Smart form
Usage Channel | YIDA web page | DingTalk magic wand |
Skill status | Entry: enter an application on the web page and switch to the smart form/smart flow chart skill entry | Currently not supported |
1. Get started quickly
1.1. Access
Usage Channel | Create Page | YIDA AI |
Skill status | On the application page list, create a new page, select flow chart or common form, and click create smart form 」 | Entry: enter an application on the web page and switch to the smart form/smart flow chart skill entry |
1.2. How to create intelligently
To lower the threshold for creating an application form page, you can enter an application.Excel, dialogue, photo readingGenerate normal form or flow chart 」
1.2.1. Draw handwritten forms or print electronic forms, take photos and read pictures to generate required page documents
PassTake photosQuickly generate form applications(Such as employee basic information registration form, NPS satisfaction survey, club recruitment registration, paid activity registration, fault registration form)
Example of a hand-drawn table | Spreadsheet example |
- Recommend best writing & photographing posture: (example is as follows)
- When taking photos, try to shoot the phone directly. Do not reverse the camera to 90 degrees or 180 degrees.
- Try to leave a certain blank when taking photos. The table area occupies no more than 1/4 of the overall picture area.
- Text writing should be as neat as possible: each word in a line should be as close as possible, not too far apart, the size of each word is similar, not scribbled
- Try not to have adhesion between handwritten text and handwritten form lines.
- Do not display multiple tables on one image
1.2.2. Quickly upload Excel to generate forms
Click upload excel to view the sample form. You can upload a form based on existing excel.
1.2.3. Describe the business scenario you want and generate page documents intelligently.
You can describe the page scenario, including the scene name + field and quick page document. For example:
- I want a financial approval document.
- I want to create a feedback form with satisfaction, rating and feedback information.
1.3. How to intelligently and quickly fine-tune a page
After the page is generated, you can use the following commands(11 skills)Fine-tune the form page as needed,Until it meets your business expectations.
The range of functions that can be adjusted. | The usage of recommend is as follows: |
Intelligent supplementary application specific business fields | Please Add/improveApplication NameOther field information that should be available(eg: please help me expand the information of other fields that should be available for new product feedback sampling) |
Add a specified field | Add/addField name(eg: add Inspector Field) |
Modify the field name | FieldField name A"Update/modify toField name B"(eg: the field "star rating" is changed to "inspection total score") |
Delete a specified field | Delete/removeField name(eg: delete store address) |
Modify the field component type(Including single-line text, multi-line text, value, date, drop-down single choice, member, drop-down check, Button check, score, image, attachment, date range, address, positioning component) | PleaseField nameComponent Type AChangeComponent Type B(eg: change the input box of the feedback channel to the drop-down single choice) |
Smart supplement the business option value of the specified field | HereField nameAdd related options/add 1 option(eg: add relevant options to feedback channels) |
Supplement the specified business option value of the specified field | New option: Please giveField nameAddOption nameOptions(eg: Please add AMAP to the feedback channel) |
Modify option name | FieldField name"InOption name A"Change toOption name B"(eg: in the field feedback channel, "AMAP to store" is changed to "public comment") |
Delete field option value | Please deleteField nameInOption nameOptions(eg: Please delete the public comment option in the feedback channel) |
Adjust field order | Please exchangeField name AAndField name BLocation(eg: please exchange the location of inspection personnel and inspection date) |
Change form page background | Change the page background/page atmosphere mapImage styleStyle(eg:Change the page atmosphere map to smart and industrial design style) |
1.4. Quick page sharing
After the form page is generated, one click is supported.Generate fill-in QR codeOrPublic access linkAt the same time, it also supports one-click sharing to the group to quickly start data collection.
1.4.1. Quickly generate a QR code
You can click more-generate a QR code to directly generate a QR code. You can scan the QR code to start filling the information ~
1.4.2. Quickly generate public page access addresses
You can click more-get public release address to quickly fill in information for members outside the organization.
1.4.3. Add to group with one click
You can click more-add to group to add a link to the group chat in the DingTalk client. You can open the form page in the quick portal of the group chat to start filling in the information ~