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Create/Edit Worksheet

To create a worksheet:

  1. Create a worksheet
  2. Add fields (add/copy/delete)
  3. Set fields (name/type/required or not)
  4. Set form style
  5. Save
  6. Edit a worksheet
  7. Further configuration

Create/Edit Worksheet​

Creating a new worksheet is the same as editing a worksheet, except that the operation entrance is different.

  • Create Worksheet

  • Edit Worksheet

Add Fields​

Fields in the worksheet are equivalent to columns in the Excel sheets, except that there are different types of fields that help you better store data in each record.

For example, a row of record can contain fields such as rich text, multi-select, single-select, attachment, etc.

1. Add Field

In the left control area, you can click on a control to add or drag it to the middle editing area.

Note: Add up to 200 fields to a worksheet; [Segment] and [Remarks] do not count.

2. Title Field

The title field is usually identifiable and unique, identifying the main content. For example, in a Contact worksheet, name should be set as title field.

Mouse over the field and you can see [Set as title] icon.

More details about title field

3. Reorder Field

Click on the field and drag it to the desired place.

4. Quick Arrangement

Click on [Quick Arrangement] to set the arrangement of fields in the form.

4. Copy Field

Sometimes there are same configurations in two fields, in this case, you can click to [Copy control] and modify.

5. Delete/Restore Field

Mouse over the field and you can see the delete icon.

After deleting a field, if it is a data filter for a view or involved in workflows, there will show you “The data field is deleted”.

Restore Field

Set Field​

The properties of the field include fixed properties such as name, validation, default value, width, etc., as well as additional properties, for example, for the amount control, you can set unit or decimal place.

Introduction to Controls

Set Form Style​

It includes the record cover, field layout and location of field titles and input boxes.

1. Column Number

It means how many fields can be displayed in a row in the worksheet, up to 4 fields. The fields will be automatically rearranged after setting.

  • Apply: save your settings

  • Recover: Restore to the last saved selection

2. Field Title

Set how the title is displayed, as shown in the following 3 ways.

3. Segment/Tab

Uniformly configure the style of Segment and Tab fields in this worksheet, whether or not to display icons, and how the icons are to be displayed.

4. Record Cover

Select the image in the File field as the record cover, which can be displayed at the top of the record detail page, and you can configure the animation effect of the image playback and the autoplay speed.

  • Height: It defaults to 600px and can be set to a maximum of 1000px and a minimum of 100px.

  • If there are multiple images in the attachments, it can be looped.

  • It works on App and H5 as well.

As shown below, the employee's photo is set as the cover, which is displayed at the top of the details page.

Save​

After finishing the above, click [Save] in the upper right corner. This is the initial setup of the form, then you can try to add a new row of record.

Further Configuration​

1. Business Rule

If whether to display a field or not depends on the content of other fields, you can set the display rules for the field.

More details about business rules 

2. Public Form

You can publish the form so that external users can submit relevant data without logging in, such as submitting questionnaire, collecting registration information, etc.

More details about public form

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