Form-Based Data Management
Form-Based Data Management: Flexible Import and Export
Cheetah Platform’s form-based data management allows you to export custom form data to Excel/PDF and easily import information from external sources.
Form Based Data Management
CUSTOM DESIGN FORM
📋 Customer Request Form
Custom Design
Customer Name
Ahmet Yilmaz
Request Type
Technical Support
Priority
High
Date
28.04.2026
DATA EXPORT
📋
Form Data
248 records · Filtered
Excel
📋
Form Data
Custom template · Branded
PDF
DATA IMPORT
Excel File
Cheetah Platform
Auto-mapping · Validation
2
Format
∞
Template
0
Manual Process
Form-Based Data Management
Problem & Solution
CURRENT STATE
Form data remains stuck in the platform; manual copying is required for Excel export.
Excel data from external sources must be entered into the platform manually one by one.
Exported data arrives in raw format, not aligned with corporate templates.
PDF raporlar her seferinde manuel olarak hazırlanıyor, zaman kaybı yaratıyor
No data validation during import—erroneous records enter the platform.
CHEETAH İLE
Form Tabanlı Veri Yönetimi
Single-click export to Excel or PDF with form-based data management.
Upload Excel files, enjoy automatic field mapping, and seamless data import.
Custom branded templates—exports maintain the same professional format every time.
PDF reports are automatically generated from form data, requiring no manual editing.
Data validation during import—erroneous, missing, or inconsistent records are automatically flagged.
Benefits & Features
Strategic Value of Form-Based Data Management for Organizations
Time Savings
Eliminate manual copying, manual report preparation, and repetitive data entry. With form-based data management, single-click exports and automated PDF generation allow your team to focus their time on mission-critical tasks.
Data Transfer Automation
Data Quality & Validation
During import, erroneous, missing, or inconsistent records are automatically detected and reported. The platform safeguards data integrity—preventing faulty data from entering the system. Clean data leads to accurate decisions.
Data Validation & Quality Control
Customizable Templates
Excel outputs and PDF documents are designed according to your corporate identity. Logo, colors, fonts, and field order—all are automatically applied based on your predefined templates. Every output maintains a professional and consistent appearance.
Custom Report Templates
Supported Formats
Full Integration with Excel & PDF
Excel Seamless Import & Export
Export your form data in .xlsx format or import existing Excel files directly into the platform. Accelerate your data migration processes with custom column mapping, filtered exports, and bulk data upload support.
- Custom Column Mapping — Manually define source and target fields for perfect alignment.
- Filtered Export — Export only the specific records you need.
- Bulk Import — Upload thousands of rows in a single operation.
- Data Validation — Erroneous rows are reported and flagged before the import is finalized.
PDF Export with Custom Templates
Generate corporate-branded PDF reports, documents, or printouts directly from your form data. Define your custom design template once, and from then on, consistent and professional documents are automatically prepared with every export.
- Branded PDF Templates — Custom templates aligned with your corporate identity.
- Automated Data Mapping — Form fields are automatically transferred to PDF; no manual entry required.
- Bulk PDF Generation — Document hundreds of records simultaneously.
- Automated Distribution — Generated PDFs can be automatically sent via notifications or email.
Step by Step
How it Works?
Design the Form
Create custom forms tailored to your specific needs with Cheetah. You define which data fields to collect and how they will appear.
Define the Template
Set up your Excel or PDF templates for exporting. Map your form fields to the output fields once, and they will be automatically applied every time.
Transfer
Apply filters for your export and select your desired format. For imports, simply upload your file; the system will automatically suggest field mappings. Confirm, and the transfer begins.
Utilize
Exported Excel files are ready for analysis, and PDF documents are ready for signature or distribution. Imported data is fully integrated into the platform and ready for use in your workflows.
Use Cases
Who Benefits from Form-Based Data Management?
Operation Manager
Periodic Reporting
I used to spend hours every week exporting form data to Excel and preparing management reports. Now, with my custom template, I export everything with a single click. Thanks to form-based data management, what used to take hours now takes only 2 minutes.
Reporting Time Reduced by 95%
Sales Team
Proposal & Contract Management
Customer information is entered into the form, and a corporate-branded PDF proposal is generated with one click. Proposals we used to prepare manually always looked different. Now, every quote reflects the same high level of professionalism.
Proposal Consistency Achieved
Field Service Team
Field Data Migration
All service form data collected from the field is now seamlessly integrated into the platform. We also performed a bulk import of historical data from old Excel sheets. All data is in one place, allowing for instant comparisons.
Data Unification Ensured
SPIDYA
Cheetah Low - Code Features
Turn your processes into products and applications in no time with the features of the Cheetah Low-Code Development Platform!
F.A.Q
Frequently Asked Questions
What is form-based data management?
Form-based data management is the process of exporting data collected through custom forms on the Cheetah platform into Excel or PDF formats, as well as importing data from external sources into the platform. It consolidates data entry, storage, transfer, and reporting workflows within a single platform.
How does field mapping work during Excel imports?
When you upload an Excel file, the system analyzes the column headers and suggests automatic mappings to Cheetah form fields. You can approve the suggested mapping or adjust it manually. The mapping template is saved, so no further configuration is required for files in the same format.
How is a custom PDF template created?
PDF layouts are created using Cheetah’s template design tool. You can define logos, colors, fonts, and field placements, then map form fields to the template fields. Once defined, the template is automatically applied to every export. Multiple templates can be defined for different form types.
What happens to erroneous data during import?
The system performs data validation before the import begins. Missing mandatory fields, format inconsistencies, or duplicate records are flagged line-by-line, and an error report is generated. You can re-upload after fixing the erroneous rows or proceed by importing only the valid records.
Can I apply filters during export?
Yes. You can export only the specific records you need by filtering by date range, status, assignee, category, or any other form field. Filtered exports can be saved as templates for recurring reporting processes.
How is the performance with large datasets?
Cheetah’s form-based data management supports datasets with thousands of rows. Large export processes are executed in the background, and a notification is sent once they are ready. There is no file size limit for bulk uploads during import; the process is completed through step-by-step validation.
Can exported PDF documents be sent automatically?
Yes. It works in full integration with Cheetah’s Notification Module and Workflow Engine. Once a PDF is generated, it can be automatically sent to specific individuals via email or notification. For example, when a customer proposal is ready as a PDF, it can be automatically forwarded to the client.
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