Guidelines

Community Guidelines

Welcome to the KoboToolbox Community Forum. This is a shared space for users worldwide to collaborate, troubleshoot issues, share knowledge, and support data-driven impact for social good.
To ensure our community remains welcoming, secure, and constructive, all participants are expected to follow these guidelines.

Before You Post

To resolve issues quickly and keep discussions organized, please complete these three steps BEFORE posting a new topic:

  • Check your form with the XLSForm Online Validator: Run your web forms and XLSForms through the XLSForm Online Validator to catch and fix syntax errors before asking for troubleshooting help.

  • Read the documentation and tutorials: Search the KoboToolbox Help Center for existing step-by-step guides, user documentation, and tutorials.

  • Search the forum: Search previous discussions using key terms to check if your question or issue has already been resolved.

Avoid Over-Promoting and Paid Applications

The KoboToolbox Community Forum is a collaborative space dedicated to peer support and open source knowledge sharing.

  • No commercial promotion: Do not over-promote external tools, commercial platforms, or private websites.

  • No paid applications or services: Advertising paid applications, paid consulting services, or commercial offers is strictly prohibited.

  • Keep contributions authentic: Focus on open source practices, practical advice, and technical support without sales pitches or self-promotion.

Improve the Discussion

Help us build a high-quality resource by contributing thoughtfully to every conversation:

  • Add value: Ensure your contributions advance the conversation. If you are unsure whether a post adds value, take time to refine your thoughts before publishing.

  • Engage with existing topics: Browse active topics before starting a new one to connect with users discussing similar interests.

  • Use community features: Use the Like button to acknowledge helpful answers instead of posting short, one-word replies.

Be respectfull and Civil

Maintaining mutual respect and professionalism across all interactions is essential:

  • Criticize ideas, not people: Disagree respectfully by presenting reasoned counter-arguments rather than personal attacks, name-calling, or reacting solely to tone.

  • Keep content clean and civil: Do not post offensive, abusive, sexually explicit, or hateful content.

  • Respect community members: Refrain from harassment, griefing, impersonation, or publishing private details of others.

Protect Sensitive Data

Data security and privacy are critical, especially for nonprofit, humanitarian, and research organizations working in challenging environments:

  • Never share credentials: Do not share account passwords, API keys, or access tokens anywhere on the forum, including in private messages.

  • Remove personal data: Exclude names, phone numbers, identity numbers, and sensitive location data from attachments, screenshots, and posted code.

  • Use dummy data: When asking for assistance with form troubleshooting or data analysis, replace actual datasets with anonymized or mock values.

  • For more clarity, here is a working definition of sensitive data from OCHA and the Centre for Humanitarian Data [OCHA Data Responsibility Guidelines 2025]

Sensitive data: Data that, if disclosed or accessed without proper authorization, is likely to cause:

  • harm (such as sanctions, discrimination) to any person, including the source of the information or other identifiable persons or groups, or;
  • a negative impact on an organization’s capacity to carry out its activities or on public perceptions of that organization.

Sensitive data includes personal data as well as non‑personal data in a sensitive context. Non‑personal data in a sensitive context is information, in any form, that, while not relating to an identified or identifiable natural person, may, by reason of its sensitive context, put certain individuals and groups at risk of harm, including vulnerable or marginalized individuals and groups of individuals, such as children. The same types of data may have different levels of sensitivity in different contexts and sensitivity may change over time.

Some types of data are categorically considered sensitive include:
• Personal data (e.g. name, phone number, national identity number, date of birth)
• Disaggregated (household‑level) assessment data
• Unprocessed individual survey results (microdata)

Keep Content Organized

Help maintain an orderly forum so community members can easily find answers:

  • Post in the correct category: Choose the most relevant category for your topic.

  • Avoid cross-posting: Do not duplicate posts across multiple categories or existing topics.

  • Stay on topic: Avoid altering the topic direction midstream. Use a linked topic if you wish to start a different discussion.

  • Omit signatures: Do not attach manual signatures, as user profile information is automatically attached to each post.

Intellectual Property and Moderation

  • Share authorized content only: Only upload digital content, software, images, or media that you have explicit permission to share.

  • Flag issues: If you encounter inappropriate behavior, spam, or privacy risks, use the flag tool to notify community moderators rather than replying.

  • Terms of Service: All forum participation is governed by the KoboToolbox Terms of Service.

  • AI-generated content: Do not share resources that have been generated using AI without comprehensive human review. If AI tools were used, this should be clearly disclosed (e.g., ā€œThe examples in this resource were generated using ChatGPT and fully human-verifiedā€).

Powered by You

This site is operated by your friendly local staff and you, the community. If you have any further questions about how things should work here, open a new topic in the site feedback category and let’s discuss! If there’s a critical or urgent issue that can’t be handled by a meta topic or flag, contact us via the staff page.

Terms of Service

Yes, legalese is boring, but we must protect ourselves – and by extension, you and your data – against unfriendly folks. We have a Terms of Service describing your (and our) behavior and rights related to content, privacy, and laws. To use this service, you must agree to abide by our TOS.

Summary

Category Key Standard Required Action
Preparation Validate forms & search existing resources Run XLSForm Online Validator and search Help Center/Forum before posting.
Promotion No over‑promotion or paid applications Keep content non‑commercial and focused on open‑source peer support.
Civility Respectful interaction Criticize ideas, not people; avoid personal attacks or hate speech.
Moderation AI‑generated content Do not share AI‑generated resources without comprehensive human review.
Privacy Protect sensitive data Never share passwords or personal details; use dummy datasets when requesting help.

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2 Likes

How? There does not appear to be the ā€˜flag’ button enabled for regular users (which I’ve seen in other Discourse forums. Perhaps it needs to be turned on in settings?)

Specifically, this posting should probably be removed as spam.

Hi system,
Kindly informed me how the flag button enabled for regular users.

The ability to flag postings is enabled upon acquiring the ā€œBasicā€ user flag:

This badge is granted when you reach trust level 1. Thanks for sticking around and reading a few topics to learn what our community is about. New user restrictions have been lifted; you’ve been granted all essential community abilities, such as personal messaging, flagging, wiki editing, and the ability to post multiple images and links.

Dear Core Team, (@system, @Kal_Lam, @stephanealoo),
May we, please, propose to add the suggestion to users in this guideline :

  • Check your form with XLSForm Online Validator
  • Read/search the documentation and tutorials
  • Search the forum, e.g. try to find previous discussion with the search function
    BEFORE posting.
    Kind regards