Create a Form

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1. Introduction

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1.1 Feature Overview

Once you have confirmed the data to collect, create a form and design it to match your requirements.

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1.2 Use Cases

Two form types are available. A regular form includes collaboration features and supports permission-based data management. A workflow form includes workflow features and supports workflow design. There are three ways to create a form:

• Create from blank
• Create from a template
• Create a form from Excel (uses Excel headers as components)

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2. How to Create a Form

Path: Open the YiDA workbench >> Click My Apps or Create new >> Enter the app editor.

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2.1 Steps

(1) On the current App Center page, click Create blank form. (2) At the top of the left-hand navigation pane of the app, click Create page, then select Create form from the drop-down menu.

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3. Create from Blank

Design your form from scratch with full customization.

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4. Create from a Template

Select a suitable template to quickly create a form that fits your needs.

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5. Create from Excel

Prepare an Excel spreadsheet locally, then import it directly into YiDA. Path: Click the target app >> Create form >> Import from Excel. Import a form from Excel. Upload the spreadsheet data. For details on bulk import, see Bulk import.