Form Entry-Data Management

1. Overview

The Form Entry module supports row-level permission management for submitted data. Currently, form owners and administrators can set data permission rules.

2. Operations

2.1. Data Viewing

On the form data page, click the form name to preview the data and perform further operations.

2.1.1 View Form Data

Supports switching between main and sub-tables. If there are multiple sub-tables, you can switch to view the desired data. When viewing sub-table data, all main table fields + current sub-table fields are shown by default.

2.1.2 Filter Data

Click "Add Condition", select a field, set the filter, and click "OK" to get the filtered data.

Special notes:

• Text (single & multi-line), choice (single & multiple) controls support "Not Filled";
• Date and number controls support "Is Empty" and "Is Not Empty".

2.1.3 View Edit Log

Click "Edit Log" to view. Note: Only form owners and admins can view the log; submitters cannot.

2.2 Data Permissions

Click "Data Permissions" in the form navigation bar to display the permissions page.

Function Description:

Default Rule	Form Owner: Can view and edit data from "all submitters".
	Form Submitter: Can only view and edit data they submitted (cannot see others').
Custom Permission Rule	User/User Group Setting: Any user or group can be selected. Data visibility: 3 options available.

Note: In custom rules, you can switch main/sub-table to select different fields. In custom rule - free mode, you need to edit according to PostgreSQL syntax.

2.3 Data Editing

2.3.1 Edit Single Row

To edit data, click a row to enter its details and modify.

2.3.2 Batch Edit

Click "Batch Edit" to select rows, then click "Edit Selected" in the upper right.

2.4 Data Deletion

Click "Delete" to select rows to delete.

• You can set conditions to select data to delete, then click "Delete Selected";
• To delete all data, click "Delete All". If filters are set, only filtered data is deleted, not all data.

2.5 Data Import and Export

2.5.1 Import

Only form owners and admins can see the import entry. Use table import to batch add or update data. File size is backend-configurable.

Click "Import" to open the import window and choose the import method.

a. If "Add Data" is selected, you can download a template or use a custom template. Click "Template Config" to upload a template and set the starting row, then confirm.

b. If "Deduplicate and Append" is selected, first export the data to be updated, modify it, and re-upload.

During batch import, several validations are performed. If a problem is found, import stops and the cell and error are reported. Validations include:

a. Required fields: If empty, prompt; b. Single/multiple choice: If content doesn't match options, prompt; c. Number: If out of range, prompt; d. Number/date: If not a number/date, prompt; e. Number: Max 15 digits, if exceeded, prompt; Decimals: Max 6 digits, rounded if exceeded.

2.5.2 Export

Click "Export" in the upper right to export data, including filtered data. The exported Excel includes a rowid column for updates.

Only the current table's data can be exported. If there are multiple sub-tables, switch to the desired table before exporting.

2.6 Data Addition

Click "Add Data" to add a new row. Click a row to enter its details and edit.

Note 1: On the main table data page, all above operations are available. On sub-table data pages, batch import and delete are not supported (batch import for sub-tables is on the form submission page; to delete a sub-table row, do it in the main table edit page).

Note 2: If submitters are allowed to view their own data, they can switch main/sub-table, filter, delete, import, export, add, and edit their own data.

On mobile, submitted data can be viewed in "Submitted Data". Click a record to view details.

2.7 Enter Form Design

Click "Enter Form Design" to go to the design page. See Form Design for details.

3. FAQ

If you encounter problems, see Form Entry FAQ.