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From Excel to Anffy

From Excel to light flow system

Last updated: 2023-10-27 15:03

It can be as small as arranging students' vacation destinations in class groups, as large as counting the vaccination status of the entire community, and things like attendance check-in, survey questionnaires, activity registration information summary, etc. We often encounter information collection in life and office scenes. needs.

At present, collecting and organizing data is a tedious task. The format is confusing and cumbersome to modify, there are many versions and it is difficult to maintain, it is troublesome to send emails back and forth, it is difficult to merge multiple people into editing, manual reminders are easy to make mistakes and forget...

Want to be freed from the tedium of data collection? Want to manage the tasks at hand more efficiently and conveniently without working overtime?

Qifu Form, a tool that "can solve almost all your information collection needs", doubles your efficiency, easily solves the above problems, handles the small matter of [collection] in minutes, and manages various data more efficiently!

01 Form ➡️ Form

Two simple steps to easily reproduce

Suppose there is a scenario like this:

The company's HR uses Excel every day to record and organize interview information, including candidate names, applied positions, interview time, interview methods, interview locations, and interviewer information. Every day, interview lists for different positions need to be screened and sent to different departments, interview feedback is recorded, and the form is updated.

You find that if you want to recruit more outstanding talents more quickly, it is necessary to improve the efficiency of information entry and update during the recruitment process.

▲ Data query is cumbersome, security is low, and operation records leave no traces

If you want to manage this data more conveniently, you can use light flow forms !

Now, with just two simple steps, you can complete the switch from offline forms to online forms:

Step 1: Design the form based on the form

First, we design a form based on the local Excel table header by dragging different types of fields.

▲ Relationship between forms and forms

Each header in the table corresponds to a field in the form. For example, you can use "numbers" for the number, "single line text" for the name, and "single choice" for whether to participate in the interview. Using the attributes of fields not only makes the format of collected data more standardized, but also makes it more convenient and efficient for users to fill in ~

▲ Form creation process

Step 2: Enter data and test use

The published form can be distributed to different users in the form of links or QR codes to fill in.

All data filled in through the form will be automatically gathered into a unified "form" and updated in real time, eliminating the need for manual statistics.

Expand knowledge: Each header in the table corresponds to a field in the form. Each time the form is filled in, a new row of data will be added to the "table".

▲ New data demonstration

Historical data previously stored in multiple Excels can be uploaded to Qingliu Form in batches through import to facilitate management and query.

Expand knowledge: You can use Qingliu form to collect and archive data files. This summarized data table is equivalent to a cloud disk folder and database that has been classified into categories and comes with detailed descriptions, which is very powerful.

▲ Import data demonstration

At this point, we have quickly completed the migration from Excel tables to light flow forms - how about it? Is your work experience immediately different?

02 Form ➡️ Management System

Just three steps to make data collection smarter

When it comes to collecting information, light flow forms really make it easy. But it's not just about information gathering. The management system created by Qingliu is not only a database, but also has functions such as collaboration, data analysis and display, and has strong application scalability.

How to turn a light flow form into an advanced form? Let’s take a look!

🛗 Easily handle multi-tasking with efficient workflow

After entering the interviewer information, HR needs to confirm the time and send reminders to each interviewer for each round of interviews. After the interview, the interview feedback needs to be extracted from the email or IM platform communication with the business department and updated into the form. . For HR who need to interface with more than a dozen business departments at the same time, the cost of communication and manual maintenance of forms is huge.

The flow of data is inseparable from business workflow. Matching the data collected by the form to a standardized business process can help you and your team achieve efficient collaboration and project management. For example, in the case of recruitment, the candidate's information can be automatically transferred to the interviewer's to-do list through process nodes based on the interview round, position, department and interviewer, reminding the interviewer to check the candidate's information and confirm the interview. time and fill in the feedback evaluation after the interview.

▲ Demonstration of process to-do processing

📤 Automated robots double the efficiency of process management

In addition to interview invitations from internal interviewers, HR also needs to send dozens or even hundreds of emails every day or invite different candidates to participate in interviews through WeChat. Manually editing emails is not only inefficient but also error-prone. As an indispensable fixed link in the recruitment process, this part of the workload often consumes a lot of HR energy.

Using automated robots to simplify a large number of redundant operations that are constantly repeated in work scenarios can greatly improve work efficiency. For example, after confirming the interview time, an interview invitation email is automatically sent based on the candidate's email address. In addition, automatic data entry, automatic data update, sending text messages and WeChat reminders can also be realized through automated robots, bringing a more efficient and convenient process management experience.

▲ Automatically send email demonstration

📊 Visual charts make data clear at a glance

Now that the summarized tables are available, they need to be further processed into visual charts to facilitate statistics and report output. The old method of using formulas in tables and inserting data charts is not only time-consuming, but also has high technical and aesthetic requirements. For friends who have no foundation in office software, it is still a high-barrier and high-cost job.

For data collected using light flow forms, you can use the application's own report component to generate various charts with one click, including pie charts, bar charts, line charts, etc. Easily assemble into a visual dashboard, turning redundant and dull data into charts that reveal key information and trends at a glance. For example, the smart interview information board below clearly shows the distribution of the number of people waiting to be interviewed this month, interview calendar, and recruitment needs among various departments.

▲ Report and Kanban creation demonstration

Data exchange between statistical charts and light flow forms allows you to view the latest data in real time.

03 More application scenarios are waiting for you to discover

200+ industry templates, there is always a solution for you

The management system built by Qingliu can not only be easily set up and personalized, but also integrate information collection and flexible analysis. It is an efficient help for you to handle information collection tasks. The light mall provides you with a large number of templates, which can be used after installation! ⬇️

▲ Light mall application template display

Don’t hesitate, turn on your computer and try it now ~ Start your light flow code-free journey!
THis is how we

1.1 Function introduction

The basic attributes of the form support operations such as editing application name, adding application description, configuring number format, adding attachments, configuring form style, etc., which can meet a variety of customization needs.

1.2 Application scenarios

It can be used in scenarios such as smart campuses, charity activities, points management, sales customers and order management. Make the form more consistent with the theme by configuring the basic properties of the form