Linking two forms

[stevensi333]

Hi everyone,

I am working on a project in KoboToolbox and need help linking two forms so that one can query data from the other in real-time. I know that it is possible to use a static CSV file with the pulldata() function, but this does not meet my needs as the source form is updated constantly and I do not want to upload a new CSV file each time there is an update.

My specific requirements are:

1. Source Form:

• Contains data that is regularly updated.
• This data needs to be queried by another form.

2. Destination Form:

• Needs to access data from the source form in real-time to auto-fill certain questions.

What I have tried so far:

• Using pulldata() with a CSV file, but this requires manually uploading the file each time there is an update in the source form, which is not practical for my case.

Questions:

1. Is it possible to link forms in KoboToolbox so that one can query data from the other directly without having to upload a CSV?
2. Is there any native functionality in KoboToolbox that allows this?
3. If it is not natively possible, is there any recommended solution or method to achieve this by using the KoboToolbox API or any other approach?

I appreciate any guidance or experiences you can share on how to address this issue.

Thanks in advance.

[Kal_Lam]

Welcome to the community, @stevensi333! You could do this by using our dynamic data attachment feature as outlined in this support article:

New Support Article: Dynamic Data Attachments [Case Management]

Dear All, We are glad to inform you that with the recent release of new feature Dynamic Data Attachments (Case management) in KoBoToolbox, we have added a new support article Dynamic Data Attachments to our support page. [image] Please visit our Help Center Page to learn more about other support articles. [image]