Getting Started

Forms - Management

  • In openXdata, forms are grouped into Studies. You can have one study with many forms, or many studies with many forms. Users can be assigned to Studiess, the whole group of forms, or individual forms (details in User Management). Forms can have versions. If you wish to change your form after you've started collecting data into it, you must create a new version - openXdata will prompt you.

    On the web dashboard, after logging in, the first screen a user sees is a list of studies they have access to, by clicking on a study, they then see the list of forms in the study.

  • Clicking on "New" in the Form Actions area allows you to create a New Study, Form or Form Version. The Wizard can also be used to edit User access (covered in User Management). NOTE: As of 1.8.4, the Wizard does not allow you to create a new Form Version - see "Edit" for how to create a new Form Version.

  • With the Edit function you can:

    • Go to the Form Designer
    • Publish or Unpublish form Versions
    • Change the names and descriptions of the Study, Form, and Form Version
    • Change the User permission for the Study and Form

    The Wizard follows the same pattern as the New function - Study, Form, Form Version - but each window has a shortcut to go straight to the Designer for the Form you selected, as this is the most common reason to use the Edit Button.

    NOTE: The first time you Design a form by opening the Form Designer, the form_binding (see Glossary) is set. It is not advisable to change a form_binding once it is set

  • It is not possible to delete a form or study which has data in it.

  • The Export function allows you to save a complete xml file to your computer which contains all the information about your Study, Form or Version definition. It is useful for users to be able to back up their Study and Form designs (without needing to go into the openXdata database) and for sharing Studies and Form templates with others.

    This does NOT export your data. To export Data, use the View Responses dialog.

  • You can use the Import functionality to bring in studies, forms or form versions from work done elsewhere.

Forms - Designing