Overview

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The forms feature is designed for entering business data. You can store data entered by business users in a business database for further data analysis. This feature is available only in the group workspace of Quick BI Pro and Quick BI Enterprise Standard.

Benefits

The forms feature can be used as an online data collection tool without the need to use code. This allows you to configure a custom form, perform intelligent data reporting, collect data statistics, and analyze data.

  • One-stop solution: Complete the entire process from data collection and data modeling to data analysis and visualization.

  • Ease of use: Build forms with a no-code interface. Its rich set of components makes the feature accessible to both data developers and data analysts.

  • Multi-user collaboration: Enables multiple users to maintain a single dataset and share data in real time.

  • Cross-platform compatibility: Build once and deploy on both PC and mobile devices. This enables low-cost updates and fast data reporting.

Limits

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.

This means the account must have CREATE, INSERT, UPDATE, and DELETE permissions on the database.

Note

By default, the Hologres data source does not support the drop column operation. To enable this operation, upgrade your database instance to V2.0 or later and modify the relevant database system parameters:

  1. In the target database instance, run the alter database database_name set hg_experimental_enable_drop_column = on command to set the database-level GUC parameter. This change applies to the entire database immediately.

  2. You must reconnect for the change to take effect. This setting does not apply to new databases, which must be configured manually.

For more information about the settings, see GUC parameters.

Product interface

Form theme

image

Survey theme

image

Control description

The forms feature supports the following controls:

Type

Name

Basic controls

single-line text

text area

number

date and time

radio button

single-select dropdown

multi-select dropdown

Advanced controls

tree select

rich text

image upload

rating

phone number

email

ID number

submission time

progress

submitter

user single-select

user multi-select

Layout controls

column layout

Procedure

  1. Design a form based on your business requirements and save it to the target database. For more information, see Create a form.

  2. Add or modify submitted data and view its operation logs. For more information, see Manage data.

  3. Manage your forms. For more information, see Manage forms and Manage the form list.