Data Entry Setting

  • Last update:  2023-12-25
  • Overview

    Application Scenario

    You can change the display effect of the data entry page as needed, including toolbar buttons, the background color of the current edit row, and direct display of widgets. You can also set data entry events to meet customized needs.

     

    Function Description

    1. Function entry: Choose Template > Web Attribute on the designer menu bar and click the Data Entry Setting tab.

     

    2. The following table describes main functional modules.

    Function

    Description

    Setting method

    Allows you to set Following Settings to Use Server Settings or Set for This Template Separately, which is the first step of data entry setting.

    Display effect

    Allows you to set the sheet and report display location and determine whether to display widgets directly.

    Edit effect

    Allows you to configure Set Background When Filling Current Edit Row, Prompt Upon Leave Without Data Entry Submission, and Auto Temporary Storage.

    Toolbar

    Allows you to determine whether to display the toolbar and to customize the content displayed on the toolbar.

    Event setting

    Allows you to set data entry events to meet special data entry needs.


    iconNote:
     These page settings are not fully supported on mobile terminals. For example, the report display location remains the same on mobile terminals no matter you set Report Display Location to Center or Left.


    Setting Method

    Using Server Settings

    If Following Settings is set to Use Server Settings (default setting), the following settings are grayed out and cannot be edited. In this way, the system reads the data entry settings in the server configuration.

     

    To modify the data entry page predefined by the server, you can choose Server > Server Configuration on the menu bar of the designer, click the Data Entry Setting tab, and perform modifications.

     

    Setting for This Template Separately

    If Following Settings is set to Set for This Template Separately, the following settings are editable and only apply to the current data entry template.

    Display Effect

    Sheet Display Location

    If a data entry template contains multiple set sheets, you can set the sheet display location (Bottom by default) on the Data Entry Setting tab page.

     

    • Set Sheet Display Location to Bottom.

     

    • Set Sheet Display Location to Top.

     

    Report Display Location

    You can change the report display location (Left by default) during preview.

     

    • Set Report Display Location to Left.

     

    • Set Report Display Location to Center.

     

    Displaying Widgets Directly

    You can use the Display Widget Directly function to determine whether to display widgets after the page is loaded. If the function is unticked (default setting), widgets will be displayed only after you click a cell. If the function is ticked, all widgets will be displayed after the page is loaded.

    The function is only valid for certain widgets. The following widgets are displayed directly no matter the function is enabled or not: button widgets, checkbox widgets, radio button group widgets, checkbox group widgets, list widgets, and view tree widgets.

    After the function is enabled, the automatic line breaking effect of cell content is disabled. This is because the content is displayed in widgets which do not support automatic line breaks.

    iconNote:
    Proceed with caution whenyou enable the function. If many extended rows exist in widgets, enabling the function will greatly reduce the page load speed. 


    • Untick Display Widget Directly.

     

    • Tick Display Widget Directly.

     

    Edit Effect

    Setting the Background During Data Entry in the Current Edit Row

    In scenarios with many data entry rows, you can use the function (unticked by default) to quickly locate the current edit row. To use the function, you need to tick the function and select a color.

     

    The following figure shows the effect during data entry preview.

     移动端颜色当前行.gif

    Displaying a Prompt Upon Leave Without Data Entry Submission

    After Prompt Upon Leave Without Data Entry Submission is ticked (default setting), if a cell has ever been filled (as a result of which a red corner mark appears in the cell), a prompt pops up when you refresh or leave the page to prevent accidental data loss.

    iconNote:
    The following scenarios will not trigger Prompt Upon Leave Without Data Entry Submission: 1. Data is not filled in or modified after importing Excel. 2. The data entry template is opened and filled on the decision-making platform. 3. The page is refreshed using dynamic parameters. 4. The data entry page is embedded into other pages.


    • Refresh the page after operation.

     填报刷新.gif

    • Leave the page after operation.

     填报离开.gif

    Auto Temporary Storage

    After Auto Temporary Storage (unticked by default) is ticked, the filled data is saved during data entry. When you go to the data entry page after leaving or refreshing the page, the previously filled data is displayed again. For details, see Data Entry Temporary Storage.

     

    Toolbar

    Showing the Toolbar

    Use Toolbar is ticked by default, showing the toolbar at the top during data entry preview. You can untick the function to hide the toolbar.

     

    Adding Tools

    After selecting a tool, click the  icon or double-click the tool to add the tool to the top toolbar; click the   icon to add the tool to the bottom toolbar. The following figure shows the operation method.

     添加工具.gif

    The  following figure shows the display effect during data entry preview.

     

    Customizing the Toolbar

    Click the  icon on the right of the toolbar to open the toolbar edit page.

     

    You can modify the attributes of added buttons, sort/delete buttons, and customize the toolbar background on the edit page.

     

    Event Settings

    Click the + icon under Event Settings to add data entry events, meeting your customized data entry needs through different event types.

     

    The following figure shows supported data entry events.

     

     


    Attachment List


    Theme: Data Entry
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