Resources such as media and documents can be used to enrich your data collection for example embedding media in your forms or sending documents to your field team. Resources are managed from the Workspace Resource Library.
This article covers:
To access your resource library open the Dashboard of your workspace and select "Manage Workspace" (1). From the panel on the right, select "Resource library"(2).
Any resource that you want to include in a form or messages to your field team needs to be uploaded to your workspace Resource Library.
Adding a new resource
Add a new resource to the workspace by dragging and dropping a file from your computer into the window or clicking on "Browse your PC" (3). Multiple files can be uploaded at the same time. Note that resource filenames can only contain letters, underscores and numbers and any illegal characters will be removed automatically when you upload the file.
Existing resources (4) will be listed in alphabetical order. You can download resources (5) to your computer (e.g. to edit them) by selecting the download icon of the specific resource.
The following file types can be uploaded:
- Images: png, jpeg, jpg, gif
- Audio: mp3, wav, m4a
- Video: mp4, webm
- Documents: pdf, csv (useful to pre-populate a form or dynamically generate an option list)
Note: Not all file types are supported by all web browsers and handset versions.
You'll see a progress bar as each file uploads and a confirmation message once it has completed uploading or failed for any reason, such as the file being too large (resources must be less than 30MB each). If a file upload fails due to a temporary issue (such as connectivity), simply try uploading it again.
Uploaded resources ace's resource library, they can be used in the following ways:
- Resources can be embedded in to your forms by using the '@' sign.
- Resources can be sent as attachments when communicating with your field team via the Notifications on the mobile app.
Deleting a resource
CSV file validation
Note: The size of the CSV file referenced in a form will impact the performance and usability of the form. Particularly launching or resuming a form, adding repeats and completing choice fields (selects and cascades) with external sources. This is compounded by the number of fields in the form that use CSV files.
For devices with specs on the lower end, we would recommend a maximum of 1 000 rows. For devices with specs on the higher end, we would recommend a limit of 10 000 rows in the CSV file.