Designing a Form
The following section describes how to design a Form to start collecting data (Records) from your users. It presents the available Field types and the common and individual properties. It also shows how to add, edit, delete and move fields in the Form.
In order to gather the information you need, you must design a Form that collects the correct data. Your data is collected using various types of fields. A user then fills in a Form, entering data into the defined fields. This is then stored in your Database as a Record.
Forms are very flexible, and allow you to mix-and-match fields to capture a variety of data types. For instance:
- A unique identifier for a beneficiary can be generated using a Serial Number field.
- The amount of a specific type of good delivered to a beneficiary can be captured using a Quantity field.
- The total of amount of goods delivered to an individual beneficiary can be captured using a Calculated field.
You can also link your Form to another Form or to the Geodatabase of ActivityInfo. This can be done with Reference fields.
Instead of designing a Form from scratch you can copy a Form by exporting its fields and importing them to a new Form.
You can also make sure that users won't add duplicate Records to a Form by using a combination of Key fields.
Working with Partners?
If you are working with a Database that includes Partners make sure to:
- Add all Partners in the Partner Form.
- Add a Reference field in your Form to refer to the "Partner" Form in the "Reference Data" Folder.
- Users to select a Partner from the list when adding Records.
- You to assign Permissions based on the users' Partner.
Working with Case Management?
If you are working with a Database that includes Supervisors and Case workers make sure to:
- Users with the Role of Supervisor:
- to assign Records to users with the Role of Case worker
- to access the Records of their assigned Case workers.
- Case workers to access only their own Records.
Collecting data over a period of time?
If you want to collect data on a repetitive basis, you can design a Form with a Subform.
Subforms can make your Form very flexible.
For example, you can create them to collect data on a regular basis (e.g. a monthly delivery), or on an irregular basis (e.g. every time a beneficiary receives goods).
- You can add up to 500 Forms in a Database.
- You can add up to 500 fields in a Form.
- You can add up to 30 Subforms in a Form.
- The maximum number of Records that can be added in a Form is 200,000.
How to design a Form
- To start designing your Form you first need to add a Database.
- Navigate to your Database and click on "Add Form" to open the Form Designer.
- In the Form Design page give a name to your Form.
Maximum length of a Form label: 1024 characters
- Click on "Add a field" to start adding fields.
- Add a Serial Number
- Add a Quantity field
- Add a Text field or multi-line Text field
- Add a Date field
- Add a Month field
- Add a Week field or add a Fortnight field
- Add a Single or Multiple Selection field
- Add an Attachments field
- Add a Calculated field
- Add a Geographic point field
- Add a Reference field to reference another Form
- Add a User field
- Maximum length of a Text field record value: 1024 characters
- Maximum length of a Multi-line Text field record value: 65536 characters
- Maximum length of a Calculated field formula: 1024 characters
- Maximum Attachment size: 10 MB
- Maximum number of Attachments per field: 20 attachments
If you want to collect data on a repetitive basis, you can design a Form with Subform using the Subform field and define the frequency using the Month or Week field.
- From the Fields palette, click on a field to add it.
You can also add one or more Section headers to create sections in your Form.
When you add a field you can define some of its Properties to make your Form even more flexible.
- Click on the Field you want to work with, to open the Field Card editor.
Here you can:
- Add a Label for the field
- Add a Description
- Add a Code
- Add a Prefix Formula (only for Serial Numbers)
- Add the Options for Single and Multiple Selection Fields
- Add a Formula (only for Calculated Fields)
- Add an Input Mask (only for Text fields)
You can also manage the Settings for the field.
- Maximum number of options per Single/Multiple Selection field: 100 options
- Maximum number of options in total for all Single/Multiple Selection field in a Form: 1000 options
- Maximum number of Relevance rules per field: 10 relevance rules
- Maximum length of a field Label: 1024 characters
- Maximum length of a field Description: 2048 characters
- Maximum length of a field Code: 20 characters
- Click on "Done" to add the field to the Form.
- Click on "x" to close the fields tab and click on "+" to reveal it again.
- To add a new field click on "+" to reveal the Fields palette and click on the field to add it.
- To move a field click on it to select it and drag it to the place you want to place it.
- To add a field between two existing fields, hover your mouse between the two fields to reveal the "x" button and click on it.
- To edit a field's Properties click on it to open the Field Card editor, apply the edits and click on "Done".
- To delete a field click on it to open the Field Card editor and click on "Delete field".
- When the Form is ready, click on "Save" to save your Form.
Click on "Cancel" to go back without saving the Form.
- The Form is added in the Database.