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2021.08.30 update-data management page capability upgrade

Upgrade purpose

In order to solve the recent high-frequency VOC demand on the data management page, this upgrade aims at solving user pain points, improving user experience, and polishing product details. The following scenarios have been upgraded:

  1. Supports sub-table data management scenarios, indicating that fine management is more convenient.
  2. Enhanced complex sorting, filtering, and aggregation of header batch operations to enrich basic list capabilities
  3. Improve the import/export adaptation function of typical components, add functions such as download import template, export wizard, and download file wizard, and import and export quickly closed loop
  4. The new data interaction behavior operation line makes data operation and management smoother.

Upgrade overview

Typical user scenarios

Upgrade Directory

1 [list Data Domain]: open sub-table data and customize sorting, making data query more convenient

    • [Subform field display]: displays the subform field. Click to load 50 pieces of data in the subtable and support the display of subform change records.
    • [Set display columns]: flexibly set the field order of the primary and child tables of the list. By default, columns are displayed according to business rules.
    • [Custom sorting]: add custom sorting rules to meet complex sorting requirements
    • [Column width adjustment]: Customize the column width. It is saved by default to achieve a thousand-person and Thousand-face style.
    • [List refresh]: add a list refresh operation to quickly view imported data updates
    • [List page limit]: adjust the maximum number of data displayed on each page of the list to 50

1.1 subtable field display and subtable change Records

Before (subtable fields cannot be displayed without subtable change Records)

After (list shows subtable fields and can display subtable change Records)

1.2 set display columns

  • By default, the list is displayed from left to right in the order of "instance title" + all business fields + subtable columns + "system preset fields: author, author organization, creation time, the modification time is displayed.
  • Optimize the display column interaction mode to make field selection more convenient.

Before (System fields are displayed by default, and business fields are not displayed)

After (by default, important business fields are displayed in sequence and custom settings are supported)

1.3 custom sorting

  • Cancel page settings> default sorting rules to make the default rules compatible with the list. By default, the rules are sorted in reverse order according to the creation time.
  • You can customize sorting rules and select different sorting components (single-line text/multi-line text/value/single-line/Score/Date/date components) define rules (ascending/descending).

Before (sort by custom time option by default)

After (supports preset time Reverse order + custom complex sorting rules)

2 [list filter domain]: enhanced field filter conditions, open approval Field query, support word search

    • [Filter approval fields]: supports filtering the current approval node and approval results.
    • [Rich filter conditions]: supports flexible filter operators for different components
    • [Filter domain interaction optimization]: filter domain supports expanding/folding, and visual filter items
    • [Support word segmentation search]: Support word segmentation accurate/fuzzy search (online)

2.1 Filtering supported approval fields

Before

After (supports filtering approval fields)

2.2 filter domain fields support flexible operators

Before (the filter field operator is equal to by default)

After (filter fields support complex operators based on different component types)

3 [list/form interaction optimization]: list data View/add/file download interaction upgrade

    • [Data operation interactive upgrade]: add/edit/view the unified drawer form of list data
    • [Form View interactive upgrade]: form View/share supports multiple interactive modes
    • [Quick Edit Page]: directly enter the form designer in the management background
    • [Unified list operations]: fixed operation columns, unified download operations, and aggregate batch operations

3.1 List/form data/Operation interaction upgrade

Before (create/edit a form to open a new page)

After (create/edit form interaction in drawer form)

4 [data import]: Supports downloading import templates and adapting department/member/Image/Attachment components

    • [Download import template]: Supports importing templates from the download list.
    • [Rich import components]: Main/sub-table import/modify adaptation department/member/Image/Attachment components
    • [Improve component import specifications]: Add/optimize data format specifications that support component import
    • [Import/modify error update]: optimize truncation-> Full error notification mechanism
    • [Increase the maximum size of imported/modified/initiated files]: the file size cannot exceed 2MB->20MB,File size increased by 10 times
    • [Maximum number of batch initiated data]: Batch initiated from 100->1000,Data volume increased by 10 times
    • [Introduction to import Excel]: Excel does not support formula calculation and images/attachments occupy a certain attachment capacity.

4.1 Data import supports downloading templates

    • The management state and access state are initiated in batches (sub-tables are supported), imported in batches (sub-tables are supported), and modified in batches (sub-tables are not supported).

Before (import is provided without templates, and the data volume and size are small)

After (import supports downloading templates and increasing the data limit)

  1. Images/attachments are not supported.
  2. Importing Department components is not supported.
  3. Member components cannot be imported properly after being exported.


After downloading the import template, the import format specification of the imported components is provided, which is suitable for departments/Members/images/attachments to ensure that the exported files can be imported normally.

4.2 Data error truncation-> Full friendly reminder

Before (the import error is not clear, only one error is reported)

After (Optimize Business error and full reminder)





Add five common business errors:

Error logic

Returns the user error message.

The multi-selection mode of the component does not match the number of input data.

This component does not have the multi-selection mode enabled. Only one option value can be imported. To import multiple option values, go to the form designer to enable the multi-selection configuration of this component.

The input member data is incorrect and the corresponding member information is not found.

The currently imported member data is incorrect and does not match the member information correctly. Please check!

The corresponding department information cannot be found.

The imported department data is incorrect and does not match the member information correctly. Please check!

The number of attachments and image components exceeds the upper limit set by the current component.

The number of imported attachments has exceeded the maximum number of file uploads configured in the page designer. Please check!

The number of imported images has exceeded the maximum number of file uploads configured in the page designer. Please check!

The suffix format of the image must end with ".gif",".png",".jpeg",".jpg"

The currently imported Image format is incorrect. Currently, the image suffix format only ends with ".gif",".png",".jpeg",".jpg". Please check!

5 [data export]: supports export wizard, download files, export departments/Members/images/attachments

    • [Support export wizard]: supports and displays the selected column and column data for export, making export more flexible.
    • [Export and adapt more components]: Excel export and adapt Department/member/Image/Attachment components, support link online preview
    • [Supports batch download files]: batch download list images/attachments, and manage zip files locally.
    • [Add download file records]: add historical download file records to facilitate quick download of historical files

5.1 export support wizard select row and column data

Before (only all data can be exported. Column fields cannot be selected)

After (some data can be exported and column fields can be selected)





5.2 Excel supports exporting images/attachments

Before (Images/attachments cannot be exported)

After (export images and attachments can be displayed as URLs)

Excel export does not support Image/Attachment fields

5.3 download files (Images/attachments)

Before (Images/attachments cannot be downloaded)

After (you can download images and attachments in zip packages)

Batch download of all files in the list (Images/attachments) is not supported.

You can select a number of data to download files.

6 [data operation]: the default permission for data editing is upgraded, and the background is open for batch deletion.

    • [Edit/delete permission optimization]: the default initiator/creator of a common form has the permission to edit/delete operations.
    • [Batch deletion optimization]: Common form/flow chart management state unified alignment adaptation supports batch deletion quick operation
    • [Date component]: supports formatting and displaying by date. Filtering supports time and seconds. The preset fields in the time system are accurate to seconds.
    • [Unified Department/member format]: two-way support for importing and exporting department/member components

6.1 by default, the initiator/creator of a common form has the permission to edit or delete.

Before (edit/delete permissions are not enabled by default)

After (edit/delete permissions are enabled by default for my submission)




6.2 form background supports quick batch deletion

    • Common form/flow chart/Common form background creation generated Management page/flow chart background creation generated Management page supports batch deletion operation, regardless of permissions.

Before (batch deletion is only supported in the background of common forms)

After (the form background data management page supports batch deletion)


7 [member/date component]: member import/export format is unified, date display/export support time and seconds

    • Member import/export format is unified to ensure that exported Excel data can be imported into the list normally.
    • Data Management page export supports the time-minute format for preset system Time fields. Common date component export can be set according to the format configuration of the date component of the form designer.

8 [mobile function upgrade]: Display subforms and change Records/filter support conditional operators

    • The mobile terminal can display the subform entry and view the subtable change records.
    • Mobile Filter fields support complex and flexible filter operators.

8.1 the mobile terminal supports displaying subforms.

Before (subforms are not supported)

After (subforms can be exposed and details of subtables can be viewed)

8.2 The mobile terminal supports subform change records.

Before (subtable change records are not supported)

After

8.3 Mobile Filter conditions support complex operators

Before (subforms are not supported)

After (subforms can be exposed and details of subtables can be viewed)

9 [unified history style]: import, initiate, modify, export, and download file record lists are integrated

    • After downloading files in batches, add a "download file record" to view the downloaded files (Images/attachments) compressed package content.
    • Import/initiate/modify/export/download file records maintain the consistency of interaction with all data, and download file operations are uniformly folded to the operation column, and the operator/operation time/status/file name are uniformly arranged and named.
    • Import/initiate/modify/export/download file record add "refresh/filter" operation, after the file operation is performed, you can display the latest import/export and other related record information after the current tab is refreshed without refreshing the browser.

Before (the export record does not have a unified operation column and cannot be refreshed)

After (each data record tab has a unified interactive style and supports refreshing)

10 [novice guide]: new function User Guide

    • You can upgrade the ability of exporting/downloading files, customizing sorting, setting display columns, and filtering.


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