Creating Forms — KoboToolbox documentation

Getting Started

Creating Forms

Creating a New Form
- Projects list
Editing Forms in Excel using XLSForm
Getting started with XLSForm
- What is XLSForm
- Setting up an XLSForm
- Adding questions
- Adding response choices
- Adding settings
- Adding optional columns to the survey worksheet
- Uploading and previewing the XLSForm in KoboToolbox
- Downloading an XLSForm from KoboToolbox
- Replacing a form with an XLSForm file
- More XLSForm learning resources
Importing an XLSForm via URL
- Google Sheets
- Dropbox
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
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
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
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
- Translating question labels
- 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
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” 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
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
Advanced Calculate Question Type
- Approaches towards adding calculate questions:
  - Using the formbuilder
  - Using the XLS forms
- Rules when working with calculate questions:
Video Question Type
Question Matrix Response Type
- Create a Question Matrix in the Formbuilder
- Create a Question Matrix in XLSForm
Adding Skip Logic to a Matrix Question
- The formbuilder Approach:
- kobo--matrix_list Approach:
Adding Calculations and Constraints in a Matrix Question
- Setting up the question and fields
- Viewing the result
- Troubleshooting
Including Responses Inside Another Question
Limits on Number and Text Responses
User-Specified “Other” Responses for Multiple-Choice Questions
Adding Various Types of Media (image, audio, video) to a Form
- Step 1: Download Form as XLSForm
- Step 2: Add Media Columns to your XLSForm
- Step 3: Handling Media Columns for Multiple Languages
- Step 4: Replace XLSForm
- Step 5: Upload Media Files
- Step 6: Deploy Form
- Step 7: Collect Data
- Tips & Tricks
  - Identifying the filename, extension, and size of a media file on Windows
Adding a Custom Logo
- Tips:
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
Including P-Codes in the Output Data
- Example with 3 admin levels, using cascading lists
Creating Unique Serial Numbers in Forms
- Approach 1: Creating Sequential Unique Serial Numbers Based on Date and Time
- Approach 2: Creating Unique Serial Numbers from Selected Variables
Pull Data Functionality in KoboToolbox
Audit Logging Meta Question Type
Signature Question Type
- Collect Android app
- Enketo
- Create a Signature question type in the formbuilder
Adding Another Language in the Project Dashboard
Adding Another Language to your XLSForm
- Translating to Tamil, Nepali, Hindi, etc. scripts
- Translating right-to-left scripts
Form Settings and Metadata
- Form style
- Form metadata
  - Adding form metadata in XLSForm
- Background audio
- Details
- Additional settings
Encrypting Forms
- How it Works
- How to encrypt XLS forms
- How to decrypt forms
  - To install the JCE:
  - To decrypt your forms:
- Generating RSA Encryption Keys
  - How to generate RSA key for use with encrypted forms on KoboToolbox
Custom Formatting in Web Forms
- Combining text and media by ‘combining’ subsequent notes
What Are Enketo Web Forms?
- What Ecosystem does Enketo use?
- What are the general features?
- How can I access Enketo when on KoboToolbox?
- How do I troubleshoot Enketo?
Using Alternative Enketo Web Form Styles
- Available styles in XLSForm:
Using HXL Tags
- What exactly is HXL?
- How to use the HXL feature in the formbuilder
- How to use HXL in an XLSForm
Lowering the File Size of Collected Media
- Instructions
- KoboCollect
- Open Camera
Deploying a Form to Start a New Data Collection Project
- Redeploying your form
- Using KoboCollect
Using the Question Library
- Adding Questions to your Library
- Managing Questions in your Library
- Importing Collections
Select One or Many From External File Question Type
Library locking
- Restrictions
- XLSForm configuration
- JSON representation
- Locking profiles and asset types
- Terminology

Collecting Data

Managing Projects and Data

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