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.. spelling::

  ap
  ar
  bp
  datetime
  dir
  fave
  gndr
  mngr
  timestamp

Form Logic

:doc:`collect-intro` supports a wide range of dynamic form behavior. This document covers how to specify this behavior in your XLSForm definition.

.. seealso:: `XLSForm`_

Form logic building blocks

Variables

Variables reference the value of previously answered questions. To use a variable, put the question's :th:`name` in curly brackets preceded by a dollar sign:

:tc:`${question-name}`

Variables can be used in :th:`label`, :th:`hint`, and :th:`repeat_count` columns, as well as any column that accepts an :ref:`expression <expressions>`.

A text widget in Collect. The question is "What is your name?" The entry field has the value "Adam".

A note widget in Collect. The text is "Hello, Adam."

XLSForm

survey
type name label
text your_name What is your name?
note hello_name Hello, ${your_name}.

Expressions

An :dfn:`expression`, sometimes called a formula, is evaluated dynamically as a form is filled out. It can include XPath functions, operators, :ref:`values from previous responses <variables>`, and (in some cases) :ref:`the value of the current response <constraints>`.

Example expressions

:tc:`${bill_amount} * 0.18`
Multiplies the previous value :tc:`bill_amount` by 18%, to calculate a suitable tip.
:tc:`concat(${first_name}, ' ', ${last_name})`
Concatenates two previous responses with a space between them into a single string.
:tc:`${age} >= 18`
Evaluates to True or False, depending on the value of :tc:`age`.
:tc:`round(${bill_amount} * ${tip_percent} * 0.01, 2)`
Calculates a tip amount based on two previously entered values, and then rounds the result to two decimal places.

Expressions are used in:

Calculations

To evaluate complex expressions, use a :tc:`calculate` row. Put the expression to be evaluated in the :th:`calculation` column. Then, you can :ref:`refer to the calculated value <variables>` using the calculate row's :th:`name`.

Expressions cannot be used in :th:`label` and :th:`hint` columns, so if you want to display calculated values to the user, you must first use a :tc:`calculate` row and then a variable.

The decimal widget in Collect. The question label is "Bill amount". The entered value is "55.88".

A note widget in Collect the text is: "Bill: 55.88; Tip: 10.06; Total: 65.95"

XLSForm

survey
type name label calculation
decimal bill_amount Bill amount:  
calculate tip_18   round((${bill_amount} * 0.18),2)
calculate tip_18_total   ${bill_amount} + ${tip_18}
note tip_18_note
Bill: $${bill_amount}
Tip (18%): $${tip_18}
Total: $${tip_18_total}
 

Form logic gotchas

When expressions are evaluated

Every expression is constantly re-evaluated as an enumerator progresses through a form. This is an important mental model to have and can explain sometimes unexpected behavior. More specifically, expressions are re-evaluated when:

  • a form is opened
  • the value of any question in the form changes
  • a repeat group is added or deleted
  • a form is saved or finalized

A common misconception is that expressions are only evaluated when a question that uses it is reached. This faulty mental model leads form designers to include functions such as :func:`random` or :func:`now` and to expect them to be evaluated exactly once. In fact, they will be re-evaluated over and over again until the form is finalized for the last time. For example, the following calculate will keep track of the last time the form was saved:

survey
type name label calculation
calculate datetime_last_saved   now()

The :func:`once` function prevents multiple evaluation by only evaluating the expression passed into it if the node has no value. That means the expression will be evaluated once either on form open or when any values the expression depends on are set.

Every call on :func:`now` in the form will have the same value unless the :func:`once` function is used. For example, the following calculate will keep track of the first time the form was opened:

survey
type name label calculation
calculate datetime_first_opened   once(now())

The following calculate will keep track of the first time the enumerator set a value for the :th:`age` question:

survey
type name label calculation
integer age What is your age?  
calculate age_timestamp   if(age = '', '', once(now()))
Empty values in math

Unanswered :ref:`number questions <number-widgets>` are nil. That is, they have no value. When a :ref:`variable <variables>` referencing an empty value is used in a math :ref:`operator <math-operators>` or :ref:`function <math-functions>`, it is treated as Not a Number (NaN). The empty value will not be converted to zero. The result of a calculation including NaN will also be NaN, which may not be the behavior you want or expect.

To convert empty values to zero, use either the :func:`coalesce` function or the :func:`if` function.

coalesce(${potentially_empty_value}, 0)
if(${potentially_empty_value}="", 0, ${potentially_empty_value})

Requiring responses

By default, users are able to skip questions in a form. To make a question required, put :tc:`yes` in the :th:`required` column.

Required questions are marked with a small asterisk to the left of the question label. You can optionally include a :th:`required_message` which will be displayed to the user who tries to advance the form without answering the question.

XLSForm

survey
type name label required required_message
text name What is your name? yes Please answer the question.

Setting default responses

To provide a default response to a question, put the response value in the :th:`default` column.

Default values must be static values, not expressions or variables.

Note

The content of the :th:`default` row in a question is taken literally as the default value. Quotes should not be used to wrap string values, unless you actually want those quote marks to appear in the default response value.

XLSForm

survey
type name label default
select_one contacts contact_method How should we contact you? phone_call
choices
list_name name label
contacts phone_call Phone call
contacts text_message Text message
contacts email Email

Tip

You may want to use a previously entered value as a default, but the :th:`default` column does not accept dynamic values.

To work around this, use the :th:`calculation` column instead, and wrap your default value expression in a :func:`once` function.

XLSForm

survey
type name label calculation
text name Child's name  
integer current_age Child's age  
select_one gndr gender Gender  
integer malaria_age Age at malaria diagnosis once(${current_age})

This solution has some limitations, though.

  • The value of the calculated default will get set to the first value that the earlier question receives, even if it is changed before viewing the later question.

    Example: In the above form, if you enter 8 on :tc:`current_age`, then advance to gender, then back up and change :tc:`current_age` to 10, when you get to :tc:`malaria_age`, the default value will be 8.

  • If the first earlier question has a value, the dependent question will also have a value --- :func:`once` will evaluate anytime the question's value is blank.

    Example: In the above form, if you enter 8 on :tc:`current_age` and then delete the value 8 when you get to :tc:`malaria_age` (intending to leave it blank) the 8 value will come back as the answer when you advance. (In this case, using a blank value to indicate "child does not have malaria" would fail.)

Validating and restricting responses

To validate or restrict response values, use the :th:`constraint` column. The :th:`constraint` expression will be evaluated when the user advances to the next screen. If the expression evaluates to True, the form advances as usual. If False, the form does not advance and the :th:`constraint_message` is displayed.

The entered value of the response is represented in the expression with a single dot (.).

Constraint expressions often use comparison operators and :doc:`regular expressions <form-regex>`. For example:

:tc:`. >= 18`
True if response is greater than or equal to 18.
:tc:`. < 20 and . > 200`
True if the response is between 20 and 200.
:tc:`regex(.,'\p{L}+')`
True if the response only contains letters, without spaces, separators, or numbers.
:tc:`not(contains(., 'prohibited'))`
True if the substring prohibited does not appear in the response.

Note

Constraints are not evaluated if the response is left blank. To restrict empty responses, :ref:`make the question required <requiring-responses>`.

.. seealso:: :doc:`form-regex`

Read-only questions

To completely restrict user-entry, use the :th:`read_only` column with a value of :tc:`yes`. This is usually combined with a :ref:`default response <default-responses>`, which is often :ref:`calculated <calculations>` based on :ref:`previous responses <variables>`.

XLSForm

survey
type name label read_only default calculation
decimal salary_income Income from salary      
decimal self_income Income from self-employment      
decimal other_income Other income      
calculate income_sum       ${salary_income} + ${self_income} + ${other_income}
decimal total_income Total income yes ${income_sum}  

Conditionally showing questions

The :th:`relevant` column can be used to show or hide questions and groups of questions based on previous responses.

If the expression in the :th:`relevant` column evaluates to True, the question or group is shown. If False, the question is skipped.

Often, comparison operators are used in relevance expressions. For example:

:tc:`${age} <= 5`
True if :tc:`age` is five or less.
:tc:`${has_children} = 'yes'`
True if the answer to :tc:`has_children` was yes.

Relevance expressions can also use :ref:`functions <form-functions>`. For example:

:tc:`selected(${allergies}, 'peanut')`
True if peanut was selected in the :ref:`multi-select-widget` named :tc:`allergies`.
:tc:`contains(${haystack}, 'needle')`
True if the exact string needle is contained anywhere inside the response to :tc:`haystack`.
:tc:`count-selected(${toppings}) > 5`
True if more than five options were selected in the :ref:`multi-select-widget` named :tc:`toppings`.

Simple example

.. video:: /vid/form-logic/conditional-simple.mp4
  :loop: true

XLSForm

survey
type name label relevant
select_one yes_no watch_sports Do you watch sports?  
text favorite_team What is your favorite team? ${watch_sports} = 'yes'
choices
list_name name label
yes_no yes Yes
yes_no no No

Complex example

Warning

Calculations are evaluated regardless of their relevance.

For example, if you have a :tc:`calculate` widget that adds together two previous responses, you cannot use :th:`relevant` to skip in the case of missing values. (Missing values will cause an error.)

Instead, use the if() function to check for the existence of a value, and put your calculation inside the then argument.

For example, when adding together fields a and b:

if(${a} != '' and ${b} != '', ${a} + ${b}, '')

In context:

type name label calculation
integer a a =  
integer b b =  
calculate a_plus_b   if(${a} != '' and ${b} != '', ${a} + ${b}, '')
note display_sum a + b = ${a_plus_b}  

Repeating questions and groups of questions

Note

Using repetition in a form is very powerful but can also make training and data analysis more time-consuming. Aggregate does not export repeats so Briefcase or one of the data publishers will be needed to :doc:`transfer data from Aggregate <aggregate-data-access>`. Repeats will be in their own documents and will need to be joined with their parent records for analysis.

Before adding repeats to your form, consider other options:

  • if the number of repetitions is small and known ahead of time, consider "unrolling" the repeat by copying the same questions several times.
  • if the number of repetitions is large and includes many questions, consider building a separate form that enumerators fill out multiple times and link the forms with some parent key (e.g., a household ID).

If repeats are needed, consider adding some summary calculations at the end so that analysis will not require joining the repeats with their parent records. For example, if you are gathering household information and would like to compute the total number of households visited across all enumerators, add a calculation after the repeats that counts the repetitions in each submission.

To repeat questions or groups of questions use the :tc:`begin_repeat...end_repeat` syntax.

XLSForm (Single question repeat)

survey
type name label
begin_repeat my_repeat_group Repeat group label
text repeated_question This question will be repeated.
end_repeat    

XLSForm (Multi-question repeat)

survey
type name label
begin_repeat my_repeat Repeat group label
note repeated_note These questions will be repeated as an entire group.
text name What is your name?
text quest What is your quest?
text fave_color What is your favorite color?
end_repeat    

Controlling the number of repetitions

User-controlled repeats

By default, the user controls how many times the questions are repeated.

Before each repetition, the user is asked if they want to add another repeat group.

Note

The :th:`label` in the :tc:`begin_repeat` row is shown in the Add New Group? message.

A meaningful label will help enumerators and participants navigate the form as intended.

The Collect app. A modal dialog labeled "Add new group?" with the question: "Add a new 'repeat group label' group?" and options "Do not add" and "Add Group".

The user is given the option to add each iteration.

XLSForm

survey
type name label
begin_repeat repeat_example repeat group label
text repeat_test Question label
end_repeat    

Note

This interaction may be confusing to users the first time they see it. If enumerators know the number of repetitions ahead of time, consider using :ref:`dynamically defined repeats <dynamically-defined-repeats>`.

Statically defined repeats

Use the :th:`repeat_count` column to define the number of times a group will repeat.

XLSForm

survey
type name label repeat_count
begin_repeat my_repeat Repeat group label 3
note repeated_note These questions will be repeated as an entire group.  
text name What is your name?  
text quest What is your quest?  
text fave_color What is your favorite color?  
end_repeat      
Dynamically defined repeats

The :th:`repeat_count` column can reference :ref:`previous responses <variables>` and :ref:`calculations <calculations>`.

XLSForm

survey
type name label repeat_count
integer number_of_children How many children do you have?  
begin_repeat child_questions Questions about child ${number_of_children}
text child_name Child's name  
integer child_age Child's age  
end_repeat      
.. seealso:: :doc:`form-repeats`

Filtering options in select questions

To limit the options in a select question based on the answer to a previous question, use a :th:`choice_filter` row in the survey sheet, and filter key columns in the choices sheet.

For example, you might ask the user to select a state first, and then only display cities within that state. This is called a cascading select, and can be extended to any depth. This example form shows a three-tiered cascade: state, county, city.

.. video:: /vid/form-logic/cascade-select.mp4

XLSForm

survey
type name label choice_filter
select_one job_categories job_category Job category  
select_one job_titles job_title Job title job_category=${job_category}
choices
list_name name label job_category
job_categories finance Finance  
job_categories hr Human Resources  
job_categories admin Administration/Office  
job_categories marketing Marketing  
job_titles ar Accounts Receivable finance
job_titles ap Account Payable finance
job_titles bk Bookkeeping finance
job_titles pay Payroll finance
job_titles recruiting Recruiting hr
job_titles training Training hr
job_titles retention Retention hr
job_titles asst Office Assistant admin
job_titles mngr Office Manager admin
job_titles scheduler Scheduler admin
job_titles reception Receptionist admin
job_titles creative_dir Creative Director marketing
job_titles print_design Print Designer marketing
job_titles ad_buyer Ad Buyer marketing
job_titles copywriter Copywriter marketing