Form design

Tutorials

Guided, learning-oriented lesson designed to lead you through a series of steps to accomplish a specific task, fostering understanding of features in ActivityInfo.

• Design a Form
• Adding a Field

How-tos

Goal-oriented set of instructions, providing step-by-step directions to address specific real-world problems, designed for users with some prior experience

• Adding a default value to a Field
• Adding a folder
• Using Serial Number fields
• Referencing the Geodatabase
• Migrating a Spreadsheet to a Form

Relationships

• Adding a Reference field
• Adding a Reference field to reference many fields of another Form (cascading effect)
• Adding a reverse reference field

Managing forms

• Designing long questionnaires with a spreadsheet
• Duplicating a Form
• Copying a Subform to a new Form
• Replicating Relevance and Validation rules
• Moving a form to a different folder

Calculations

• Scoring a series of Likert scale questions
• Calculating age from birthdate
• Record the start time of an interview

Field Types

• Designing a Form with a Subform

Data quality

• Set a validation rule using the rule builder
• Set up an approval workflow
• Tracking participant attendance with QR codes
• Validating registration numbers with input masks
• Validating phone numbers with regular expressions
• Validating writing scripts

Explanations

Explanations serve to clarify and shed light on specific topics, contributing to a deeper understanding.

• Specifying a Record Label
• Specifying a Key field

Data quality

• Understanding record validity in ActivityInfo

Reference

Precise technical descriptions focusing on providing exhaustive information on key elements.

• Collection links
• Form import/export spreadsheet format

Field Types

• Attachment
• Barcode field
• Calculated field
• Date field
• Fortnight field
• Geographic Point field
• Month field
• Multi-line text field
• Multiple Selection field
• Quantity field
• Reference field
• Multiple reference field
• Subform
• Serial Number field
• Section header field
• Single Selection field
• Text field
• User field
• Week field

Field Properties

• Code
• Description
• Key field
• Default value
• Hide in table
• Hide from entry
• Label
• Relevance rules
• Required
• Read-only
• Reviewer-only
• Translation
• Unique
• Input mask