.
You can check [Repeated entries are not allowed] and [Required] when editing.
Signature
On web terminal, you can sign with the mouse; on mobile terminal, you can sign manually.
You can set [Allow the use of the last signature].
The signature can be printed.
The signature can be written through workflows.
OCR
This control can quickly and accurately recognize text in images and automatically fill in the corresponding fields. Currently text, invoices and ID cards can be recognized.
More details about OCR control
Relationship
You can associate records in other worksheets or current worksheet in one worksheet to avoid duplicate entries.
For example, in the Order worksheet, each order requires the contact information, and there is contact information in Contact worksheet, so you can associate the two worksheets.
More details about relationship control
Foreign
You can customize the display of a field in the associated worksheet.
For example, the Order worksheet is associated with the Contact worksheet, if you want to display the position information of each contact at the same time, then the foreign control can help you.
More details about foreign control
Subform
Business data derived from business objects, which are meaningless apart from the business objects, are suitable for subforms.
In a subform, you can add data in rows when creating a record.
More details about subform control
Cascading
Cascading selection means that based on the previous selection, only the options of the corresponding range are displayed for subsequent selections.
The control supports multiple levels of associations such as secondary and tertiary. The data source is a worksheet with a hierarchical view.
For example, a worksheet that collects location of customers, province-city-county, can be referenced as a data source.
More details about cascading control
Rollup
It is used to count the value of a field in an associated record or subform. For example, a subform (Order Details) of an order records the sales details of each product, and the rollup control can help to get the sum of the product amounts.
More details about rollup control
Segment/Tabs
It can help to display content in sections, with a clear structure. For example, it can divide explanatory text into multiple paragraphs; or divide a form into different sections.
Tabs:
Segment:
More details about segment and tabs control
Remarks
If you want to add instructions to tell the user how to fill in the form correctly, you can select the remarks control, which supports rich text. The notes can only be viewed, not modified. If you need users to add some notes, please select the text control and set the name to “Notes”.
Free Link
With this control, you can add tasks, projects or calendars from the collaboration module. It is a one-way connection. You can only open the associated task, project or calendar in the worksheet after adding it, not the other way around.
Uppercase
- If you associate an uppercase field with an amount field, it will automatically display the uppercase amount.
Embedded
It refers to embedding external links or charts in the form and passing the values of other fields in the current form as parameters to enable the display and interaction of custom elements in the form. In addition, embedded fields can be used as covers for gallery views.
Setting:
Embed Chart:
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