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.

Please visit our Help Center Page to learn more about other support articles.

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Using KoBo for case management (Dynamic Data Attachment)
Using dynamic data attachment to populate choice lists for select_one and select_multiple fields
Pull data from another existing project
Cant get Dynamic Data Attachment
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Forms that have connections to each other cannot be updated
Preventing duplicate entries by respondents
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Unable to attch Parent|Child, need guidance
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How can i link two form with each other like parent and child form
Google sheet to CSV media file
Automatic Sync of one form's output to another questions' answer options
Dynamic Data Attachments - problems when retrieving data form select-multiple options
Schedule Automated Import of CSV into KOBO
Counting or summing the answers from previous saved form in kobocollect
Data check between two forms submissions
Validation criteria cross records
Dynamic data attachments
Starting KOBO form with predefined Value from external source
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Master-detail form
Calculating report
Creating attendance sheets for varying communities/household clusters:
How to uploade a XML file
Pull data from a project form question
I would like to know how to upload data that is used to validate data entered
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Dynamic data attachments post-Sept 1, 2023
Get dynamic data from repeats
Access data from previous records (on my phone working offline)
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Select data from already submitted form into a new entry form
Dynamically Link Two Forms
Unable to load child project to kobo collect
Dynamic Project Linking not working
Dynamic data attachment found very tough
Dynamic Data Attachments - Form linked to itself
2 visits form: I need to continue updating a form. how do I find it?
Form editing is not working (dynamic data attachment)
I cant edit and Download form on humanitarian Server
Collecting Lab Results
Excessive form upload times
Regarding the follow up for the same participant's entry
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Pull data directly from another deployed project not CSV file
How to allow a user to see the previous repsonses on one specific question before answerong the questions of the form?
Patient database?
Can´t select one choice in Enketo web form when the field use Dynamic Data Attachments
"Save Draft" while Editing & Linking Forms
Is there a way to check if the ID number I'm about to submit is already in the database?
Connecting procjects
Is there possibility that sharing some ids to another form database?
Dynamic Attachment(Linking is failing in Enketo App but works in Mobile App)
Linking two forms with another form
How to connect two projects which has deferent owners
Using Dynamic data attachments with calculation
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Dynamic project problem: Child data is not working
Is there any ways to save the data that is submitted direct to csv file that is already in media file?
[Urgent] Facing error for Dynamic Data Attachments on two different form, request for support
Show up all collected geopoin in Kobo map app
Create a counter button
Duplication check with Dynamic data attachment
Dynamic linked form issue - Child form fails to fetch data from different group than identifier variable
Problems when editing a submission
Failed to load
Error opening form in browser
Using ID generated data in a parent survey as options for a mono-selected question in a child survey
Share submitted form as an editable webpage
Hello, how do I link one project to the other?
Import dynamic data file (CSV link) from Sharepoint, Dropbox, Google Sheet, etc
Error in my form and get an error : * Cannot read properties of undefined (reading 'src')
Unable to auto-detect delimiting character; defaulted to
Project connection
Dynamic Data Attachment: Multiple Selects not Updating
Share submitted form as an editable webpage
Unable to see shared project data
Connecting project data
Can KOBO capture QR code and save as unique ID so that we can match several records of one participant?
Show different choices according to username
Preview is functional but not on the app - repeat group
How to name the data in Dynamic Data Attachments problem
Avoid multiple form instances with the same answer value
Queries on the data hosted on the server from web forms
Linking health facility data with patients data collected
I can get the form answered once
How to set a sample for a project and also define a time for enumerators to make submissions?
Dynamic Data attachment parent xml not loading
How to pull Question from parent to child
Dynamic data attachments - retrieve latest submission for given ID
Initial registration and then tracking participation in various projects
Dynamic data - conected two forms
Repeatedly collecting data from same places but at different times
Error with the instance function from one moment to another
DDA Not Linking
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Dynamic data attachement-Age not appearing
How to return select_one label in Connect Project
Issue Linking Forms
Trying use select_one in instance form
Unable to dynamically link forms in Kobotoolbox
Assistance with Dynamic Binding for Simultaneous Data Collection of Longitudinal Data
Parent-child form connections; is it possible to set up two-way data fetching
Problem counting instances
Pre-selection of questions from the last completed form
Unreliable dynamic data attachments
Error with dynamic data attachment using Kobocollect
Avoid Duplicate ID
Linking two forms
Creating a conditional follow-up web form
Define an identifier common to two projects
Unable to fetch data from parent form to child form
Dynamic Data Attachments - instead of displaying linked data, it gives False
Can you help me linking different forms?
Downloading the Beneficiary Name Check (Case Management) form and uploading it to my Kobotool box ID is not working
Unable to Attach Submissions to Child Form and Edit Existing Entries
Problems with Dynamic Data Attachments
Dynamic data attachment not working
Select one from the kobo dataset
Sharing parent project and child project
Using data from a parent project to configure a multiple choice question
Is another way to pull the whole data from the previous project?
Does dynamic attachment return only xml (and not label)
Retrieve information from the database for calculation
Delay in dynamic data collection
Parent and child form data fetching
Since the update of the app the dynamically linked data is not being updated anymore upon reload of the forms
Uploading Submissions from Form A to Form B in Kobotoolbox
An error occurred when trying to open the data entry form

This is a great new feature, way to go team Kobo!

Will it ever be possible to share metadata, like today, from Parent to Child project?

After connecting two projects, if you add new fields to the Parent project that you want to use in the Child project, you have to re-import the Parent project in the Child project settings. Might be worth mentioning in support article, if not there already.

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Thank you for the suggestion @mike.destaubin! We will also include the suggestion in our next version of the article.

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Sure thing @Kal_Lam!

Another thing maybe to mention is that it’s possible for the Parent and Child project to be the same project.

For example, if the Child form is used everyday to survey the same person over the course of two weeks, you can link it to itself to count the number of forms that have been submitted previously for the same person.

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This should also be possible @mike.destaubin! We will also keep this in mind when updating our article.

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Thats really a great work.Also, was requested in the past…Surely u have done a great job…

But can i get xlsforms of parent and child (as shown in screen) to test out…?

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There is a hyperlink in the support article @vicks88 from where you could download the xlsforms as well.

Good luck!

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oh yes,there is…

Thanks@kal_lam

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receiving error when xls uploaded (parent n child)

image

You will need to follow the exact steps as outlined in the support article.

This is so cool for case management!!

May I ask a if this only apply to project in Kobo toolbox is it? We cannot reference from the ODK or google sheet?

Thanks,

Maybe you will need to contact the ODK and Google Sheet team for the same.

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Thank you team, this will be very usefull!

One question. If I take the last example from this support article.
Is it possible to overwrite prefilled (from parent project) information in the child project questionnaire?
In this way, in case of errors submitted in the parent project the enumerators can still correct it in the child project questionnaire?

Thanks!

Sven

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thanks for the mentionning this!

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@Sven1, do you mean you want to load the information from a parent form tot he child form and update them in the child form if there is any updates for the information? If this is what you are looking for, please be informed that IT IS POSSIBLE.

I mean if you load f.e. an address in the child form from the parent project.
Is it possible to overwrite the address in the child form with a new address (let`s say the address has changed).

I read above here that it is possible to dynamically link your project to the same project.
In that case above question means that you can continuously update existing information using the same form. Correct?

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Yes, when you update a child form, the information gets stored in the child project (and not in the parent project).

Yes, this is also possible. We will update the article for this very soon.

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Hello,

I am not sure to understand this reply? Could you be more specific?
It would be extremely usefull to reference from an google sheet.

Sven

Great, Thanks!

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Awesome! Thanks for this update! Looking forward to use this in the future.

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