Filling out Forms with Collect¶
Before you get started…
Before you can fill out a form, you need to load at least one form into Collect.
Select Fill Blank Form from the Main Menu
Select a form to fill out from the form list
Free-entry text and number answers are entered using the device keyboard. The appropriate keyboard (letters or numbers) opens when the question appears.
Questions with response choices can be answered by touching the selected items. These include radio buttons (single-select), dropdowns (single-select), check boxes (multi-select), and image choices (single and multi-select).
Capture answer from device¶
Many question formats launch additional features, form widgets, or apps to collect an answer. This includes audio and video recording, signature collection, photo capture, date and time widgets, location widgets, and barcodes.
In all cases, buttons below the question text will guide you through providing the response.
For a (mostly) complete guide to form question appearance, see Question Types.
Adding instances of repeats¶
If you have a repeating group, you can add new instances of that repeat in the following ways:
- By navigating into an empty repeat, or to the next question at the very end of the repeat, you will automatically be prompted to add a new instance of that repeat.
- By clicking the "add" button while in a repeat:
- By clicking the "add" button in the jump menu:
Removing instances of repeats¶
If you have a repeating group, you can remove existing instances of that repeat in the following ways:
Changing language of a form¶
If a form is available in multiple languages, you can choose a language in which you want the questions to appear.
Open the Action Menu ()
option is only visible if a form is available in more than one language.
Select the language you want the form questions to appear in.
Saving a partially filled form¶
If you wish to save a partially filled form, you can click on the save icon () beside the form name.
To edit the saved form, select in the Main Menu and select the form you wish to edit.
Completing a Form¶
Once you have reached the end of a form, you will have the opportunity to Save and Exit the form.
At this point, you may also:
Name the form¶
The last form screen provides a default name for the form (defined by the form designer). You can rename it. This name only applies to that particular instance of a completed form (not to the blank form).
The Form Name identifies the form in lists throughout the app. For this reason, a meaningful name may be important to you. After you've saved the name, the form automatically moves to the Send Finalized Form section, from where you can send it.