DevResults integrates fully with SurveyCTO, a mobile data collection tool. Surveys in SurveyCTO can be imported to DevResults as a data table. In this article:
- Create a data table and import SurveyCTO data
- Refresh an existing table with SurveyCTO data
- Edit information in a SurveyCTO-linked DevResults data table
Note: To enable the SurveyCTO integration, a site owner must go to Administration > Settings and enable SurveyCTO integration from the list of available features.
Create data table
From any page on DevResults, go to Data > In Data Tables. (You can also find the same page under Program Info > Data Tables.)
Click (+) New Data Table, name the table, and select Import from SurveyCTO. Then click Next.
You will now be prompted to enter information on the SurveyCTO form you would like to connect to.
You will need to enter the server name (this is the prefix to your SurveyCTO URL as shown in the example below), the Form ID (the name of the SurveyCTO form you want to link to), as well as your SurveyCTO email and password. If you're unsure about any of these fields, please refer to SurveyCTO's documentation and then reach out to us at email@example.com.
Once you've entered this information, click Next.
You can now configure the titles and types of columns you want to import, de-select fields you don't want to import, and choose to either create the table and import data or create the table without importing data.
Click (+) Create Data Table to complete the import process.
Refresh existing table
When new information has been collected on SurveyCTO, you can refresh the data table by clicking on the right-hand gear icon and clicking "Import from SurveyCTO."
DevResults does not store external passwords, so you will be prompted to enter your SurveyCTO password once again.
You will then be asked to review the new and updated rows of information before you can complete the import. Click Import data once you've reviewed the new information.
Edit information in a SurveyCTO-linked DevResults data table
You may add/import, edit, or delete data in a SurveyCTO-linked data table just as you would any other data table. You may also add, edit, delete, or reorder columns, though any changes you make will not automatically synchronize with SurveyCTO.
Note: Changes made to the data as well as the structure of a SurveyCTO-linked data table will not be replicated or automatically synchronized with the survey or data in SurveyCTO. Instead, you should only make changes in DevResults to reflect changes that you have already enacted in your SurveyCTO server. When adding a new column to a SurveyCTO-linked data table, be sure to list the name of the SurveyCTO field in the External Field column on the DevResults data table design tab.
Each row of SurveyCTO data in DevResults is associated with both a DevResults KeyValue and a SurveyCTO ExternalKeyValue. This ExternalKeyValue will let you identify the same row of data in DevResults and SurveyCTO.
You can look up specific rows in SurveyCTO by clicking on the Monitor tab, and selecting "Look up by key" for your form.
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