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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

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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 ~

This doc is generated using machine translation. Any discrepancies or differences created in the translation are not binding and have no legal effect for compliance or enforcement purposes.
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