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1. Form Overview

Basic settings cover the following features: ① Page name ② Submission rules ③ Redirect page after submission ④ Push to “Task Center - Created by me” ⑤ Record title ⑥ Form/workflow serial number ⑦ Hide navigation

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2. Access Path and Usage

Access path: Open an app >> select the target Form page >> click the down arrow next to Edit Form >> Page settings. Form page settings.

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2.1 Usage

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2.1.1 Page Name

The record title refers to the Form page name. You can modify it in two ways. Note: Renaming the Form only affects records submitted afterward. Previously submitted Form names remain unchanged. Path 1: Click the target Form >> click the gear icon for Settings >> change the name. See the effect below: Form gear icon settings. Path 2: Click the target Form >> Edit Form >> Form Design >> click the edit icon next to the Form name in the upper-left corner. This path also lets you set the Form’s English name. See the effect below: Modify the Form name.

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2.1.2 Submission Rules

You can set the Form submission rule to “Only one submission allowed per account”. When enabled, the same account cannot submit multiple instances. (This feature is Off by default; enable it manually if needed.) Note: Submission rules do not apply to data imported in bulk from Excel. Configure submission rules. Submit data.

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2.1.3 Redirect Page After Submission

After you enable “Redirect page after submission” and configure the redirect rule, users are redirected to the specified page after submitting the Form. Note: In the redirect rule configuration, Form variables can only be obtained from the following components: Single-line text, Number input, Select, and Dropdown select. Configure the redirect URL.
  • Example scenario: Redirect to a specified page after submission
Scenario: After entering item information, redirect to the data management page to view Source records. Steps:
  • Click the Edit button for Redirect page after submission. The URL editor dialog appears.
  • Since the target is the data management page, choose an in-app page and select the data management page.
  • Configure the parameters (adjust them based on actual needs), as shown below:
  • After entering item information, the page automatically redirects to the data management page, where you can view Source records. Effect:

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2.1.4 Push to Task Center

Once Push to Task Center is enabled, the submitted instance appears in the “Task Center - Created by me” list. Path: Form page >> Settings >> select Push to “Task Center - Created by me”. After configuration, submit a form instance to view it under “Created by me”. Effect: Push to Created by me.

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2.1.5 Record Title

The default page name format is: “[Initiator] initiated [Page name]”. You can customize the page display name. Note:
  1. Only the following components can be used to compose the display name (the component must be set as required): Single-line text, Number, Select, and Dropdown select.
  2. Changing the page display name only affects newly submitted records. Previously submitted records keep their original page names.
Path: Form settings >> Settings >> Page settings >> Basic settings >> Record title >> click Custom Edit >> configure in the popup editor. Effect: Page display name. Display effect:

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2.1.6 Hide Navigation (Hide Top Navigation Bar)

You can show or hide the page navigation in the Basic settings. Effect: When enabled: When disabled:

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2.1.7 Serial Number

When the serial number is enabled, a serial number is automatically generated each time a new Form instance is submitted. Path: Click the target Form >> Settings >> click the Edit button for Form/workflow serial number. Effect: Edit the serial number format. Display effect on the Source records details page:

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2.2 Settings Specific to Workflow Forms

The following configuration items are available only on workflow form pages, not on regular data Form pages.
  • Workflow page actions
  • Workflow consultation users
  • Redirect after Approval action is Completed

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2.2.1 Page Actions

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3. FAQ

Managing comments and hiding change records in the Basic settings does not apply to app admins or system admins. It only takes effect for users with regular permissions.
Actual scenario: For example, you want to validate a “registered” field—if a record is registered, it cannot be deleted. Scenario: When deleting, check whether the field data is “registered”. If it is “Yes”, the room number must be modified before the record can be deleted; otherwise, deletion is not allowed.Because the Delete event cannot be captured, this requirement cannot be implemented.
Changing the instance title does not apply to already-submitted records. Only newly submitted records follow the new instance title rule.
Check Form page settings >> Basic settings >> Redirect page after submission, and verify whether a Target form is actually selected.