Create Your First Workflow Form

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1. Introduction

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1.1 Feature Overview

Forms are the foundational tool in YiDA, and all data entry and collection rely on them. As a result, forms also serve as the source of data. Workflow form: enables data to flow upward level by level for tiered approval. You can also assign permissions to further manage workflow data.

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2. Entry Point

Entry point: Edit app > Page management > ➕ > Create workflow form. Five creation methods are available: create from template, create smart form, create blank page, create page by importing Excel, and sync from DingTalk Base to form.

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3. Create a Regular Form

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3.1 Create a Smart Form

Click Create smart form, then enter a prompt in the AI Assistant, such as “Build a ‘Vehicle request’ workflow form containing request ID, request date, requested vehicle type, requester, and request reason.” Based on the prompt, the AI automatically creates the corresponding form.

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3.2 Create a Blank Page

• Click Create blank page to open a blank page in the form designer.

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3.3 Create a Page by Importing Excel

1. Click Create page by importing Excel.
2. Select the Excel file (local Excel) > Preview data > Form settings (select data type) > Import data.
3. Once the import succeeds, you are redirected to the new form page.

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3.4 Sync from DingTalk Base to Form

1. Click Sync from DingTalk Base to form and configure the sync settings.
2. The popup displays the sync steps: first select a dataset, then configure the sync form and fields.
3. To create a new YiDA dataset, configure the base and the specific table within it.

4. To select an existing YiDA dataset, see Create a dataset from the DingTalk Data Asset Platform for detailed steps.

View the detailed documentation.

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3.5 Create from a Template

• In the template list, select a template and click Use.