Forms can be organised into folders, allowing related forms to be stored logically on a handset and to be grouped or separated accordingly. You can configure the structure of folders and sub-folders and (optionally) specify icons to graphically identify a folder. Each project has its own folder structure. 


Once a folder structure has been defined, it will download to a handset when a fieldworker checks for updates.


To manage your handset's folders:

  1. Go to your Dashboard tab and select 'Manage Project' from the ribbon at the top. 
  2. In the panel on the right, select 'Handset folder management'.



Adding folders

When you first set up your folder structure, you'll need to start by creating a root-level folder. To do so, click the "Add a root folder" link and specify a name for the folder. You can add multiple root-level folders if you need to.


Once you've added a root folder, you can add sub-folders and create a structure of any depth you like. You can also delete folders if you need to.



Assigning a custom folder icon

Each folder can have its own custom icon. If you don't specify an icon, the default, generic folder icon will be used. 


To assign a custom icon, select "Change icon". You can either select an existing image resource to use as the icon, or upload a new image (PNG format). If you want to upload a new image, give the image a name, browse to the image on your computer by selecting the yellow folder icon and then press "Upload". You can then select the image from the window above.



Organising forms into folders 


By default, a newly created form is stored on the handset in a default folder labelled "Conduct Survey". If you have a folder structure configured for the project, you can specify another folder to locate the form in:

  1. Under the Design tab, below the form title, the form's current folder location is displayed. Select "Move".
  2. Select the folder to which you'd like to move the form from the "Select a folder" dialog box. 


Once the form has been moved into the required folder, all fieldworkers will need to check for updates.