Forms in Gaio takes on two roles:

  1. Filters on dashboards, allowing users to choose what will be displayed

  2. Being an interface for data input that will be used for various purposes, such as storing data within Gaio. In this case, it can replace spreadsheets that store data within the company

To create a report, access the left menu and in the Form option, click on the New Form button .

This will open the form builder below, which is divided into three areas:

  1. Form Settings

  2. Form fields

  3. General Settings of the chosen field

1. Form Settings

Run process item , it is defined which process will be executed when the user Submits the Form . At this point, Gaio will deliver the filled values to the destination process in parameters that must have been previously created .

The form can be executed in two ways:

  1. Background : in this option the target process will only be executed.

  2. Go to process : in this option, Gaio will execute the chosen process and the dashboard for that process will be brought to the screen.

1.1 Background

When running in the background, it may be important that the screen is updated, that the values selected in the form are not cleared and the user may also be asked to confirm sending the form before sending.

1.2 Go to process

Going to the process will bring the data that the other dashboard process contains.

2. Form fields

Several types of fields are available to compose the form.

3. General field settings

Various settings are required for each field entered on the form.

As an example, we use a Multiple Choice field below :

  1. The first step is to link the field to a previously created parameter, so that it receives the value entered by the user when submitting the form. If you have not created the parameter previously, save the form, go to parameter creation and return to the form.

  2. View only : this is a field that is presented to the user, but cannot be changed.

  3. Mandatory : The user can only submit the form if they have filled in the mandatory fields.

  4. Button : The field values will be displayed as a side-by-side button and not as a vertical list of values in which you select which item will be selected.

  5. Value input mode: field values can be entered here or can come from a column in a specific table. In this second case, the user must inform the Application , Table and Column from which the values will come. This option is interesting because the value options will always be automatically updated with the values in the table.

  6. Parameter value : This is the value that will be passed in the parameter and delivered to the target process. E.g.: product code.

  7. Visual reference : this is the value that the user will see on the screen. Eg: product description.

  8. Sorting : you can sort the column ascending or descending.

  9. Lines : According to item 5 , it may happen that values are searched in a column with a very high volume of options, for example Customer Name in a company that has 50 million customers. It is not coherent to search for this volume of options for a form field. With this option, you will restrict the volume of options for the user and prevent the Browser from crashing with so much data.

  10. Title : title of the field that will be presented to the user.

  11. Description : supporting text for the user to know how to fill in the field. Not obligatory.

Some different options will be offered depending on the type of field chosen, but without major variations compared to what was explained above.

4. Using a Form in dashboards

Once the form is ready, it is now necessary to insert it into a Dashboard -type process , so that the user has access. To do this, you will find the Form in the Tasks Menu .

A dashboard can have more than one form, including different forms of presentation, such as a button, an open form on the dashboard and a hidden form in the menu to the right of the dashboard.

When clicked, the form settings for that chosen Dashboard (process) are presented:

  1. Name of the form the user will see.

  2. Choose the created form to be displayed.

  3. With this option, only one button will be displayed on the dashboard, which when clicked will show the form.

  4. This option will bring the form within the dashboard, side by side with graphs and table. In this case, it is essential to open the Edit Dashboard to scale the size of the form on the screen.

  5. Using the sidebar form, whenever the user wants to view the fields/filters, they must click on the top right corner of the dashboard to open a side menu with the fields.

  6. Filter behavior button , Gaio will hide the Submit button and whenever the user clicks on a value in the field, all values will be sent and if the form calls the process itself, the screen will be updated with new data.

  7. Do not use card visuals on the dashboard: by checking this box, Gaio will not bring a border to the form nor will it have a white background color.

Finally, the text, color and size of the submit button can be changed.

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