Collecting Data — KoboToolbox documentation

Getting Started

Basics of KoboToolbox
About KoboToolbox: Accessible data collection for everyone
- À propos de KoboToolbox : Collecte de données accessible à toutes et tous
- Acerca de KoboToolbox: Recolección de datos accesible para todas las personas
Overview of creating and managing projects in KoboToolbox
Creating a New Form
- Projects list
Quick Start Overview
- Creating an account and signing in
- Create your first form

Account & Billing

Using the Formbuilder

Overview of All Formbuilder Functions
- Adding a Question
- Adding a question hint
- Deleting a Question
- Changing the Order of Your Questions
- Changing Question Settings
- Duplicating a Question
- Adding Questions to the Library
List of Question Types
Text and Note question types
- How to set the questions up
- Appearance in web forms and KoboCollect
  - Default appearance
  - Advanced appearances
- Considerations when using “Text” questions
- Using question logic
“Select One” and “Select Many” question types
- When to use them
- Setting up the question and choices
- Translating question and choice labels
- XML values
- How they are displayed by default on web forms and KoboCollect
- Export options
- Advanced appearances
Acknowledge question type
- How to set up the question
- How it is displayed in web forms and KoboCollect
- Using skip logic and validation criteria
Number, Decimal, and Range Question Types
- When to use them
- Setting up in formbuilder
- Setting up in XLSForm
- Default appearance in web forms and KoboCollect
- Advanced appearances
  - Advanced appearances in XLSForm
- Limits on “Number” and “Decimal” questions
Date and time question types
- How to set up Date and Time question types
  - Setting up in formbuilder
  - Setting up in XLSForm
- Appearance of date and time question types in web forms and KoboCollect
- Using date and time questions in custom logic
“Photo”, “Audio”, “Video” and “File” question types
- How to set up “Photo”, “Audio”, “Video” and “File” question types
  - Setting up in the formbuilder
  - Setting up in XLSForm
- Appearance of “Photo”, “Audio”, “Video” and “File” question types
- Background audio recording
- Lowering the file size of collected media
- Limiting accepted file types for “File” question type
Video Question Type
Barcode/QR code question type
- How to set up the “Barcode/QR code” question type
  - Setting up in formbuilder
  - Setting up in XLSForm
- How “Barcode/QR code” questions are displayed on web forms and KoboCollect
Rating vs Ranking Question Types
- Difference between rating and ranking questions?
- When should you use ranking or rating questions?
- How to add a ranking question in the FormBuilder
- How to add a Rating Question
Select One or Many From External File Question Type
GPS Question types
- How to set up the “Point”, “Line” and “Area” question types
  - Setting up in formbuilder
  - Setting up in XLSForm
- Appearance of “Point”, “Line” and “Area” question types in web forms and KoboCollect
  - Default appearance
- Collecting GPS points in the background
- Calculating distance and area with “Line” and “Area” question types
  - Calculating distance from “Line” questions
  - Calculating area from “Area” questions
Calculate Question Type
- List of available functions
- List of available math operators
Barcode/QR code question type
- How to set up the “Barcode/QR code” question type
  - Setting up in formbuilder
  - Setting up in XLSForm
- How “Barcode/QR code” questions are displayed on web forms and KoboCollect
Advanced Calculate Question Type
- Approaches towards adding calculate questions:
  - Using the formbuilder
  - Using the XLS forms
- Rules when working with calculate questions:
Signature Question Type
- Collect Android app
- Enketo
- Create a Signature question type in the formbuilder
Question Matrix Response Type
- Create a Question Matrix in the Formbuilder
- Create a Question Matrix in XLSForm
Including Responses Inside Another Question
Using the Question Options
- Data Column Name
- Guidance Hint (optional)
- Mandatory Response
- Default Response (optional)
- Appearance (optional)
Adding Skip Logic
Limiting Responses with Validation Criteria
- Add validation criteria in Formbuilder
- Add validation criteria in XLSForm
- Example Validation Criteria
Limits on Number and Text Responses
Adding Cascading Select Questions
- Importing cascading question sets in the formbuilder
- Adding cascading question sets in XLSForm (Option 1)
- Adding cascading question sets in XLSForm (Option 2)
Grouping Questions and Repeating Groups
- Grouping a set of questions
- Alternative way of creating a group
- Adding questions within a group
- Removing questions from a group
- Re-ordering a question within a group
- Displaying the grouped questions on the same screen
- Ungrouping a set of questions
- Skipping a group of questions
- Creating a roster (repeating group of questions)
- Controlling the loop of repetition in a roster
- Using information to a roster from a preceding roster
- Nested Repeat (roster within a roster)
- Downloading Data from Repeat Groups
Restricting Text Responses With Regular Expressions
- To use a regex in KoboToolbox, follow these steps
- How do I build the regex that I need?
- Characters with accents
- Examples related to use of numbers
- Examples related to use of letters
- Examples related to use of a combination of letters and numbers
- Examples related to the restriction of valid email inputs
- Examples related to use of time inputs
- Considerations when using regex
Adding Another Language in the Project Dashboard
Form Settings and Metadata
- Form style
- Form metadata
  - Adding form metadata in XLSForm
- Background audio
- Details
- Additional settings
Custom Formatting in Web Forms
- Combining text and media by ‘combining’ subsequent notes
Audit Logging Meta Question Type
Using Alternative Enketo Web Form Styles
- Available styles in XLSForm:
Lowering the File Size of Collected Media
- Instructions
- KoboCollect
- Open Camera
Using the Question Library
- Adding Questions to your Library
- Managing Questions in your Library
- Importing Collections
Using Public Collections
- Purpose of the Public Collections
- Locating the Public Collections
- Using the Public Collections
- Related Articles
Public Collections Advanced Search
- The Default Search Behaviour
- Valid Search Field Operators
- Understanding the Search Field Syntax
- Using the Query Parser
Using HXL Tags
- What exactly is HXL?
- How to use the HXL feature in the formbuilder
- How to use HXL in an XLSForm

Using XLSForm

Collecting Data

Managing Projects & Data

Analyzing Data

Integrations

Data Security & Protection

Additional Resources

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