Using web forms
You can use SurveyCTO to collect data online via the web. Any modern web browser can be used to fill out forms, and it is up to you whether you require users to login before being allowed to fill out forms. Though an Internet connection is required to fill out forms, the server saves a temporary copy of each form as it is being filled out; users who lose their connections, reboot, or otherwise experience difficulties mid-form can resume filling out their forms by using the same web browser. Whenever they return, SurveyCTO will offer to resume where they left off.
By default, web data collection is disabled – so you can only collect data using SurveyCTO Collect on a mobile device. To enable it, go to the Collect tab, scroll down to the section titled Web data collection, and click the toggle button to the ON position. Whenever that section is enabled, users will be able to go to a URL like this one to find and fill out forms (where the "servername" is your SurveyCTO server name):
Also by default, all of your forms will require users to login with an account authorized to collect data. In other words, no "anonymous" access will be allowed. From the Configure tab of your SurveyCTO server console, you can manage the list of authorized logins by scrolling down to the Your users section.
Or, to allow anonymous (not-logged-in) users to fill out one of your forms, scroll to the Web data collection section of the Collect tab, select a form from the list, click Settings, and check Allow anonymous access. Once you save that setting, users will no longer be required to login in order to fill out that form. (But be careful: this means that anybody can submit data!)
In the Web data collection settings for a given form, you can also control the "appearance" of that form. The default setting will size the form appropriately based on the size of the user's browser window. Alternatively, you can choose another appearance that makes the form itself smaller or wider. You might do this if you had designed your form for a small phone or tablet screen and wanted the web user interface to more closely approximate the dimensions of the phone or tablet. Since you can have users filling out forms on both mobile devices and the web, you might want them to have similar experiences.
From the list of forms in the Web data collection section, you can also click Fill out to start filling out any of your forms, or click Share to retrieve a sharable link to the form itself. Users can login to https://servername.surveycto.com/collect to get a list of forms that they have permission to fill out, or they can click a link that you share with them to navigate directly to the form.
For users filling out forms anonymously, the interface is very simple: they just fill out and submit the form, and there are very few options available to them. Primarily, they can use a Change language option (see the topic on translating web forms for more details), and they can Start over if they so desire.
Logged-in users have more options while filling out forms. For example, they can change the "appearance" of the form, overriding the default set in the form's Web data collection settings. And, importantly, they can access the web version of the SurveyCTO Collect main menu, which closely resembles the menu of options available to mobile users using the SurveyCTO Collect app. Users can Fill Blank Form, Edit Saved Form, and Delete Saved Form – and, if case management is enabled for your server, Manage Cases.
Logged-in users can save a partially-filled form and later finish it by returning to Edit Saved Form. But be careful: the list of saved forms under Edit Saved Form and Delete Saved Form is shared by everybody sharing a single login. If several people share the same login credentials, they will all see each other's saved forms. It is better to create separate user accounts for separate people so that they do not get confused by others' saved forms or have access to others' responses.