1. Dashboards and Visualization
  2. Dashboards
  3. Design Dashboards
  4. Forms

Forms are dashboards created to capture data entry. The data captured in a form is automatically posted back to the source module.

Care should be taken when creating forms to ensure that the layout of the form, and the order of the elements on the dashboard, match the order in which the user accesses the data they are entering. It’s very frustrating for users to have to move backwards and forwards around a form to enter data — try to ensure the order in which the user sees the data is reflected in the order of elements on the form.

Let’s say you want to create a form to capture employee details. The source module contains a list of employee names and a number of line items represent different aspects of employees’ personal data. When creating the form (dashboard), the employee names would be published as a page selector and the line items as a series of fields to collect the relevant employee information. To ensure a good experience for the user entering data, the order of the fields on the dashboard would be dictated by the order in which the information is presented in the source material(s).

Users select an employee name from the page selector and then tab between elements to add data manually or copy and paste data from other sources.

Creating a form

  1. Open a module, and, if necessary, pivot to show line items on rows.
  2. Highlight the line items (rows) you want to publish to the form.
  3. From the View menu, select Publish Selected Line Items to Dashboard and choose a dashboard (or create a new one).
    The line items display as elements at the bottom of the selected dashboard in the Dashboard Designer.
  4. Arrange the elements as required.
  5. Grab the blue Move handle to drag the form elements and resize them using the arrowhead in the bottom right-hand corner.
  6. Select Save or Save & Exit on the dashboard toolbar.