> ## Documentation Index
> Fetch the complete documentation index at: https://help.dingtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Form from AI Table / Approval

> Feature comparison across YiDA editions — Free, Basic, Professional, and Dedicated — covering organization limits, per-pull data volume, manual sync counts, scheduled sync frequency, and sync trigger logic. Also walks through the steps for syncing AI Table / OA Approval form data into YiDA and typical use cases.

## Edition Notes

| **Capability / Edition** | **YiDA Free plan** | **YiDA Basic edition**                                                               | **YiDA Professional edition**                                                        | **YiDA Dedicated edition**                                                           |
| ------------------------ | ------------------ | ------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------ |
| Organization limit       | 1                  | 3                                                                                    | 5                                                                                    | 10                                                                                   |
| Data volume per pull     | 1,000 records      | 2,000 records                                                                        | 5,000 records                                                                        | 10,000 records                                                                       |
| Manual sync count        | 1 / day / item     | 5 / day / item                                                                       | 20 / day / item                                                                      | 100 / day / item                                                                     |
| Scheduled sync frequency | ❌                  | Once a day                                                                           | Once an hour                                                                         | Every 5 minutes                                                                      |
| Sync trigger logic       | ❌                  | ✅ Supports triggering integration & automation, validation, business rules, and more | ✅ Supports triggering integration & automation, validation, business rules, and more | ✅ Supports triggering integration & automation, validation, business rules, and more |

## 1. Introduction

### 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.

### 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.

## 2. Steps

The steps are essentially the same for both types.

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

<Steps>
  <Step title="Step 1">
    Sign in to the [**YiDA Workbench**](https://www.yidaapps.com/workPlatform). Select the target app and open its page management screen.
  </Step>

  <Step title="Step 2">
    Click the icon in the upper-left corner, and choose Sync DingTalk data to a form — **DingTalk AI Table**.
  </Step>
</Steps>

### 2.2 Pick the AI Table / OA Approval Form to Sync

| AI Table                                                                                                                                                                                    | OA Approval form                                                                                                                                                        |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|                                                                                                                                                                                             |                                                                                                                                                                         |
| **AI Table selectable scope**: 1. AI Tables in the Organization Knowledge Base for which the current user has management permissions. 2. AI Tables the current user has created in My Docs. | **OA Approval form selectable scope**: once the permission request is approved, all OA Approval forms in the organization can be pulled. Grant authorization with care. |

### 2.3 Configure Sync Fields

<table>
  <tr>
    <td>**Illustration**</td>
    <td>**Setting**</td>
    <td>**Description**</td>
  </tr>

  <tr>
    <td rowSpan={2} />

    <td>**Sync target form**</td>
    <td><ol><li>By default, syncs to a new regular form.</li><li>If you pick Sync to an existing form, the dropdown lists forms that already exist in this app.</li></ol><br /></td>
  </tr>

  <tr>
    <td>**Configure sync fields**</td>
    <td><ol><li>Click \[Add sync field] to add fields manually — select to add.</li></ol><br /><br /><ol><li>Or click AI to match automatically.</li></ol></td>
  </tr>
</table>

*

### 2.4 Configure Sync Rules

<table>
  <tr>
    <td>**Illustration**</td>
    <td>**Setting**</td>
    <td>**Description**</td>
  </tr>

  <tr>
    <td rowSpan={6}>
      <br />
    </td>

    <td>**Data sync mode**</td>
    <td>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.<br />Three sync modes are available:<br /><ul><li>Insert only: only sync records whose primary key does not yet exist in the current form.</li><li>Update only: only sync records whose primary key already exists in the current form.</li><li>Insert or update: if the primary key exists in the current form, update the record; otherwise, insert it.</li></ul><br /></td>
  </tr>

  <tr>
    <td rowSpan={3}>**Scheduled sync rules**</td>
    <td>Settings:<br />Sync time: defaults to the current time; editable manually.</td>
  </tr>

  <tr>
    <td>Repeat rule<br /><ol><li>Sync every 5 minutes</li></ol><br /><ol /><br /><ol><li>Sync hourly</li></ol><br /><ol /><br /><ol><li>Sync daily</li></ol><br /><ol /><br /><ol><li>Sync on every workday</li></ol><br /><ol /><br /><ol><li>Weekly (Friday) sync</li></ol><br /><ol /><br /></td>
  </tr>

  <tr>
    <td>End time: when to stop syncing.<br />Two options:<br /><ol><li>Run count:</li><li>Specific time: pick a date and time.</li></ol><br /></td>
  </tr>

  <tr>
    <td>**Sync data range and Sort**</td>
    <td>Each sync currently pulls at most 10,000 records for a regular form and 300 records for a workflow form.<br />When the data volume is large, use \[filter conditions + Sort] to update a specific slice.<br /><br />Note: "regular form" and "workflow form" here refer to YiDA page types.<br />When AI Table forms and OA Approval forms are first created in YiDA, they are all regular forms.<br />A workflow form applies once a user manually converts a regular form via "Convert to workflow form in one click".</td>
  </tr>

  <tr>
    <td>**Other**</td>
    <td>Choose whether the data sync should trigger validation rules, business rules, integration & automation flows, message notifications, and third-party service callbacks.</td>
  </tr>
</table>

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

<Tip>
  \[Note]

  When historical data exceeds 10,000 records and you want it all synced into the YiDA form during initialization, there are currently two workarounds:

  Option 1: Under "Sync rules" — "Sync data range and Sort", set up "Filter conditions" and update across multiple manual sync passes.

  Option 2: After the form is created, bring the remaining data in all at once via "Bulk import" into the corresponding form.
</Tip>

### 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.

<Note>
  **About the Sync data button:**

  **Free plan**: only one click-to-sync per day.

  **Paid editions**: not unlimited — see the edition notes in section 1 for details.
</Note>

## 3. Format Support

**AI Table data sync — format support**

<table>
  <tr>
    <td>**Field type**</td>
    <td>**Field name**</td>
    <td>**AI Table data type**</td>
    <td>**Sync supported?**</td>
    <td>**Data type after sync**</td>
    <td>**Notes**</td>
  </tr>

  <tr>
    <td rowSpan={23}>**Common components**</td>
    <td>Text</td>
    <td>Text<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Multiselect</td>
    <td>array<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the option ID.</td>
  </tr>

  <tr>
    <td>group</td>
    <td>array<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>After sync, shows the group ID.</td>
  </tr>

  <tr>
    <td>Date</td>
    <td>Date<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Date</td>

    <td />
  </tr>

  <tr>
    <td>Checkbox</td>
    <td>boolean<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text</td>

    <td />
  </tr>

  <tr>
    <td>Link</td>
    <td>Link<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text</td>

    <td />
  </tr>

  <tr>
    <td>Formula</td>
    <td>Formula<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Location</td>
    <td>Map location<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Phone</td>
    <td>Phone, with validation<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Rating</td>
    <td>Rating component<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Numerical<br /></td>

    <td />
  </tr>

  <tr>
    <td>Mail</td>
    <td>Text<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Signature</td>
    <td>Image<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Select</td>
    <td>Text</td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>After sync, shows the option ID.</td>
  </tr>

  <tr>
    <td>User</td>
    <td>User<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the user ID.</td>
  </tr>

  <tr>
    <td>Department</td>
    <td>Department<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>The sync data type must be set to Text, otherwise data cannot be read. After sync, shows the department ID.</td>
  </tr>

  <tr>
    <td>Number</td>
    <td>Number</td>
    <td><ul><li>Supported</li></ul></td>
    <td>Numerical</td>

    <td />
  </tr>

  <tr>
    <td>Attachment</td>
    <td>Attachment<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Progress</td>
    <td>Progress bar<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Lookup</td>
    <td>Search box<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Barcode</td>
    <td>Text<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Address</td>
    <td>Cascader<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Currency</td>
    <td>Number<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Numerical<br /></td>

    <td />
  </tr>

  <tr>
    <td>ID card</td>
    <td>ID card</td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td rowSpan={11}>**Premium components**</td>
    <td>Autonumber</td>
    <td>Number<br /></td>
    <td>❌ Not supported<br />Neither Numerical nor Text is supported.</td>

    <td />

    <td />
  </tr>

  <tr>
    <td>One-way Link</td>
    <td>Association component<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Related Lookup</td>
    <td>Association component<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Last modified by</td>
    <td>User</td>
    <td>❌ Not supported</td>
    <td>Text</td>

    <td />
  </tr>

  <tr>
    <td>Last modified time</td>
    <td>Date</td>
    <td>❌ Not supported</td>
    <td>Text</td>

    <td />
  </tr>

  <tr>
    <td>Rich Text</td>
    <td>Rich Text<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Workflow</td>
    <td>Workflow component<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>
    <td>Data type must be set to Text, otherwise data cannot be read. Shows the workflow ID.</td>
  </tr>

  <tr>
    <td>Both-way Link</td>
    <td>Text<br /></td>
    <td><ul><li>Supported</li></ul></td>
    <td>Text<br /></td>

    <td />
  </tr>

  <tr>
    <td>Created by</td>
    <td>User</td>
    <td>❌ Not supported</td>
    <td>Text</td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Created time</td>
    <td>Date</td>
    <td>❌ Not supported</td>
    <td>Text</td>
    <td>Data type must be set to Text, otherwise data cannot be read.</td>
  </tr>

  <tr>
    <td>Button</td>
    <td>Button component<br /></td>
    <td>❌ Not supported<br />Neither Single-line text nor Multi-line text is supported.</td>

    <td />

    <td />
  </tr>
</table>

**OA Approval form data sync — format support:**

| **OA Approval form component type** | **Sync supported?** | **YiDA form component type**                      | **Data type after sync** |
| ----------------------------------- | ------------------- | ------------------------------------------------- | ------------------------ |
| Single-line text                    | • Supported         | Single-line text                                  | Text                     |
| Multi-line text                     | • Supported         | Multi-line text                                   | Text                     |
| Numerical                           | • Supported         | Numerical                                         | Numerical                |
| Date                                | • Supported         | Date                                              | Date                     |
| Other components                    | • Supported         | Must pick "Single-line text" or "Multi-line text" | Text                     |