How to enable offline dataset publishing

Advanced offline feature
This is an advanced offline feature. Advanced offline features are not part of a standard subscription. Get in touch to activate advanced offline functionality.

Using SurveyCTO advanced offline features, any workflow that relies on server dataset publishing can work fully offline in SurveyCTO Collect.

Requirements

  • SurveyCTO server 2.80+
  • SurveyCTO Collect 2.80+
  • Advanced offline features activated for your subscription

These steps repeat the actions that were taken in the video above.

Instructions

  1. Log into your SurveyCTO server console.
  2. In the Design tab, scroll to the server dataset you would like to use offline.
  3. Click Settings.
  4. Under Unique ID field:, select the unique identifier column.
  5. Turn on Allow offline updates.
  6. Click Save.

FAQs

Why can’t I enable the option Allow offline updates in my server console?

The Allow offline updates setting might be blocked in your server console if you haven’t activated SurveyCTO advanced offline features. Advanced offline features are not part of a standard subscription. Get in touch to activate advanced offline functionality!

What is a server dataset?

A server dataset is a repository of data on your SurveyCTO server, which is stored in a table, just like a CSV or spreadsheet, so it has rows and columns. See here how to create your server dataset.

How can I configure publishing form data to a server dataset?

To connect a form to your server dataset so that new submissions update your server dataset data automatically, in real-time, go to the Design tab of your server console, scroll to your server dataset and click Publish into. Then, configure the field mapping, i.e., which form fields should publish to which server dataset columns. For more information, take a look at our Guide to dataset publishing.

Further Reading

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