Quick collect is a feature that adds a shortcut to the map that opens a survey form
Quick collect Setup and Mobile Workflow Overview
1. What QuickCollect is and where it lives in a template 0:00
QuickCollect is a shortcut system for collecting data in the NRDS mobile app.
It is configured per template in the Template Editor.
Each template has a QuickCollect tab where you can create one or more shortcuts for that survey/form.
The goal is to make common data-entry actions faster on mobile.
2. Configure a QuickCollect action on the web 0:42
Turn on QuickCollect for the template.
Add one or more QuickCollect entries for the same survey.
For each entry, choose an Action:
Save: saves data without opening the form.
Open: opens the form for editing.
Scan: opens the barcode scanner and creates a new record.
Search: opens the barcode scanner and searches for an existing record.
Optionally set a Totals field to summarize a numeric field in the survey.
3. Use names and default values to customize buttons 2:18
Give each QuickCollect a name; that name appears on the mobile app button.
Set a default value for a field so the button pre-fills the form when used.
A QuickCollect default can override the template’s normal default value.
This is useful for creating buttons like:
“Frogs 1–2 Open”
“Frogs 3–10 Save”
4. Example: frog survey buttons on mobile 2:37
On the iPad/mobile app, the QuickCollect buttons appear with the names you configured.
Example buttons shown:
frogs 1–2 open
frogs 3–10 save
This demonstrates that the web setup directly controls what the user sees on mobile.
5. Save the QuickCollect setup and understand the difference between Open and Save 3:53
After configuring the button, save the template changes.
Open:
Opens the form.
Applies the configured defaults.
Lets the user review or edit before saving.
Save:
Does not open the form.
Immediately saves the record using the configured values.
If required fields are missing, Save may fail validation.
6. Configure barcode scanning QuickCollect actions 4:01
Switch to a template that uses barcode workflows, such as SampleTrap.
Create a Scan QuickCollect action:
It opens the barcode scanner.
It creates a new record from the scanned barcode.
Set a scan field to populate a text field, such as trap tag.
Set other default values, such as:
current location
current recorder
7. Configure a Search QuickCollect action 4:49
Add another QuickCollect button with the Search action.
Search also opens the barcode scanner.
Instead of creating a new record, it finds an existing record using the scanned value.
In the example, the search button:
searches by trap tag
sets the status to retrieve
Search is used to update an existing record rather than create one.
8. Turn QuickCollect on or off in the mobile app 5:35
In the mobile app settings, you can turn QuickCollect on or off.
You can also use the wheel/menu to disable individual buttons.
This lets you show only the shortcuts you need for the day.
Example: turn off sample trap buttons and leave only frog buttons visible.
9. Use an Open button on mobile 6:03
Tap the Open QuickCollect button.
The form opens with the configured defaults already filled in.
If everything required is present, the record can be saved immediately.
This is useful when you want a prefilled form but still want the user to see it first.
10. Use a Save button on mobile 6:17
Tap the Save QuickCollect button.
The form is saved directly without opening.
The counter updates each time the button is pressed.
You can verify the saved records in the survey list afterward.
11. Use Scan to create a new barcode-based record 7:12
Turn on the DeployTrap QuickCollect button.
Tap it to open the barcode scanner.
Scan a QR code or barcode.
The app will:
create a new record
populate the scan field (for example, trap tag)
apply the configured default values
save the record
12. Use Search to find and update an existing barcode record 7:59
Turn on the RetrieveTrap QuickCollect button.
Tap it to open the barcode scanner.
Scan the same barcode used earlier.
The app finds the matching record and applies the configured update, such as setting status to Retrieve.
Save the record after the update.
13. What happens when duplicate barcode records exist 8:39
If two records share the same barcode/ID, Search will return both matches.
You must manually choose which record to update.
In this case, the status is not automatically changed until you select the correct record.
This shows how QuickCollect handles ambiguous barcode matches.
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