Creating a new form (Beta)

In ActivityInfo, forms are the data-storing component of the databases. A form is composed of multiple form fields which should usually reflect a meaningful part of your database (a task, a program, a project, an intervention in a specific country, etc.). It is at that level of your data structure hierarchy that you and/or other users will perform data entry.

Toggling into editing mode

Toggling into editing mode

Creating your new form

Creating your new form

Fill in the New Form dialog

Fill in the New Form dialog

Name and Category: There are no limits to the number of characters that can be used in the name/category fields. Special characters are supported as well as arabic characters (please note that they will appear left to right).

We recommend to choose a short and self-descriptive name for your form so that the name doesn't appear shortened in the platform. The name of the form should correspond to what will be entered in this form (program, activities, registration, etc.) and should be comprehensive for those who will perform data entry. While the category field is optional, adding a category will create a folder in which your form will be stored; if you want to put multiple forms in the same category or folder, make sure the write the exact same category name in the other forms category field.

Adding fields to a form you have created

Adding fields to a form you have create

You will reach the flexible form designer page

Types of fields

Quantity: Only numerical values can be entered in quantity fields. Only data entered in Quantity and Calculated fields can be used in Reports.

Text: Text field accept all types of text field including special characters and arabic and they don't have a number of character limitation. Values entered in this type of field cannot be used in Reports.

Multi-line text: Same as text fields but users can presse the "Enter" key and create paragraphs in the text.

Multiple selection: Also sometimes called checkboxes, a user can select multiple choices of a multiple selection field. Multiple selection fields can be used for filtering or as a dimension in Reports.

Single selection: Depending on the number of choices entered by the database designer, the single selection can take different forms (radio buttons, dropdown menu, suggestion box). Single selection fields can be used for filtering or as a dimension in Reports.

Barcode: This field will store data from barcodes that can be scanned by mobile phones (ODK collect, Zxing application) or by a USB barcode scanner collected to a computer. See this article for more information on this field.

Calculated: The calculated field uses data from Quantity fields to automatically calculate values. These fields will not be seen when performing data entry; they can also be used in Reports just as Quantity fields.

 

 

Define the properties of a field

Define the properties of a field

Code: Optional; the code will be used to refer to a field when having a calculated field.

Label: Mandatory; This is the main information a user will see when performing data entry in a field.

Description: Optional; the description will appear under the label in the data entry window. The description can be a number of different things: additional information on the field, a methodology to be used to collect data, a description of what this information will be used for, etc.

Required: A required field will have to be answered by the user in order to submit a completed form.

Visible: An unchecked Visible option field will still appear in Design but won't be seen by users in Data entry. The field and it's data will still be visible in exports and in the table view.

Relevance: Add a relevance function (skip logic) to a field.

Units: Optional; define the units of a Quantity field.

Don't forget to save!

Don't forget to save!