Design Form
This guide explains how to create a form from scratch, including adding controls, adjusting the layout, and saving your design.
Create a New Form
- Enter the Workspace: Navigate to Tools -> Form -> Form Design. You will enter a blank visual drag-and-drop canvas.
- Arrange Form Structure: In the left Controls Panel, find the required control type (Text Box, Dropdown, etc.), then click or drag it into the central layout area. (See layout rules below).
- Save and Store:
- Once the design is complete, click the top right drawer/menu button and choose to save (upload) it.
- The system will bring the structural tree data directly into a dedicated save interface.
- Fill Basic Info: On the right panel, configure the key info for your newly designed form:
- Name: Give an intuitive name, like "Equipment Inspection Record".
- Type: Choose the business domain it belongs to (e.g., General, Development, Maintenance).
- Description & Remark (Optional): For internal records.
- Finalize: After verifying the info, click the Insert button in the bottom right corner to save!
Supported Control Types
| Control Type | Usage Scenario |
|---|---|
| Text Box | Short text such as names or addresses. |
| Multiline Text | Long text such as remarks or descriptions. |
| Number Box | Numerical values like quantities or amounts. |
| Dropdown | Select one item from a preset list of options. |
| Date/Time | Select a date or a specific time with hours and minutes. |
| Color Picker | Pick a color value. |
| Radio/Checkbox | Yes/No or limited multiple-choice. |
Advanced Layout: Containers
To prevent forms from becoming endlessly long flat lists, the system uses invisible "Containers" to manage page layouts:
1. Row Container
Used for horizontal alignment.
- You can drag a "Row" onto the canvas first, then drag smaller controls (like "Name", "Age") into this "Row".
- Controls placed inside a "Row" automatically shrink in width. This helps to tightly pack related data on a single line (e.g., Province on the left, City on the right).
- Adaptive width is supported. If elements exceed the screen width, horizontal scrolling will be enabled gracefully.
2. Column / Group
Used for vertical stacking or logical grouping. If you want to logically tie several complex inputs together (e.g. three different inspection records for a vehicle), use these.
Layout containers follow strict structural safety rules:
- No Rows Inside Rows: The system prevents you from nesting one "Row" inside another "Row".
- Mutual Exclusion: For specialized controls (like mutually exclusive "Radio button groups"), it's recommended to place them alone in a dedicated row/column. The engine manages their internal states, but avoid mixing unrelated data objects in these specific layout containers.
Configure Control Properties
After selecting a control, you can configure its related properties:
- Label: The text name of the control displayed on the form.
- Required: If checked, users must fill in this field when submitting.
- Default Value (Optional): The pre-filled initial value.
- Options List (Dropdown only): Configure the available options data.
Save Design
After completing the FormDesignStructure editing, click the Save button.
- The saved form remains in the Draft status, and you can edit it at any time.
- Only Draft forms can have their content modified.
To let other users fill out data using this template, you must publish it. See the "Publish Form" chapter.