Create a Form from AI Table / Approval

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Edition Notes

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1. Introduction

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1.1 Feature Overview

Sync AI Table / OA Approval form data to bridge AI Table / OA Approval with YiDA, so users can reference AI Table / OA Approval data directly on the YiDA side.

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1.2 Use Cases

• Event organizers can use AI Table / OA Approval to manage every stage of an event — attendee sign-up, scheduling, logistics, and more. Participants can submit feedback and requests through forms.
• Security managers can use AI Table sync forms to log safety inspection results, incident reports, and corrective actions. This helps prevent incidents and safeguard employee safety and well-being.

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2. Steps

The steps are essentially the same for both types.

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2.1 Create a Page — Pick a DingTalk AI Table / OA Approval Form

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2.2 Pick the AI Table / OA Approval Form to Sync

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2.3 Configure Sync Fields

Illustration	Setting	Description
	Sync target form	By default, syncs to a new regular form. If you pick Sync to an existing form, the dropdown lists forms that already exist in this app.
	Configure sync fields	Click [Add sync field] to add fields manually — select to add. Or click AI to match automatically.

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2.4 Configure Sync Rules

Illustration	Setting	Description
	Data sync mode	A deduplication primary key must be set when syncing data. In general, use a unique ID — or a composite primary key of several fields — to identify duplicates. Three sync modes are available: Insert only: only sync records whose primary key does not yet exist in the current form. Update only: only sync records whose primary key already exists in the current form. Insert or update: if the primary key exists in the current form, update the record; otherwise, insert it.
	Scheduled sync rules	Settings: Sync time: defaults to the current time; editable manually.
		Repeat rule Sync every 5 minutes Sync hourly Sync daily Sync on every workday Weekly (Friday) sync
		End time: when to stop syncing. Two options: Run count: Specific time: pick a date and time.
	Sync data range and Sort	Each sync currently pulls at most 10,000 records for a regular form and 300 records for a workflow form. When the data volume is large, use [filter conditions + Sort] to update a specific slice. Note: “regular form” and “workflow form” here refer to YiDA page types. When AI Table forms and OA Approval forms are first created in YiDA, they are all regular forms. A workflow form applies once a user manually converts a regular form via “Convert to workflow form in one click”.
	Other	Choose whether the data sync should trigger validation rules, business rules, integration & automation flows, message notifications, and third-party service callbacks.

Once the settings above are in place, click [Save and sync] to run the first sync.

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2.5 View the Data

Once created, you will see a new “regular form” in the app, along with a data set of the same name and type generated at the same time. The first sync after creation may take a few minutes — if the data does not match the source, wait a moment. Click “Dataset sync” to view the sync log. See the illustration below: After creation, if you need to edit the sync rules or manually refresh the data, find the entry points in the form’s dropdown action bar as shown below.

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3. Format Support

AI Table data sync — format support

Field type	Field name	AI Table data type	Sync supported?	Data type after sync	Notes
Common components	Text	Text	Supported	Text
	Multiselect	array	Supported	Text	The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the option ID.
	group	array	Supported	Text	After sync, shows the group ID.
	Date	Date	Supported	Date
	Checkbox	boolean	Supported	Text
	Link	Link	Supported	Text
	Formula	Formula	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Location	Map location	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Phone	Phone, with validation	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Rating	Rating component	Supported	Numerical
	Mail	Text	Supported	Text
	Signature	Image	Supported	Text
	Select	Text	Supported	Text	After sync, shows the option ID.
	User	User	Supported	Text	The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the user ID.
	Department	Department	Supported	Text	The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the department ID.
	Number	Number	Supported	Numerical
	Attachment	Attachment	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Progress	Progress bar	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Lookup	Search box	Supported	Text
	Barcode	Text	Supported	Text
	Address	Cascader	Supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Currency	Number	Supported	Numerical
	ID card	ID card	Supported	Text
Premium components	Autonumber	Number	❌ Not supported Neither Numerical nor Text is supported.
	One-way Link	Association component	Supported	Text
	Related Lookup	Association component	Supported	Text
	Last modified by	User	❌ Not supported	Text
	Last modified time	Date	❌ Not supported	Text
	Rich Text	Rich Text	Supported	Text
	Workflow	Workflow component	Supported	Text	Data type must be set to Text, otherwise data cannot be read. Shows the workflow ID.
	Both-way Link	Text	Supported	Text
	Created by	User	❌ Not supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Created time	Date	❌ Not supported	Text	Data type must be set to Text, otherwise data cannot be read.
	Button	Button component	❌ Not supported Neither Single-line text nor Multi-line text is supported.

OA Approval form data sync — format support: