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Form editor

No two businesses are the same. In order for your QMS to fully align with your processes and operation, it needs to be flexible.

The AlisQI form editor enables you to create forms to reflect your processes.

If you are new to data modeling, read this elementary introduction to data modeling in AlisQI first.

One minute demo

Let's start this article with a short demo of how the form editor works.

Field types

There are five different field types you can choose from:

  1. Date
    Date or date-time fields
  2. Text
    Single line or large text area inputs
  3. Numeric
    Either integer, decimal numbers, or scientific notation (3*10e3)
  4. Selection list
    Drop-down lists or a group of radio buttons with predefined options
  5. Checkbox
    Boolean values
  6. eSignature
    Compliant electronic signature with identity validation

In most cases, a selection list with yes/no options is preferred over a checkbox, as they are more explicit. An empty checkbox can either represent “no” or “no value inputted yet”.


For every field type, there is a calculated sibling. The calculated fields derive their value from the expression. Direct data is not possible for calculated fields.

Expressions can be anything from simple math, using built-in functions, or advanced expressions.

Default values

Numeric field types

When a field has a default value, as assigned via the form editor, that default value is used in calculations that use that field as an input variable when no explicit value is entered.


Imagine a pH field with a default value of 7. All calculations that refer to the pH value, will use 7 when no explicit pH value is inputted. If there is an explicit pH value, they use that.

Selection list field types

You can set a default value for selection lists. This default value will be preselected when manually inputting a new result.

Selection lists can either be presented as dropdowns or as a group of radio buttons. 


Lists with more than 10 options will automatically fall back to a dropdown field with search capabilities. Lists with no more that 10 options can be displayed as a group of radio buttons.

Required fields

When fields are required, that data entry is mandatory.

Fields can only be set as required if there is a value for all historical results in the analysis set. Read here how to import or update results.

If you cannot set a field to be required, there are historical results that do not have a value for that field.

Managing forms


Add a new field

New fields can be added by clicking the + New field button.

On the page that appears next, you can define the name of the field and its properties.

Although there is no technical limit to the number of fields, more than 100 fields might reduce usability.
In general, we would advise keeping sets limited to around 50 fields maximum.

Copy fields

You can copy existing fields from other analysis sets by clicking the Copy field from another set button and selecting the field you wish to copy. After the field is copied, you can change it however you want. There is no (technical) relation between the fields. You're creating a true copy.


You can copy multiple fields at a time.

Rearrange field order

The order of the fields can be managed by dragging them into the fields list. The order of the fields is also the order of the columns in the Results overview.

Use CTRL + click to select multiple fields at once.

Deactivate or delete fields

Fields can be deactivated or completely removed.

Deactivate fields by clicking the delete icon. 

Inactive fields can be completely deleted by clicking the delete icon again. 

By removing a field, all historical data will be lost. This cannot be undone.



Delimiters are section headers in your form. Use them to make your forms more intuitive.

Add them from the Delimiter section on the forms management page.

Serial number

AlisQI supports auto-increment fields. These are typically used as a counter or result identification.

You can define any numeric/text field as auto-increment from the analysis set management page, in the Serial number section.

Select the field that should represent the automatic number, and optionally set prefix character(s).

The auto-increment will continue on the field's maximum value + 1. This results in 1 if the set is still empty at the moment you assign this auto-increment field.

Index field

An index field can be seen as the Pivot-element of an analysis set - it's a required selection list that has a special meaning in AlisQI. For all options in an index field, you can assign individual specifications; and vary the field visibility.


Imagine that you have a product group with various products. These products all have different specs, and for some of them, you want to test additional parameters.

You will then create an analysis set with all possible tests and add a product selection field. This product field is the pivot element, that determines the specs and tests to display.

The product field will be the index field for this analysis set.

The index field is set here:

Status flow

Most of the quality management processes take a while to complete. For example, a lab sample might go through various workstations before a batch release verdict is issued. A customer complaint might travel from customer service to the quality team and back to the customer team. In order to have an immediate understanding of the states of individual cases and an insight into planning and workload AlisQI provides a visual state flow management.

Read here all about the status flow.



Analysis sets and selection lists have a predefined lifecycle. 

When creating a new form it is first saved as a draft. Only when a draft is published, it will be accessible from the production environment.

During their lifetime, they can be adjusted or extended. Adding new fields will first create a new draft version that needs to be published before the changes are committed to production.

When a set or list is no longer relevant, it can be deactivated or permanently deleted by clicking the trash can. The screenshot below shows how to deactivate


Selection lists can only be deleted if they are not attached and used in an active analysis set.  

Inactive sets or selection lists can be restored, by clicking the reactivate icon from the Show inactive list.

By permanently deleting an analysis-set or selection list, all data is lost.

Draft publication

Field visibility

Many of our customers need to accommodate slight variations in their inspections per product. That is what the field visibility feature is all about.

Technically, for analysis sets with an index field, the visibility of fields can be managed for every option of the index field. This might sound rather abstract. Let’s illustrate with an example.

Imagine you created an analysis set for final product inspections, with a selection list with Products that you defined as the index field.

Now you can activate or deactivate the fields in your analysis set per product. This way you can implement variations to your inspection plan per product.

When inputting data, only the fields marked as visible will appear in the data entry form.

Be aware that the visibility of required fields cannot be changed. They default to visible.