How to configure data entry controls in Quick BI-Quick BI(Quick BI)-阿里云帮助中心

Data entry controls are fundamental to data entry in complex spreadsheets. This topic describes how to configure various data entry controls, such as Text, Number, Dropdown, date and time, Image, tree select, Function, Rating, and progress bar.

Data entry controls

Users with the developer role can configure data entry controls in a spreadsheet. These controls, which include types such as text, number, date, dropdown, image, function, rating, and progress bar, determine the type of value and the input method for a cell. Data entry controls are categorized as basic controls and advanced controls. The following sections use the parameter settings for cell-based data entry as examples.

Basic control types

Basic control type	Configuration
Text Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Use Login Username: If selected, the control automatically displays the current user's login username. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Minimum Characters: Sets the minimum number of characters allowed for this control. Maximum Characters: Sets the maximum number of characters allowed for this control. Format Type: When selected, you can choose from Email, Mobile, or ID Card Number. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable a Format type and a user enters invalid data, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Number Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Decimal Places: Sets the number of decimal places to display. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Minimum Value: Sets the minimum numeric value allowed for this control. Maximum Value: Sets the maximum numeric value allowed for this control. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you set a Maximum Value/Minimum Value and a user enters an out-of-range number, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Single-select dropdown Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Option configuration: Custom Data In the Source dropdown list, select Custom Data to manually edit each option. Click the icon to drag and reorder options. Click the icon to delete an option. Add Option: Click Add Option to add a single option, or paste content to add multiple options at once. Click Clear in the lower-right corner to remove all options. Dataset In the Source dropdown list, select Dataset. Select a dataset and a data field that you can access. Data source In the Source dropdown list, select Data Source. Select a data source, data table, and data field that you can access. Organization Members In the Source dropdown list, select Organization Members. After you select Organization Members, the usernames of users in the same organization are added as options. If you select Use login username, the field automatically displays the current user's login username. Option Color: You can select a single color or multiple colors. The color style can be solid or transparent. Default Value: You can select a default option from your custom options or data field to be displayed during data entry. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not select a value, this message appears. Style Show border for input box: If selected, a border appears around the cell during data entry.
Multi-select dropdown	The configuration is the same as for the single-select dropdown, but allows users to select multiple options.
Date and time Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Format: You can select formats such as Year, YearQuarter, Year-Quarter, YearMonth, YYYY-MM, Year-Week, YearMonthDay, YYYY-MM-DD, YearMonthDayHourMinuteSecond, and YYYY-MM-DD-HH-mm-ss. Default Value: Customize the default date displayed during data entry. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not select a value, this message appears. Style Show border for input box: If selected, a border appears around the cell during data entry. Note A format mismatch between a dataset date field (default: YYYYMMDD) and the date and time control (default: YYYY-MM-DD) can cause execution to fail. To resolve this, click Edit Dataset Table in the left panel. For the date field, click the icon and customize the format under Date Display Format.

Advanced control types

Advanced control type	Configuration
Tree select Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Options Select Dataset as the source, then choose a dataset and up to five data fields that you can access. Select Data Source as the source, then choose a data source, data table, and cascading fields that you can access. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not select a value, this message appears. Style Show border for input box: If selected, a border appears around the cell during data entry.
Image upload Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Upload Method: You can select either Local Image or Link. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not provide an image, this message appears. Style Show border for input box: If selected, a border appears around the cell during data entry.
Rating Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Default Status: Select read-only to make the control non-editable. Content Levels: Set the number of rating levels (up to 10). Start Value: Set the start value to 0 or 1. Set the Shape and Color of the rating icons. Allow half-star: Allow half-star ratings. Show score: Display the numeric score. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not provide a rating, this message appears.
Mobile number Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "Mobile Number". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Email Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "Email". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
ID card number Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "ID Card Number". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Submission time Use this control to automatically record the submission time. Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "Submission time". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Format: You can select formats such as Year, YearQuarter, Year-Quarter, YearMonth, YYYY-MM, Year-Week, YearMonthDay, YYYY-MM-DD, YearMonthDayHourMinuteSecond, and YYYY-MM-DD-HH-mm-ss. Current Submission Time: Selected by default. When selected, the control displays the current submission time. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Progress bar Preview Control Configuration	Basic information: Field Name: Customize the field name. Control Type: Switch to other control types. Default Status: Select read-only to make the control non-editable. Decimal Places: Customize the number of decimal places for the progress bar value. Default Value: Set the default value for the progress bar. The default is 0. Content Start Value: Set the start value, which must be lower than the target value. Defaults to 0. Target Value: Set the target value, which must be higher than the start value. Defaults to 100. Step: Set the increment value for each update of the progress bar. The default is 1. Color Style: Customize the colors for the progress bar, track, and slider. Validation Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not provide a value, this message appears.
Submitter Use this control to automatically record the submitter's name. Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "Submitter". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Option configuration: Use login username: Selected by default. When selected, the control displays the current user's login username. Default value: If you do not select Use logon username, you can specify the Default value. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
User single-select Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "User Single-select". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Option configuration: Use login username: If selected, the control displays the current user's login username. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
User multi-select Preview Control Configuration	Basic information: Field Name: Customize the field name. Defaults to "User Multi-select". Control Type: Switch to other control types. Placeholder Text: Customize the placeholder text displayed in the input field. Default Status: Select read-only to make the control non-editable. Option configuration: Use login username: If selected, the control displays the current user's login username. Default Value: Set a default value for the control. Validation: Required: Makes the control required. Invalid Input Message: This message appears only when a validation rule is triggered. For example, if you enable the Required option and a user does not enter a value, this message appears. Style: Show border for input box: If selected, a border appears around the cell during data entry.
Function Preview Control Configuration	Basic information Field Name: Customize the field name. Control Type: Switch to other control types. Function configuration The Function control supports Excel-compatible functions. You can reference fields from the data entry form or from datasets by using the [FieldName] syntax. For more information, see Functions supported by spreadsheets.