Every form is made up of the following basic structural elements: pages, groups and fields.
The hierarchy panel on the left shows the outline of the form structure (1). The pages and groups can be collapsed or expanded in this view, and elements can be dragged to reorder them. Note that this outline shows the names of each of the form elements (as opposed to the display text).
By default, every form must consist of at least one page. The page label (2) should be edited to provide a meaningful form heading. All the elements within a page will display on the same screen on the fieldworker's handset. If there are multiple pages, the fieldworker will need to click 'Next' to proceed to the next page. You can add more pages to your form by clicking '+ Add new page' in the form outline (3). To delete a page, first select it by clicking on the page's icon in the main workspace - then click the "bin" icon on the right hand side (9). Note that deleting a page will delete all the groups and fields contained on the page.
Related fields can be grouped together to add logic to skip, show or repeat that set of fields. Groups (4) are indicated by a bold brace on the left of the fields it contains. A form does not have to contain groups.
- Groups within groups are referred to as 'nested groups' (5).
- If a group is set to allow repeats (6), the fieldworker will have the option to repeat that set of fields in their form as many times as they need to (such as when enumerating a household).
Fields (7) are the lowest level form elements and can be placed directly on the page or within groups. There are many different field types, not all of which require user input. Fields (and groups) can be dragged within the workspace to reorder them (8).
Clicking on an element will expand the options available for that element and allow you to edit the element name and display text. The selected element is highlighted in the form outline on the left.