We have added a new feature that allows you to create your own "surveys" or forms

It consists of two parts - templates and surveys

Templates are where you set up your questions

Surveys are the answers to those questions

Question types

Question Type

Description

Example

Date

Time

Date Time

Select

Multi Select

Text

Text Area

Integer

Decimal

Photo

Document

From the select menu you can create custom items or connect to an existing list of features like contacts or points or polygons

Set Default Values

For each question you can set a default value

for example default the date time to now()

Watch these videos to learn more

Creating Sections (subforms)

Sections are a great way to group a series of questions. The help to organize information and make the form easier on the eyes

  • Sections can be singular or repeated

  • Repeated sections can be limited to a certain number

To create a section

  1. Click add section

  2. Add questions to the section

  3. Enter a limit to the number of questions

On the form It will look like this and you can add multiple subforms for areas worked

On the we

On Mobile

Embedded Surveys - Embed One survey in another

You can set the question to select from another template's surveys

Use the current location (point geometry) as a question

  1. Question type = geometry

  2. Content Type = points feature

  3. Default value = current

Connect spatial Data

Select points, lines, or polygons as the question source

Calculated Fields

You can do math within a survey.

  1. Add some decimal or integer number fields

  2. Add a decimal or integer number field that is a calcualted field

  3. Add the calculation

    Here is a video example

Deep- linking - opening up a survey from a url

How to get a link to a form and open in in mobile

  1. Navigate to the survey page on the web site

  2. Select copy link

    1. Add is to add a new record

    2. List goes to the list view

  3. Copy the link and send it via text or email

  4. Clicking on the link woll route the user to the web site or mobile app

  5. The form opens in the app

Private Surveys

A private survey is a survey that can only be seen by assigned users.

Private surveys can be enabled by editing a template and clicking on the "Private Survey" Tab

There are 3 types of users that can access a private survey

  • The owner - has full control over the survey can see all data collected

  • Editors - assigned by the can see all data collected by the survey

  • Respondants - can only see their own data that they collect

For example. Sam is owner of the Time Sheet Survey. He assigns Tom and Kaui as respondants. Tom can only see Tom's entered surveys, Kaui can only see Kaui's entered surveys. Sam can see both Tom and Kaui's entered surveys.

Now Sam assigns Kaui as an editor. Now Kaui can see Tom and Sam's sheets. Tom can only see his own becasuse he is still a respondant.

Bulk Tagging

How to tag many surveys at once

  • Select the surveys

  • A tag icon will popup on the right side

  • Select or add a tag

  • Confirm the tag will be added

  • Items get tagged

Download Data

Upload Data From Spreadsheet

Share a template between teams

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