Use the Quick BI form feature to create tables and insert data into a target data source. This feature is available only in group workspaces for Quick BI Pro and Enterprise Standard.
Prerequisites
You must have an existing database. The account used to connect to the data source must have the necessary permissions to manage tables. The account requires create, insert, update, and delete permissions for the database.
You have connected to a data source. For more information, see Self-managed MySQL data source.
Limitations
For a list of supported data sources, see Data source feature list. The account used to connect to the data source must have permissions to manage tables in the database.
The account requires create, insert, update, and delete permissions.
By default, Hologres data sources do not support the drop column operation. You must first upgrade to V2.0 or a later version and modify the relevant database system parameters:
In the corresponding database instance, run the
alter database <database_name> set hg_experimental_enable_drop_column = oncommand to set the database-level GUC parameter. This change takes effect for the entire database.After configuring the parameter, disconnect and reconnect to the database to apply the change. This setting must be manually configured for any new databases.
For more information, see GUC parameters.
Navigate to the form creation page
Log on to the Quick BI console. You can go to the form creation page in one of the following ways:
Method 1: Create a form from the resource list in your workspace
Method 2: Create a form from the Forms module in your workspace
Create a form
On the form editor page, click the controls in the toolbar and configure them as needed.
The following figure shows how to add controls.
In the upper-right corner of the page, click Save.
In the Save Settings dialog box, configure the parameters and click OK.
NoteConfiguring parameters in the Save Settings dialog box creates a corresponding table in the database. Therefore, the Physical Form Name must not conflict with any existing table names in the source database.
The Physical Form Name and Field Name can contain only lowercase letters, digits, and underscores (_). They must start and end with a lowercase letter or a digit.
The new form appears in the form list.
You can also view the new data in the corresponding database.
Forms on mobile devices
Prerequisites: You have created a form page. For more information, see Create a form.
At the top of the page, use the toggle to switch between PC and mobile views to edit the page.
After the form is saved, a QR code appears on the left side of the mobile editor page. You can scan the QR code to view the latest saved form and check its layout.
On the Data Entry page, fill out the form and click the Submit button at the bottom. After a successful submission, you are redirected to the personal forms homepage, where you can Continue to Submit and View Records.
To view your submission history, tap Submission History in the upper-right corner of the submission page.
Click the funnel icon in the upper-right corner of the Submission Records page to display the Filter List, which you can use to filter form information.
Tap Edit in the action bar for a record to modify your submission.
