2.How to Collect and Streamline Data

How to Collect and Flow Data Using Applications

Introduction to Application Forms

• Purpose: Application forms are crucial for gathering enterprise business data. They mark the initial step in creating a no-code system and are pivotal for collecting data in a standardized format.
• Functionality: Different field combinations and configurations in forms enable the collection of desired business data. This serves as the foundation for subsequent process handling and data analysis.

Data Flow Design

• Process Design: After form design, system builders can establish corresponding processes for data flow.
• Automation: Set process nodes to automate data transfer after form submission. This sends tasks to designated individuals for actions like approval and copying.
• Pre-Release Configuration: Before launching the application, configure submission settings and reminders, enhancing the intelligence of data collection and flow.

Applications, Portals, and Application Packages 📦

• Components: Applications and portals are key elements of Anffy’s no-code system, housed within application packages.
• Interplay: A typical no-code system on Anffy comprises multiple applications and portals, stored in a unified application package.

Application Creation🛠️

After you've completed creating an application, you can access the design page of the application form. To modify an existing application, simply click on the "🔧" icon next to the application name. This will take you to the application editing interface.

Anffy provides a diverse range of 26 form fields to assist system builders in creating applications suited to various business scenarios. Features like formula functions enhance the form's intelligence and automation, streamlining user interaction by reducing the amount of content and time needed for filling in forms. Effective application form construction involves not just selecting the right fields but also ensuring they align with the business scenario, offer a good user experience, and have clear filling instructions. This approach ensures the creation of application forms that are both aesthetically pleasing and business-efficient.

Application Form Structure

The design of an application form is a crucial first step. The editing page comprises four distinct areas: field selection, header, form, and field configuration.

Field Types and Configurations

To facilitate understanding, Anffy categorizes these 26 field types as follows:

Text/Numeric Input Class

Select class

Special input class

Department/Member Class

Connection Tools

Header Settings

The header area, located at the top of the form field editing area, is where you can modify the application name, add instructions, set data number formats, attach instructional files, or customize the form's style.

Process Design

Business processes involve various roles and steps to achieve goals. These processes are sequences of activities, often divided into sub-processes. A well-structured system process streamlines multi-stage and multi-role data collection, minimizing errors and inefficiencies. It's essential to align the process design with the latest business analysis and adjust it flexibly after thorough testing.

Process Node Types

Anffy offers six node types to replicate business flows: filling, approval, carbon copy, Q-Robot automation, Webhook, and process branches.

Node Leader Settings

After setting up process nodes, further configuration is required to ensure the correct individuals receive and process data according to their roles and responsibilities.

Node Field Permission Settings

Anffy's field permission settings provide granular control over each form field. System builders can set permissions for editing, visibility, or hiding based on each node's requirements.

Node Basic Settings

These settings standardize the operations of each node leader, ensuring compliance with business requirements and enhancing robustness.

Node Advanced Settings

Advanced settings offer additional intelligence to node operations, streamlining and facilitating smoother business processes. 🚀

By carefully designing and configuring each aspect of your Anffy application, you can create a powerful tool that effectively manages and flows data within your business ecosystem. 🌐📊