Form Card
Embedding Forms in Dashboards
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.
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”).
Form: Choose the form you want to use (it must be previously created using the form builder).
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.
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