Collect Menus, Settings, and Security¶
- Fill Blank Form
- Lists available blank forms and lets you select a form to begin filling out.
- Edit Saved Form
- Lists completed and saved forms and lets you select a form to edit.
- Send Finalized Form
- Lists finalized but unsent forms and lets you select forms to send to the server.
- View Sent Form
- Lists forms that have been sent, even if they were deleted.
- Get Blank form
- Lists blank forms available on the server and lets you download them.
- Delete Saved Form
- Lists all the Saved and Blank Forms and lets you delete them.
- To access General Settings:
⋮ ‣ General Settings
- To access Server Settings:
⋮ ‣ General Settings ‣ Server
User Interface Settings¶
User Interface settings control Collect's appearance and behavior.
- To access User Interface settings:
⋮ ‣ General Settings ‣ User Interface
Toggles Light and Dark themes.
New in version 1.15.
Forces the Collect interface to use a specific language. By default, Collect matches the device language. Note that this only sets the language for the Collect interface and not for form contents. For multi-language forms, the form language is set while filling out that form. The Collect translations are provided by the ODK community through the Transifex service. You can join Transifex to add or correct translations in your language.
Text font size¶
Sets the size of fonts used in the form-filling interface.
Sets form navigation style for moving between questions.
- Horizontal swiping
- Forward and back buttons
Sets an image to display while Collect loads.
Maps settings configure the maps shown by the location question types.
- To access Maps settings:
- ⋮ ‣ General Settings ‣ Maps
Prior to ODK Collect v1.23, map settings were available in the User Interface Settings. The basemap was configured by first selecting a Mapping SDK and then a Basemap.
Basemap settings configure the background of maps shown by the location question types. Basemaps are provided by several different Sources which may each make several different map Styles available. A basemap is intended to provide details that help users orient a map and to make the map easy to use in a particular data collection environment. For example, if the data to be collected relates to elevation, consider selecting a topographic basemap.
A basemap source provides one or more map styles:
- Google basemap styles are used by Google Maps and other Google products.
- Mapbox basemap styles are used in many familiar products.
- OpenStreetMap provides one style which also powers openstreetmap.org. OpenStreetMap data is used in basemaps provided by all other sources as well.
- USGS is the United States Geological Survey. It provides topograpic and satellite basemaps for the United States only.
- Stamen provides a terrain basemap with large labels.
- Carto basemap styles are designed to be used with data layers.
Reference layer settings¶
Reference layer settings configure map data shown on top of the basemap. Currently, a reference layer can only be defined by an offline MBTiles file as described in Using Offline Maps. The reference layer will appear when the zoom level is within the range supported by the file. If a reference layer has no transparency, it will fully cover the basemap selected above and behave like an offline basemap. Vector MBTiles files will only be available in the Layer data file menu if a Mapbox basemap is selected. Raster MBTiles files will be available for any basemap source and style.
Form Management Settings¶
Form Management settings control default behavior when editing, finalizing, and importing forms.
- To access Form Management settings:
⋮ ‣ General Settings ‣ Form Management
Blank form update mode¶
Specifies how blank forms should be updated:
- The default mode in Collect. Enumerators manually manage blank forms on the device using Get Blank Form and Delete Saved Form.
- Previously downloaded forms only
- Enumerators will receive a notification when one or more forms on the device have an update available to their form definition or media files. Tapping on the notification will go to Get Blank Form where the user can choose to download some or all of the updated forms.
- Exactly match server
- Collect will automatically download and update forms based on what's on the server. In addition, forms not on the server will be deleted from Collect. This mode hides Get Blank Form and the Blank Forms tab in Delete Saved Form as they are not required. The enumerator can trigger an update from the server on the Fill Blank Form screen. Filled instances of blank forms deleted during server updates will still be editable.
If your server is configured to provide the exact set of forms enumerators need and you'd like to ensure they always have the most up to date versions on device then we'd recommend using Exactly match server.
However, if your server is set up to provide forms that aren't relevant to every enumerator then we'd recommend using Previously downloaded forms only (ideally with Automatic download) so that enumerators are still notified when the forms they do use are updated.
Manually makes the most sense when forms only need to be downloaded once and will never change or if you are extremely bandwidth-limited.
Automatic update frequency¶
Specifies how frequently Collect should check for updates to the forms on the server when using Previously downloaded forms only or Exactly match server. This option is not available if Manually is selected.
Only available if Previously downloaded forms only is selected. When Automatic download is enabled, the form update check will trigger an automatic download of any forms on the device that have updated definitions or media files. The user will receive a notification when the automatic download completes with either a success or failure. Tapping on the notification will go to Get Blank Form where the user will see success or failure messages for each form for which an update was attempted.
Hide old form versions¶
When enabled, if there are multiple versions of the same form, only the most recently downloaded will be displayed on the Fill Blank Form screen.
When enabled, forms are sent immediately when they are finalized, if the device can connect to the internet. If an internet connection is not available at the time of finalization, your finalized forms will be queued to send as soon as connectivity is established. You can specify whether to send over WiFi, cellular data, or both.
Delete after send¶
When enabled, form instances are deleted once they are sent.
Default to finalized¶
When enabled, records are set to be finalized when saved at the end of a form-filling session. You can opt out of this at the end of filling any specific record. This is particularly important to consider when using encrypted forms because encryption happens on finalization. Finalized records for encrypted forms can't be opened because they are encrypted. Records for encrypted forms that have not been finalized are not encrypted and can be edited.
Sets when form responses are validated against constraints.
- Upon forward swipe. (That is, right after the question is answered.)
- At finalization.
New in version 1.11.0.
Sets the default maximum size for images added to forms, as measured by the number of pixels on the longest edge. Images larger than the maximum are scaled down immediately after being added.
- Original size from camera (default)
- Images are unchanged when added to a form. Recommended for use only when images must contain a lot of detail and when the internet connection used to send submissions is fast.
- Very small (640px)
- Recommended when images don't need to be detailed or the internet connection used to send submissions is slow.
- Small (1024px)
- Sufficiently detailed for most on-screen viewing but too small for printing.
- Medium (2048px)
- Sufficiently detailed for most uses, including printing.
- Large (3072px)
- Recommended when a lot of detail is needed, but you want to reduce the size of image files as much as possible.
Show guidance for questions¶
Guidance hints on questions can be used to display additional information that is not always needed. For example, they can be used to show extra instructions to be used during training or valuable only on a printout. If set to Yes - always shown, guidance hints will always be displayed below regular hints. If set to Yes - collapsed, the user will need to tap to view guidance hints.
Finalize forms on import¶
When enabled, forms added directly to the
instances/directory are automatically set to Finalized. This is particularly relevant when putting records for an encrypted form directly to the device because encryption happens on finalization.
User and Device Identity Settings¶
User and device identity settings control how personally identifiable information and device ID are used.
- To access User and device identity settings:
⋮ ‣ General Settings ‣ User and device identity
Form metadata settings¶
Form metadata settings control identifying information added to forms filled on the device.
- To access form metadata settings:
⋮ ‣ General Settings ‣ User and Device Identity ‣ Form Metadata
You can edit the following:
- Phone number
- Email address
You cannot edit these:
- Device ID
- Subscriber ID
- SIM serial number
- Install ID
Device ID is currently set to the device IMEI. Starting in August 2020, Google will no longer allow Android applications to read the IMEI. At that time, the Collect-generated Install ID will be used as the Device ID. Both are currently displayed to allow organizations to transition over. Install ID can be copied by long-pressing on its text.
When enabled, ODK Collect sends anonymous usage and error data back to the ODK development team, which helps us improve the application.
Admin settings manage other settings and features, letting you import or export settings, reset settings and delete cached data, and restrict which features are available to users of the app.
Admin settings are useful when you are managing devices that will be used by many enumerators, and you would like to limit the options available to those enumerators.
You can password protect the Admin setting screen, so enumerators cannot adjust settings or access restricted features.
- To access Admin settings:
- ⋮ ‣ Admin Settings
- General Settings
- Provides access to General Settings, with all items unrestricted.
- Admin Password
- Lets you password protect this screen.
- Reset application
- Lets you reset to default settings, delete forms, and empty caches.
- Import/Export settings
User Access Control Settings
- Main Menu Settings
- Displays a list of Main Menu features. To hide features, uncheck them.
- User Settings
- Displays a list of user settings and other features accessible in the General Settings screen. To hide features, uncheck them.
- Form Entry Settings
Displays a list of features related to viewing and filling out forms. To disable features, uncheck them.
- Moving backwards
If you disable moving backwards, the enumerator cannot use the back button or swipe right to move backwards through a form.
However, disabling this feature does not completely restrict a user's ability to access already-answered questions. So, when you uncheck this box to restrict backward movement, the app will suggest several additional restrictions which will prevent a non-admin user from revisiting already-asked questions:
- Disable Edit Saved Form option in the main menu
- Disable Save Form option in the Form entry menu
- Disable Go To Prompt option in the Form entry menu
- Set Constraint processing to validate upon forward swipe in the Form Management settings
Select YES to set these additional restrictions.
When you enable the moving backwards option, you have to configure the other changed settings since they are not automatically changed back.