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On this page
  • How to Use
  • 1. Add the Form Card to the Flow
  • 2. Configure the Card
  • 3. Display Options
  • 4. Advanced Options
  • 5. Button Styling
  • 6. Save
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Form Card

Embedding Forms in Dashboards

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Last updated 2 days ago

The Form Card feature in Gaio DataOS allows you to embed interactive forms directly into dashboards, making it easy to collect inputs from users. This is ideal for applying filters, submitting parameters, or creating dynamic user experiences.

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.

How to Use

1. Add the Form Card to the Flow

  • Go to Delivery > Form in the task menu.

  • Drag the Form Card into your process flow.

2. Configure the Card

  • Label: Set a name for the card (e.g., “Sales Filter”).

3. Display Options

  • Form opened by Button: The form will only appear when the user clicks the button.

  • Form inside Dashboard: The form will always be visible in the dashboard view.

4. Advanced Options

  • Filter behavior (optional): When enabled, selected values will automatically act as filters.

  • Remove card (optional): Hides the background and padding to integrate the form more seamlessly into the layout.

5. Button Styling

  • Button title: Set the text for the button (e.g., “Apply Filter”, “Search”, “Save”).

  • Button theme: Choose a custom button color using a hexadecimal code (e.g., #FE8533).

6. Save

  • Click Save to apply your settings and activate the component.

Tips

  • Use forms as input tools for ETL tasks, SQL queries, or REST API calls.

  • Combine with dynamic dashboards to offer real-time interactivity to users.

  • Customize the style to match the visual identity of your environment.

Form: Choose the form you want to use (it must be previously created using ).

the form builder