This block contains a full description of InForm usage from table creation to report building.
Table importing + “Belong To” relation
Example use case: Medical card numbers for users.
You create a table with medical card numbers. All users have unique medical card numbers. So, here’s a strict relation between the user and his/her card number, as 2 or more users can’t have the same number.
“Users” table in our LMS system looks like below (only IDs and names are listed):
STEP 1: Create and import an Excelfile.
- Create an Excel file with the table below.
- From “My IntelliBoard”, go to Apps > InForm.
- Click “Import File” to direct to the importing history page.
- Click “Import File” to direct to the importing page.
- Select “New Table” in “InForm Table” setting.
- Enter “Table Title” as “Med Cards”.
- Select File or SFTP in Import Type.
- Choose the Excel file you created.
- Click “Next”.
- Select sheet for importing.
- Click “Save”.
- Change “Type” for the “student_id” column to “Int” (as there are only numbers without decimal part)
- Click “Save”.
- From “My IntelliBoard”, go to Apps > InForm.
- Click3 dots from Actionsfor “Med Cards” table, and select Edit.
- Scroll down to Table Relations.
- “Student ID” field from our table will be a Foreign Key, which will be connected to “users” table as well and to “Users ID” column there. And, as a last step, select “Users Full Name” option in “Display Element” setting, ‘cause you want to see actual user’s name instead of his (or her) number in future form.
- Click “Add”.
- Click “Save”.
STEP 2: Create InForm Form for adding new data.
- From “My IntelliBoard”, go to Create New > Create InForm.
- Enter Form Name as “Med Cards Entering Form”.
- On the right-hand side, choose “Med Cards” table.
- Drag-and-drop column and relation to the middle block.
- Click “Save”.
STEP 3: Create Dashboard with Form to enter and review data.
- From “My IntelliBoard”, go to Create New > Create Dashboard
- From “Components” on the right hand side, choose “Table Chart” and drag-and-drop that to the middle block (here you’ll display a table with entered data)
- From “Library” on the right hand side, choose “Med Cards Entering Form” and drag-and-drop that to the middle block (this will be used for entering new data)
- On the middle block, scroll back to the table, and click “Edit Preview”
- From “Layout” on the right hand side, click Add Field.
- From “Users Category” select “Full Name” column.
- From “Med Cards” select “Med Cards Medical Card” column.
Note: InForm tables are displayed in the bottom of the list. You can also search the name in the search box.
- Click editing for “Med Cards Medical Card” column.
- Disable “Is Required” setting (to see all user records even if they don’t have card number).
- Click “Apply”.
- On the right hand side, go to “Format” tab.
- Click editing for “Med Cards Medical Card” column.
- Change the “Name” to “Medical Card”.
- Click “Back” button.
- Click “Settings” tab in the middle block.
- Change the name to “Med Cards List”.
- Click “Continue to Preview”.
- Click “Save”.
- On the left hand side, click “Settings”.
- Change Name and Description, and color if you wish.
- Click “Save and Continue”.
- Click “Save and Preview”.
Now you have a full dashboard with a list of all users and their med card numbers, and an input form in case you wish to add new cards later.
NOTE: If you add some a new number entry in a form, from the table click Settings > Refresh Chart Data to see updates.
For additional assistance, please email helpdesk@IntelliBoard.net