diff --git a/source/about_kobotoolbox.md b/source/about_kobotoolbox.md index 6e82ae39..e64ae2e4 100644 --- a/source/about_kobotoolbox.md +++ b/source/about_kobotoolbox.md @@ -9,16 +9,16 @@ KoboToolbox makes high quality data accessible to social impact organizations wo KoboToolbox is hosted and maintained by the international nonprofit organization [Kobo](https://www.kobotoolbox.org/about-us/the-organization/). Our mission is to empower individuals and organizations around the world with high quality data collection tools for creating data-driven social impact. -Read more about [our mission →](https://www.kobotoolbox.org/about-us/our-mission/) +Read more about [our mission](https://www.kobotoolbox.org/about-us/our-mission/). ## Supporting global impact KoboToolbox is the most widely used data collection tool for humanitarian action, development, peacebuilding, human rights, environmental protection, and other social impact initiatives. To support our nonprofit users, we provide our tools for free under the [Community Plan](https://www.kobotoolbox.org/pricing/#free). We also offer [advanced services](https://www.kobotoolbox.org/services/) and [upgrades](https://www.kobotoolbox.org/pricing/) for large organizations with high volume and complex data collection needs. -To learn more about how organizations around the world are using KoboToolbox, visit [our blog →](https://www.kobotoolbox.org/blog/) +To learn more about how organizations around the world are using KoboToolbox, visit [our blog](https://www.kobotoolbox.org/blog/). ## More resources In addition to the [Help Center](https://support.kobotoolbox.org/), users can visit the [Community Forum](https://community.kobotoolbox.org/) to ask questions and share ideas. For a comprehensive introduction to data collection with KoboToolbox, users can enroll in our online [KoboToolbox Essentials Course](https://academy.kobotoolbox.org/courses/essentials). Online and in-person training sessions are also available for teams. -Learn more about [our training services→](https://www.kobotoolbox.org/services/training/) +Learn more about [our training services](https://www.kobotoolbox.org/services/training/). diff --git a/source/audit_logging.md b/source/audit_logging.md index de7e1fd0..6dc0ec95 100644 --- a/source/audit_logging.md +++ b/source/audit_logging.md @@ -30,7 +30,7 @@ please follow the steps below: | audit | audit | | | text | Q1 | Q1. What is your name? | -2. Collect data using the [Collect Andoid app](kobocollect-android.md) and send +2. Collect data using the [Collect Android app](kobocollect-android.md) and send the finalized forms back to the server. Collect saves the audit logs for each submission in a CSV file that are saved and uploaded to the server just as an attached photo would be. diff --git a/source/kobotoolbox_monday_integration.md b/source/kobotoolbox_monday_integration.md index dcc11ba7..eb220ccf 100644 --- a/source/kobotoolbox_monday_integration.md +++ b/source/kobotoolbox_monday_integration.md @@ -1,5 +1,5 @@ # KoboToolbox Integration on monday.com -**Last updated:** 10 Oct 2023 +**Last updated:** 23 Feb 2024

This article outlines the early release of the integration between KoboToolbox @@ -48,7 +48,9 @@ platforms. [monday.com apps marketplace](https://monday.com/marketplace). 2. Once installed, go to your previously prepared board to set up the integration. - Note: Only one KoboToolbox integration recipe can be established per monday board. + + **Note 1:** Only one KoboToolbox integration recipe can be established per monday board. + **Note 2:** Only the person who installed the recipe can edit it, all other board members can just open it in read-only mode. ### First-time Use @@ -100,16 +102,22 @@ platforms. configuration.\ ![kobo-monday-data](/images/kobotoolbox_monday_integration/kobo-monday-data.png) - Notes: + + **Notes:** 1. Any updates made to a form or individual submission in KoboToolbox project which is already sent to monday.com board will not be automatically synced at this point. Such changes like removing or renaming a question, changing group hierarchy, changing a group to a repeat group, or editing labels in the KoboToolbox form will not affect the items on monday.com board. - 2. Due to monday.com limitations there is no way to map a column with Location type in the dynamic fields mapping. To overcome this limitation the following workflow should be established + 2. Due to monday.com limitations there is no way to map a column with Location type in the dynamic fields mapping. To overcome this limitation the following workflow should be established. a. Create two columns on monday.com board for location data to be populated - one of the Text type and second of the Location type. It’s important to name them identically. b. Use a location column of the Text type in the dynamic fields mapping. Second column of the Location type would be automatically populated once the first one is filled out. + 3. File column is not automatically supported in the dynamic fields mapping. If you wish to transfer files from Kobo to monday.com, the following workflow should be established. + a. Add a File column to the monday.com board and name it the same as the appropriate File field is named in your KoboToolbox project, it’s crucial to apply the same names to file columns from both monday.com and KoboToolbox sides. + b. Install integration recipe if not accomplished yet, otherwise go to Integration Center, open the existing recipe and click ‘Update automation’ button to have the latest functional changes applied. + c. No other configuration changes needed, now files will be automatically transferred from the KoboToolbox project to the appropriate column on monday.com board based on the column name. + ## FAQ @@ -117,7 +125,7 @@ platforms. **What is the REST Service?** More information about REST Services could be found in the following -[guidance](https://support.kobotoolbox.org/rest_services.html). +[guidance](rest_services.md). **What is the dynamic fields mapping?** @@ -158,13 +166,17 @@ have the selected option correctly transferred to the board. **What column types from Kobo shift to what column types from monday?** -All column types except File and External XML are supported by monday.com. If +All column types except External XML are supported by monday.com. If you can't find the appropriate column type on monday.com board, use a column with Text type. For the Point and Area Kobo column type, it's better to use the Text -column on monday side despite the fact that there is Location column type for +column on monday.com side despite the fact that there is Location column type for this matter. **Can I sync more than one KoboToolbox project with my monday board?** No; only one KoboToolbox integration recipe can be established per board. Having more than one recipe will lead to a server error. + +**Why can’t I change an existing recipe created on monday.com by my colleague?** + +Only the person who installed the recipe can edit it, all other board members can just open it in read-only mode. diff --git a/source/welcome.md b/source/welcome.md index f616da66..81fce202 100644 --- a/source/welcome.md +++ b/source/welcome.md @@ -1,7 +1,7 @@ # Basics of KoboToolbox **Last updated:** 6 Feb 2024 -KoboToolbox is an innovative open source platform for collecting, managing, and visualizing data. It is the mostly widely used data tool for social impact initiatives across the globe. Learn more about how KoboToolbox supports nonprofit organizations with access to high quality tools for creating data-driven change. +KoboToolbox is an innovative open source platform for collecting, managing, and visualizing data. It is the mostly widely used data tool for social impact initiatives across the globe. Learn more about [how KoboToolbox supports nonprofit organizations](about_kobotoolbox.md) with access to high quality tools for creating data-driven change. KoboToolbox makes it easy to develop forms for data collection. It also has features for managing projects, visualizing data, and building complex forms. This article provides a quick overview of a few KoboToolbox basics.