Create your own "surveys" or forms using 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 | YYYY-MM-DD | 2023-01-25 |
Time | HH:mm:ss | 08:30:00 |
Date-time | YYYY-MM-DD HH:mm:ss | 2023-01-25 08:30:00 |
Text | A word or sentence | Field work |
Text Area | A paragraph + | Today we walked the entire B5 fence line.... |
1 choice from a list | Potato, corn, squash... | |
Multiple choices from a list | Potato, corn, squash... | |
Checkbox | Check or uncheck | Checked = YES |
Decimal | 00.00 | 10.50 |
Integer | 0000 | 25 |
Photos | Insert photos | From gallery or device cam |
Documents | Insert files | Word doc, excel, etc. |
Survey receipt sent to email | Email address | |
Geometry | location (lat, long) | Click map, current location |
Pre-scheduled messages | Email w/ survey link | |
Taxonomy select | 1 taxa from a list | Cat, rat, mongoose... |
Taxonomy multi-select | Multiple taxa from a list | Cat, rat, mongoose.... |
*Click question type hyperlink to see tutorial*
Set Default Values
For each question you can set a default value, for example default the date time to "now"
Creating Sections (subforms)
Sections are a great way to group a series of question
Sections can be singular or repeated
Repeated sections can be limited to a certain number
To create a section
Click add section
Add questions to the section
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
Question type = geometry
Content Type = points feature
Default value = current
Connect spatial Data
Select points, lines, or polygons as the question source
Calculated Fields
You can do math within a survey.
Add some decimal or integer number fields
Add a decimal or integer number field that is a calcualted field
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
Navigate to the survey page on the web site
Select copy link
Add is to add a new record
List goes to the list view
Copy the link and send it via text or email
Clicking on the link woll route the user to the web site or mobile app
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