Linking different forms

odk-collect
#1

Hallo guys

I hope this finds you well. Just as an idea, is it possible to link
different odk forms i.e in the process of filling one form you call another
form.

Or maybe using one form as a menu where it calls other forms?

Regards

Sequential form loading
Want to fetch one form's saved data in another form in ODK Collect
Visual display of groups in Collect
Refinements to Repeat Group Navigation
Transferring entered data between forms on the same device
#2

Will be interested to find out if this can be done‚Äč too

1 Like
#3

Hi Tony,

If you are looking for Case Management, I am afraid ODK 1.0 tools do not
offer that functionality.

If you are looking at using previously collected data as a reference within
a new form you can use data preloading:
https://opendatakit.org/help/form-design/data-preloading/

Please provide your use case and we will be in a better position to let you
know if its supported in ODK.

Best and Regards
Ronald Munjoma

··· On 26 May 2017 at 10:20, Tony Henry wrote:

Hallo guys

I hope this finds you well. Just as an idea, is it possible to link
different odk forms i.e in the process of filling one form you call another
form.

Or maybe using one form as a menu where it calls other forms?

Regards

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#4

Ronald is correct, but because this notion of linked forms comes up
occasionally, I've filed it at
https://github.com/opendatakit/collect/issues/1086.

Mukanya and Tony, what would be really helpful is if you go to that issue
and describe the problem that you have, exactly what you mean by linked
forms, and how linked forms would solve that problem.

Thanks,

Yaw

··· On Wed, May 31, 2017 at 1:10 AM, ronald munjoma wrote:

Hi Tony,

If you are looking for Case Management, I am afraid ODK 1.0 tools do not
offer that functionality.

If you are looking at using previously collected data as a reference
within a new form you can use data preloading: https://
opendatakit.org/help/form-design/data-preloading/

Please provide your use case and we will be in a better position to let
you know if its supported in ODK.

Best and Regards
Ronald Munjoma

On 26 May 2017 at 10:20, Tony Henry thoduor@gmail.com wrote:

Hallo guys

I hope this finds you well. Just as an idea, is it possible to link
different odk forms i.e in the process of filling one form you call another
form.

Or maybe using one form as a menu where it calls other forms?

Regards

--

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Ronald Munjoma
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#5

I've turned this topic into a "Features" discussion so that people interested in this functionality can vote on it. @Tony_Henry and @Cleopas_Hwinya, it would be very useful to get a description of your scenarios and any ideas you have on the behavior of a form linking feature. How do you imagine establishing the link, for example?

Some other related threads:

#6

@Richie_CrSeven described his requirements in Sequential form loading.

#7

We can do one thing in this case . Ask a select_one type question giving the choices as yes or no . Add the other form in the current form only . If the user selects yes the form should open or else it will not . We can do that by adding the relevant condition by placing the form in a single begin group . I hope this might help a bit .

Thanks and Regards ,
SGSC

#8

I could give a few examples here but below is a common example from field-research where we use ODK

  1. House form (information about house features, GPS, etc)
  2. Head of Family (many Houses contain multiple families)
  3. Member of family

Currently you can do this but to do it requires either:
1)Complex indexed_repeats and gets overly complex.
From a tidy data perspective linked forms would be significantly nicer; I also feel it would be better from an end-user perspective.
2) Multiple ID fields (with cross linking in R/STATA) but this is problematic because of the multiple opportunities for data entry error

Importantly also note that this helpfully supports 1:many relationships between the forms.

#9

Linking forms would be really useful.

As an example use case to help the discussion:

I have a number of auditors who perform AUDITS and identify and note ISSUES. Audits overlap and auditors need to review existing issues that either they or other auditors have found, and that are still unresolved.
If I could split audits from issues, where:
An auditor can perform an audit survey in which they can both:

  • create new issues (in a separate issue survey)
  • lookup and edit issues, of a status of "unresolved" (in the separate issue survey) for instance by adding observations or closing an issue.

Each audit will have its own questions (date of audit, auditor, what is being audited etc) and a selection of relevant issues taken from an issue survey.

The complete issue survey will be available to audit surveys at the point of a survey. The issue survey may have been updated as a result of an audit with new or edited entries.

Currently I am using a mobile database to perform a similar task.

The use case expands the "link forms" request to be a "relate forms" request. If this use case were to be achieved I guess the functionality required to achieve it would cover most other "linked form" requests.

1 Like
#10

I am wondering if there has been any movement on this issue, since the github request was closed and redirected to this discussion. I will also add two more use cases.

  1. HH surveys with multiple interviewees, who need to be interviewed by different enumerators. While multiple individuals can be interviewed in the same form with some effort, there are cases where we might interview a male adult and a female adult and then a female child, and the two female interviews must be done by a female enumerator. In that case, they might have to switch phones among the team to make it work.

  2. Surveys that start and stop with long time lags between. We sometimes do surveys with a child in school, and then follow up at their home. While we can put the entire script into one tool, it becomes difficult, when you arrive at a home, to find the correct survey that belongs to their child. If we could keep the two forms separate but link them through a question in the form itself, that would be great.

Happy to provide more details if these were unclear. I would love to see something implemented that would make these cases easier.

#11

I Would like to use the same feature as @David
One team performs audit and with GPS point note where the pb are located with descriptions of what should be done (I use multiple select for that.)

I want to have an other form for the teams which resolve the issue by loading the registred issues, and put the result of their action (solved, partially solve, need specialist…) I send a sms to the registred phone number which register the issue with form #1

I understand that preload csv could a solution but

  • I didn't succeed in generating csv file by sending form instance with all the answers of the first form
  • I didn't succeed in updating the csv file in my phone by using GoogleDoc system