Creating Folders for different programs

[mtkwaipo]

Greetings,

This is my very first time to be part of this community and I am very excited.

My question is, is there are way to create folders to assign to different programs?

Thank you and appreciate any and all help from everyone.

[janna]

Hi @mtkwaipo,
Interesting question.
What are you trying to achieve with this? What is the point of the folders, are you trying to organise the forms within your project list? Or trying to share a set of forms with a certain group of people? Just wondering, to see if an existing solution other than folders. Or what use-case this feature would be useful for.

Currently, you’re able to “tag” projects, which could help organise projects. And you’re able to duplicate a “sharing group of people” from one project to another.
But maybe you could explain more?
Janna

[mtkwaipo]

I am managing several partners and their development agencies.
I am assisting them to do mobile data collection using Kobo toolbox.

The purpose of the folders are;

1. To group a partner or their development agency’s individual surveys etc.

2. For general survey questionnaires, I would like to group, different to what I will do for the partners individually.

I feel keeping them in two seperate folders will ease the effort in management of data and information individually and as a group.

Thank you,

Mtkwaipo

[degami]

Hi,
I also think something like ‘folders’ for project / form management would be really handy. I think @mtkwaipo’s purpose of grouping projects by partner or agency could be useful in a lot of situations, especially for people like us who provide support for multiple groups doing data collection.

It could also help by making it quicker to share groups of forms. I know you have the option to duplicate the sharing permissions form-by-form, but it’d be really useful to share a folder (or tag!) with a group, then to know that any form placed into that folder is automatically shared with the group.

I can also see the use of separating types of project. At the moment, I have separate accounts for my personal tests, our shared company testing ground, and for live projects. I’d prefer to put them under one account, but it gets quite hard to find things as the number of projects increases… Tags go some way to solving this, but I’d like to be able to visually see the groups I’ve assigned, instead of having to search for the tags (and remember which strings I used so I can search for them).

If the Kobotools team are set on tags rather than folders (and I think tags are usually more flexible!), then maybe we could have a view where we see our tags list as if they were folders? I.e. a list of tags, with an accordion-like “click-to-expand” view to see the projects within each tag?

(If kobo already has any of this, please let me know!)

Thanks a lot,
~D

[dianedetoeuf]

Hello,

We have been promoting the use of Kobotoolbox in all our programs for few years now. With the multitude of forms in our accounts it would be very helpful to be able to sort them into folders! Hope this feature will be added by the developers.

Thanks in advance!
Diane

[fmi]

This would be an extremely useful feature! I am managing forms for several countries so my homepage currently has many forms, making it difficult to navigate. It would be very useful to have a folder for each country or project etc.

[lisa_vdh]

Does it exist the possibility to create the folder to order the projects and group them together?

Is it possible to classify different projects in folders if there are linked by users or thematics?

Thanks in advance,

[Kal_Lam]

Welcome to the community, @lisa_vdh! I have shifted your post here so that you could VOTE for the same to make it a reality in the near future.

[galrajeh]

This is a very important feature, as it will solve many issues;
first it will eliminate the need to create different accounts for different projects,
and it will reduce the number of wrong entries caused by choosing the wrong form as only relevant forms could be shared with field teams by linking only certain folders.
e.g. https://kc.humanitarianresponse.info/accountName/folderName
I added in this post more details on how this could be useful.
I hope it will be implemented asap.

[titeuf_community]

same here, this would be really helpful

[Kal_Lam]

@titeuf_community, linking your suggestion here (for reference):

Folders for surveys

Hi all, I work for an NGO and we help our partner organisations with data collection. Since around 30 organisations are sharing their forms with us I was wondering if there is’n an option on KoBo Toolbox to put these survey into different folders? Like that it is not such a mess in the “deployed” tab. Best, titeuf

[Kal_Lam]

@salomegarnier, linking your post here as a reference (so that we don’t lose it):

Folders to organize deployed forms by project

What is the general goal of the feature? To organize forms into folders, in order to easily find them based on project or other variable. What are the most likely user stories for how and when this would be used by someone on your team? A research team has multiple ongoing project and each project has several related forms. They regularly switch between projects and forms. Can you sketch out graphically how you think this should look/work in practice? Folders in which we can drag and drop d…

[Lavinia]

Dear community,
I totally endorse having a form of folder, I also have several projects and as the number of countries and clients increases, it is becoming hard to navigate the list of forms… any updates on this? @Kal_Lam
Thanks for your reply!
best

[Kal_Lam]

Welcome back to the community, @Lavinia! We do not have this feature out yet. But feel free to reach us if you do have some budget for this feature request.

[rmaksoud]

Hello, its indeed a very useful feature to have, I’ve been struggling with tons of forms for different donors/programs and even projects and activities within the same programme. What budget is needed to make this happen? how can we start the discussion on this?

[Kal_Lam]

@rmaksoud, could you also reach us through info@kobotoolbox.org so we can discuss this in more detail? Thank you for showing your interest in being willing to budget this feature.

[peat]

Just signal boosting this discussion, it’s a feature I think is sorely missing!

[galrajeh]

Hello, any update regarding this feature?

[titeuf_community]

any chance to crowdfund this feature?

[jhm07216]

I agree that this feature would be extremely useful! Any update would be greatly appreciated! @Kal_Lam – any updates on this front? Thank you very much in advance!