Skip to main content

2021.06.17 version update-create an application from Excel

Introduction to creating applications from Excel

钉钉宜搭PC端入口

Have you encountered the following problems when using Excel?

  • Table data is not standardized, such as incorrect numbers and decimal places. It takes a lot of time to summarize and sort out the data.
  • Worried about data leakage during Excel collaboration
  • New data needs to be approved
  • More in-depth data analysis is required for historical table data.

In some scenarios, traditional Excel collaboration may have the above-mentioned pain points such as low efficiency, scattered data, poor data quality assurance, repeated data processing, and low security, YIDA focuses on the daily scenarios of business users, provides a way to create YIDA smart form applications based on Excel, and provides better data search.

Set Experience, stronger permission management, data flow approval and notification, and data summary analysis.

First open the DingTalk YIDA home page and select create from Excel

Step 1: select Excel

1) select from the template

2) select from the nail plate

3) upload Excel locally

Select from the template

Select from the nail plate

Upload Excel locally

Step 2: set the field

The platform has automatically identified the types of fields in the sheet page, such as date, single choice, check, member, text, etc. Using YIDA business components will make data collection more standardized.

Step 3: Process Design

1) when new data needs approval, you can start the process and complete the flow chart design.

2) select the forms that enable the approval flow and configure the approver


Step 4: Apply settings

1) Application Name

2) permission settings

If no permission is set, all members of the organization can view the data by default.

The application has been created!

1) you can open the application and submit new data 2) you can share it with the chat.

3) If creating an application does not meet the requirements, you can also edit the application to start your journey of building a low-code application:

  • The platform sends a message notification that the application has been successfully created through the YIDA function number. You can open the application or edit the application.
  • You can also find and edit applications in my application.

Common causes of unsuccessful upgrade

Excel files do not meet the following specifications:

  • Merged cells exist
  • The file size exceeds 2MB.
  • Files not of xls or xlsx type
  • The Sheet header contains empty cells.

-------------------- Get the latest information YIDA, welcome to follow US--------------------

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.
Copyright © 2024钉钉(中国)信息技术有限公司和/或其关联公司浙ICP备18037475号-4