Sheet view in data forms

The sheet view in dataforms lets you visualize form data as a grid. The column headings represent the selected data from fields and system fields, whereas the rows display the values captured in each field.

Note:

Suppose you're adding rows or modifying data within rows that consist of form fields. In that case, sequence number fields generated using form data for that row will not be generated, and integrations and field validations will not be triggered.

Creating a sheet view

1. Sign in to Kissflow > open your App > Application builder.
2. Navigate to the data form tab > open a data form.
3. Click Views > Create view.
4. Click Sheet.
5. Enter a name for the sheet > click Create.

   

     

Configuring the sheet view

General settings

You can modify the name of the sheet here.

Sheet settings

Click Add columns to create columns in the sheet view. You can select columns from form fields or system fields. Click Select All to add all the fields as columns in the sheet view.

Under Manage columns, you can drag-and-drop the fields to rearrange the order of the columns. You can also delete the columns if they are not required. Click Save to complete the configuration.

Data filter

You can use the data filter to determine how to show the data in the sheet view. To do this, under Data filter > Advanced filters, you can apply conditions using operators and values. In an advanced filter, you can select a field, an operator such as Equal to, Not equal to, Part of, etc., specify if it is a value, field, or parameter, and match it with a corresponding value. Add additional conditions, such as AND/OR, to these filters.

Quick filter

A quick filter helps you view the filtered data in a separate tab. You can drag-and-drop the added filters to rearrange them. You can also configure quick filters within a page using the sheet view. The filter can be turned on/off inside the page.

Sorting data

You can sort the data inside the sheet view in ascending or descending order. You must first select a column to apply the sort feature. Once the sort button is used, click the Expand button on the column title to sort values from the sheet view.

Adding the sheet view component to a page

You can add a sheet view component to a page by dragging and dropping it onto it. Once you add it, you can configure the following options under the Settings menu:

• Show form: You can turn on the show form button to allow users with Manage permission to view and edit the form during runtime.
• Quick filter: You can enable or disable the quick filters set up for the data form on the page.
• Export: You can turn on the export button to export the data from the sheet view as a downloadable CSV file.

  

Working with the sheet view

Users can add, modify, and delete data from the sheet view during the runtime. They can also add multiple rows using the Add button.

Note:

You can add up to 100,000 rows in a sheet view.

You, as a user, can bulk copy and paste values into the sheet view. Ensure the values in the sheet view fields match the corresponding field type.