Overview of the "Forms" module
The custom forms module allows you to create databases in order to store information pertinent to your project and organization.
You can use the custom forms that have already been created by other users in the system or you can create your own.
Custom forms allow you to manage any data that would otherwise be managed in Excel.
Information can be collected through the mobile or the web app, and it can then be used to feed indicators. Data in them can be analysed using the analytics module.
- Forms menu and tools
- Create a form
- Add records and import data
- Share access to the form
- Link indicators to your forms
- Analyse your data
Forms menu and tools
When you have published a form, the following items will appear in your Form's menu:
- Records (consult the list of items that were entered in this form)
- Share (share the form with other users or generate a link for non-users)
- Fields & sections (design the form)
- Edit (change the name or description of the form)
- Clone (Duplicate the form. This copies the design, but not the records.)
- Sync history (see when records were added with the mobile app)
Create a form
In the main menu (left), click " Custom forms". You will access the list of forms.
Click the " +" button to create your form.
You will be redirected to the form design page.
At first, you will see the panel to rename the first section of your form. But you can ignore this for now and simply directly click " Save".
You can then "drag-and-drop" various fields, like Number, Text, Date fields, etc. from the left to the right in order to create your survey or form.
For each field, you can enter the label (name) of the field where it says "Field name".
For more detailed instructions, you can view this video tutorial or read the "Configure fields" article.
Enter or import data
You can add data by:
- Adding records using the "Record" form,
- Importing data (Excel file),
- Using the mobile app.
To add a record using the "Record" form, click "Add record".
A side panel will appear, allowing you to enter the record.
To import data using an Excel file, click "Import".
Then, click " Generate template", and click "Download". Open the generated Excel file and copy-paste data from your source file to the template file.
Be careful with "yes-no", dropdown lists and locations fields: the data that will be imported must match the available options in LogAlto.
When you are finished copy-pasting data in the template file, you can go back in your form and click " Import" + click "Import template".
When the import is successful, LogALto will display "Importation was successful'. Click the "Refresh" icon to display the imported data.
When the import is not successful, LogAlto will display "Error while importing". Click the "Details" link and then click "Download the file" so you can view the imported file with erroneous cells highlighted. Correct the highlighted cells and try to import again.
For more detailed instructions, you can view this video tutorial or read the "Import data from Excel" article.
The LogAlto mobile app, allows user to add new records. (existing records cannot be modified or viewed). It also allows users to collect data offline and sync with LogAlto once a connection is available.
To add a record using the LogAlto mobile app, you need to first design and publish your form.
For more detailed instructions, you can view the articles in the Mobile application section of the Help Center.
Share access to the form
You can create a link that can later by sent by email (the recipients will be able to fill the form without login into LogAlto).
For more detailed instructions, you can read the "Share form with URL" article.
To share the form with other LogAlto users, click "Share". You will be able to select specific users, projects, countries (org. units) or profiles that will have access to the form. You can give different access rights to each one, and also specify wether or not they will see confidential fields.
For more detailed instructions, you can view this video tutorial or read the "Share form with colleagues" article.
Link indicators to forms
In LogAlto, you can link an indicator to custom forms and feed the indicator with the data from your custom form. To do so, follow the below three steps:
- Step 1: Create your custom form
- Step 2: Link your form to your indicator
- Step 3: update your indicator with data from your form
For more detailed instructions, you can view the Link indicator to form article.
Analyse your data
To analyze your data, click " Analytics"in the main menu (left). Then click the "+" button.
Enter the name of your report (or chart), select a dataset and an output type (grid, chart, map, etc.). Click " Save".
You will be redirected by a default table or chart containing the selected dataset. Click on the configuration icon (upper right).
A side panel will open, allowing you to configure your report. The configuration options vary depending on the output type (example: a bar chart will have different options than the radar chart or distribution map).
Once you have configured the report to your satisfaction, click " Save".
For more detailed instructions, you can view this video tutorial or read the "Overview: Analytics" article.