Add a Record to a Form
The following section describes the steps for adding a new Record to a Form.
One of the key activities performed on ActivityInfo is Data Collection. Users can add Records to a Form. The correct User Permission levels must have been set for each User according to the intention of the Administrator of the Database.
When you invite Users for the first time, they receive a notification email from ActivityInfo. If they are already registered to ActivityInfo, they won't receive a notification email from ActivityInfo and they will be able to access the Form directly.
The maximum number of Records that can be added in a Form is 200,000 Records.
How to add a new Record to a Form
- Click on the "Add record" button.
- Fill in the Data Entry Form by entering your data into each of the fields.
- If Skip Logic (relevance rules) is used in the Form, you might encounter new Form fields to fill in based on your answers.
- Maximum length of a Text field record value: 1024 characters
- Maximum length of a Multi-line Text field record value: 65536 characters
- Maximum Attachment size: 10 MB
- Maximum number of Attachments per field: 20 attachments
- When entering the date in the Date field keep in mind that the date format used across the ActivityInfo platform is the International date format YYYY-MM-DD. This means that no matter which locale or browser you are using and regardless the way you insert a date, ActivityInfo will always provide this date format. Instead of manually writing the Date, you can select it from the Calendar.
- In Quantity fields, the decimal point or decimal comma will be used automatically based on the language you are working in.
- Fill in all the required fields. In case you miss a required field you will not be able to save the data you entered. The required fields will be marked with a "REQUIRED" box and will be highlighted in red if you try to save without filling them in.
- If the Form includes a Multi-line Form field, and you want to enter a long text, you can navigate up and down the Field using the bar that appears on the right of the box. To do this drag the bar up or down.
- In Reference fields and Single Selection fields that appear as a drop-down menu you can start typing and select the answer from the list of options.
- If you are required to add a specific type of text in a field, a greyed out placeholder, named Input Mask, will indicate the type of text you need to add to match it.
- Click on the "Save record" button to save the Record you added.
You can navigate in the Form with your Keyboard too:
- Tab: Move downwards
- Tab + SHIFT: Move upwards
- Arrow down: Reveal drop-down menu
- ENTER: Select an option from a drop-down menu
- Space bar: Select or deselect an option from a multiple selection field (check box)
When you are adding Records you will only see the Form fields that are related to the answers you provide. Form fields that have been added with a Relevance rule will only appear if you fulfil the condition.