0. General Introduction

Transition from Excel to Anffy System

Introduction 🌐

Whether it's as simple as organizing student vacation destinations or as complex as tracking an entire community's vaccination status, we often encounter the need for information collection in both life and work. Current data collection and organization methods tend to be tedious, with confusing formats, multiple versions, and the hassle of constant email exchanges.

Simplify with Anffy Forms 📊

Anffy forms, a tool designed to address nearly all information collection needs, can significantly enhance your efficiency. It simplifies the collection process, managing various data types more efficiently.

1 Excel to Form: Streamlining Data Collection💼

Imagine a scenario in HR management where Excel is used daily to record and organize interview information. The process of updating these records can be cumbersome. Anffy forms can streamline this process in two simple steps:

• Step 1: Designing the Form✍️

Begin by creating a form based on your Excel table headers. Each header should correspond to a specific field type in the form, such as "numbers" for numerical data or "single line text" for names. This method not only standardizes data format but also makes filling out the form more efficient for users.

• Step 2: Data Entry and Testing🚀

Distribute the published form via links or QR codes for users to fill in. All entered data is automatically consolidated in real time, eliminating manual compilation.

2 Form to Management System: Enhancing Data Management📈

Anffy forms are more than just tools for data collection. They integrate into a robust management system with features like collaboration, data analysis, display, and scalability.

• Efficient Workflow Integration🛠️

For instance, in recruitment, candidate information can be automatically routed to interviewers, facilitating efficient project management.

• Automated Process Management🤖

Automated robots can handle repetitive tasks like sending emails or text reminders, boosting efficiency significantly.

• Visual Data Representation📊

Data can be transformed into visual charts for easy interpretation, such as pie charts, bar charts, and line charts. This makes understanding and presenting data more accessible.

3 Discover More Applications🔍

Anffy offers over 200 industry templates, catering to a wide range of data collection and analysis needs. These templates are ready to use, providing a hassle-free, code-free experience.

In conclusion, transitioning from Excel to Anffy forms not only streamlines data collection but also enhances overall data management and analysis, making your workflow more efficient and effective.🌟

1.What is a Workspace?

Workspace Introduction

The Anffy workspace is a pivotal aspect of Anffy's no-code platform, serving as a collaborative hub for enterprise system builders, administrators, and system users. This shared space is accessible through a unified account system, allowing diverse roles to interact seamlessly within the same workspace. Anffy also enables tailored workspace permissions based on user roles, ensuring a streamlined experience for all participants. This integration of building, managing, and utilizing operations within one interface simplifies the workflow significantly.🌐

Logging into a Workspace

To access the Anffy workspace in a public cloud environment:

1. Open your Browser: Navigate to Anffy's official website using a browser (Chrome recommended).
2. Account Registration: For first-time users, click on the ‘free use’ or ‘login’ button, register with your email, and set a password to create your Anffy account.
3. Login: Use your Anffy account credentials to log in and access the platform.🔒

Workspace Partitions Overview

Upon logging into Anffy, you'll encounter three distinct functional areas:

• Navigation Bar: This is your primary tool for accessing various systems and applications quickly.
• Task Center: Here, you can manage your tasks efficiently.
• Common Interface: This area is used for regular interactions and operations.🖥️

System Usage Help📚

Anffy's Help Center is dedicated to providing comprehensive guidance for both system builders and users. It includes:

• Help Document Entry: A resource for detailed documentation.
• Best Practices Portal: Insights and tips for effective system use.
• Video Center Entrance: Access to instructional videos.

Contact List Settings📒

The address book in Anffy’s navigation bar forms the backbone of the collaboration system. It’s more than just a contact list; it’s akin to an enterprise’s online organizational chart. Administrators can invite members, build or sync organizational structures, and set roles and departments. These configurations are integral to the system-building process, setting approvals, and adjusting module permissions.

Management Backend Settings⚙️

Anffy’s management backend is a comprehensive control center for workspace administration. Here, administrators can:

• Monitor and modify basic workspace information.
• Access various management permissions.
• Click the "More" button in the navigation bar to enter the backend.

Administrator Settings

There are three administrator interfaces:

• System Administrator: Has full rights, typically assigned to the workspace registrant.
• Sub-Administrator: Manages specific applications or areas within the workspace.
• Light Analysis Administrator: Manages Anffy’s BI tool, light analysis.

Administrators can also delegate data editing and report viewing permissions within their authority.

Permission System

After setting up the corporate address book and organizational structure, system administrators need to define permissions for different roles. Anffy's comprehensive permission system allows for detailed control over workspaces, applications, and field processes.

Personal Center Settings

In the personal center, accessible via the avatar at the navigation bar's bottom, users can switch workspaces, update personal information, and delegate tasks. This feature ensures a personalized and efficient user experience within the Anffy platform.