How to Collect Answers with a Form
Build a form, share it, review records and turn accepted ones into indicator totals.
A collection form is a set of questions your team answers, or people answer through a link. Accepted answers count into indicator values.
Design a form
- Open the project's Data tab and choose Collection forms, then New form.
- Name it. Add questions and choose each answer type: number, text, date, choice, yes/no, place, GPS point, or photo or document.
- For a question, you can tick Always required, or set Ask this only when or Make it required when based on an earlier question.
- Say which indicator the answers add up to: Count the records, or Add up a number from one question. Choose which date decides the reporting period (otherwise the day it was sent).
- Choose Save the draft, then Publish when the questions are right.
A published form cannot be changed. To change questions, close it and make a new form; earlier answers keep the questions they were given.
Answer a form
Open the form and choose Fill in. Answers that do not fit the question are explained beside it. Photos are JPEG, PNG, WebP or PDF, up to 5 MB.
Import many answers from a sheet
On Fill in, choose Download the sheet, fill one row per record, then choose a file or paste the rows and choose Check the sheet. If a row has a problem, nothing is imported; Download the rows to fix gives you only the rows that need correcting. Choose Import when the check is clean.
Review
On Records, accept a record or reject it with a reason. Return to waiting puts an accepted or rejected record back. Only accepted records count.
On What it adds up to, choose a reporting period and Enter as drafts. The totals become draft indicator values; review and submit them from the indicator values page.
Share with people outside the team
On Share a link, write who the link is for and choose Make a link. Anyone with it can answer the form without signing in. Withdraw stops a link.