You can use the forms feature of Quick BI to create a table for a data source and insert data to the table. This topic describes how to create a form. Only Quick BI Enterprise Standard and Quick BI Pro allow you to create a form.
Prerequisites
A MySQL database is created. The Alibaba Cloud account that is used to access the data source of Quick BI must have permissions on the tables in the MySQL database. The MySQL database is used as the data source of Quick BI. The account must have the CREATE, INSERT, UPDATE, and DELETE permissions on the database.
A data source is connected. For more information, see User-created data source MySQL.
Limits
Only MySQL, SQL Server, AnalyticDB for MySQL 3.0, PolarDB for MySQL, Oracle, PostgreSQL, Dameng, and Hologres databases are supported. The account that is used to connect to the data source has the permissions to manage tables in the databases. That is, you must have the create, insert, update, and delete permissions on the database.
Hologres data sources do not support the Delete Column operation by default. Upgrade to the V2.0 version and change the related database system parameters:
Run the alter database database database name set hg_experimental_enable_drop_column=on command on the corresponding database instance to set the GUC parameters at the database level. After the execution is complete, the GUC parameters take effect at the database level.
After the configuration is complete, the current connection must be disconnected again for the configuration to take effect. The modification does not automatically apply to a new database. You must manually configure the GUC parameter for the new database.
For more information, see GUC parameters.
Go to the forms page
Log on to the Quick BI console and use one of the following methods to go to the Forms page.
Method 1: Create a form in the left-side navigation pane of the Workbench tab in a workspace
Method 2: Create a form on the Forms page in a workspace
Create a form
On the Form tab, find the widget in the widget library and configure the widget based on your business requirements.
You can perform the operations in the following figure to add controls.
In the upper-right corner of the form edit page, click Save.
In the Save Settings dialog box, configure the parameters and click OK.
NoteIf you configure the parameters in the Save Settings dialog box, the configuration result is the same as the result of using Quick BI to create a table in a database. The value specified by the Physical Form Name parameter cannot be the same as the table name in the source database.
The values of the Physical Form Name and Field Name parameters can contain only lowercase letters, digits, and underscores (_). The values must start and end with lowercase letters or digits.
In this case, you can view the added data in the data form list.
You can also view the created form in the database to which data is written.
Mobile data filling
Prerequisites: You have created a form on the Create Form page.
On the top page, you can switch between the PC and mobile terminals. You can switch to the mobile terminal to edit the page.
After the form is saved, the QR code is displayed on the left side of the page in the editing state. You can scan the QR code to view the latest saved form. This ensures that the form can be filled as expected.
On the Fill In page, fill in the form information and click Submit in the lower part of the page. After the form is submitted, you are remitted to the homepage of the personal form. You can Continue to Submit and View Records.
View History. On the page that appears, click Submit Records in the upper-right corner.
Click the funnel in the upper-right corner of the Filling Records page. The Filter List page appears. You can filter form information.
Click the Edit icon in the Actions column on the right side of the Filling Records page to modify the filling records.
