edit_square Data Entry & Forms

play_circle Video Walkthrough

Step 1: Automate Key Generation

1. Open the databook and select the table.
2. Go to Design → Settings → Fields.
3. Find the key column, such as Geography Key.
4. Change the data type from Number to Generated ID.

Result: The key column becomes read-only. New rows show a placeholder until the record is saved, then Clarity assigns the ID automatically.

Step 2: Enter Data Through Forms

1. Click Add to create a new row.
2. Use the form to fill the editable fields.
3. Leave auto-generated fields alone because they remain read-only.
4. Click Save.

If you selected hierarchy values before you opened the form, Clarity pre-populates those fields for you. For example, if Africa is selected in the hierarchy, the continent field is already filled in for the new row.

Step 3: Customize Forms for Faster Entry

1. Click Add to create a new form layout.
2. Select the columns you want to include.
3. Remove unnecessary fields, such as a generated key that no user should edit.
4. Name the form, for example Shorter Form.
5. Save the form.

You can create multiple forms for different tasks. A short form works well for quick entry, while a broader form can support detailed editing. Forms can also be docked to the side or bottom of the interface.