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FormShare Core Features

Features available for all Core and Enterprise plans

Survey

Case management

Data management

Real-time Business Intelligence and Statistical Analysis

ODK-Compatible Forms

You don’t need to replace your existing data-collection tools. FormShare works with standard ODK-compatible clients, including ODK Collect, KoboCollect, and Enketo, allowing you to continue using the mobile and web tools you already trust.

Logic and calculations

Create surveys with complex skip logic and calculation functions.

Multiple languages

Create surveys in multiple languages and switch between them on the mobile device.

Multimedia

Capture photos, signatures, videos, and sounds.

Fixed and dynamic lookup tables

Upload and use external data in your surveys, or pull data from other projects and forms into your survey.

Form testing stage

Test your form without affecting your usage.

Manage form versions

It is common to update a form once your team is collecting data. Make modifications to your forms without risking data loss.

Brand your survey

Use your logos to reflect your organization’s identity when collecting data.

Web Forms

Deploy your forms on the web and access them using any internet browser.

Public and private forms

Create surveys for the public or for use only by those in charge of collecting data.

Submission deduplication

Manage duplicated submissions using side-by-side data comparison tools.

Case Features
Survey Features

Offline Case Management

Collect cases and perform follow-ups in remote places with no internet connectivity.

Case sharing and filtering

Decide which field agents have access to which cases for them to follow up.

Child cases

Any survey can generate cases. This is helpful when tracking different elements at the same time, for example, registering households with children and then following up on each child.

Case deduplication

Manage duplicated cases using side-by-side data comparison tools.

Case cleaning

FormShare does not separate form submissions from case data. If a form creates cases, modifications on a submission will be reflected in the case data pulled by follow-up forms.

Data management

SQL repository

FormShare stores your submissions in tabular tables. This:

  • Blocks duplicates and inconsistencies

  • Help you clean can compare data

  • Allows you to easily query and summarize your data 

Easy to use in-App data cleaning tool

Data is visually loaded into tables that you can easily filter, sort, and clean.

Use your tools for data cleaning

Use the tools that you are familiar with to clean data. For example:

  • Link your data with Excel and auto-sync data changes.

  • Load your data into Stata, SPSS, or R, and push the changes.

Chage data capture (CDC)

FormShare tracks row-level data changes (inserts, updates, deletes) on submissions, allowing you to process only new or modified data incrementally, making it ideal for data synchronization with platforms such as Snowflake, Databricks, or MS Fabric.

Data dictionay

Edit field descriptions, mark fields as PII, set units, and context. FormShare will use this information to create data products that AI models can understand and use for Business Intelligence. 

Exports

Export case and submission data to Excel, STATA, CSV, and JSON. 

User management

Role-based user access

Allow users to perform specific roles, like creating projects or uploading surveys.

Role-based collaboration

Collaborate with others within a project with clear roles for each member.

Frontline worker groups

Create groups of frontline users with clear roles for each group.

Demo Frontline Workers

Train frontline users without syncing their submissions.

Bulk upload of Frontline Workers

Load frontline users from an Excel sheet.

Workspaces (locations / organizations)

Organize projects and frontline workers by location or organization.

Apache Superset

Directly connect Superset with your submissions and execute server-side queries to power graphs and dashboards.

Power BI, Tableau and Excel

Stream your submissions to Power BI, Tableau, and Excel, and create graphs and dashboards that update in real time.

R, Stata and SPSS

Connect R, Stata, and SPSS to your submissions and execute server-side queries that drive statistical analysis.

Data Science

Load your submissions from data computing platforms like Jupyter Notebooks to power AI and machine learning models.

BI

GIS and spatial analytics

Submission map

See the geographic location of each submission, regardless of whether you have just a few thousand submissions or millions.

Map overlays

Add, classify, and show GIS layers along with your submissions for strategic decision-making.

Spatial analytics

Create graphs and dashboards that combine spatial and submission data.

GIS

Integrations

Zapier and OpenFN

Integrate your data collection workflow with project management tools, CRMs, and ERPs for better organizational oversight.

OData Feed

Pull submission data in real-time from OData clients like Excel, Power BI, or Tableau. 

Secure API access

Developers and third-party applications can interact with FormShare through the API.

Security & Compliance

Integrations
Security

Fully encrypted data workflow

Mobile devices transfer data to FormShare over HTTPS encryption. Data is encrypted at rest and during transport.

Standard GDPR DPA

FormShare provides a standard GDPR-compliant Data Processing Agreement (DPA) that applies when we process personal data on behalf of a customer acting as data controller.

HIPAA Compliance

FormShare offers field de-identification and encryption. Note: FormShare may be used to collect and manage health-related data, but it should not be used to process Protected Health Information (PHI) unless a separate, written Business Associate Agreement (BAA) is executed with QLands Inc.

Data De-Identification and PII

The data dictionary lets you mark sensitive fields and block them from data exports. Additionally, you can mark fields as encrypted, and they will not be accessible outside FormShare.

Two-Factor Authentication

This provides an additional layer of security when logging into FormShare.

Strong password for frontline workers

You can enable strong password for frontline workers to add an extra layer of security during data collection.

User management

ODK, ODK Collect, KoboCollect, Enketo, Superset, Power BI, MS Excel, STATA, R, Tableau, OData, and SPSS are trademarks of their respective owners.
FormShare is not affiliated with, endorsed by, or sponsored by Get ODK Inc., Kobo Inc., or Enketo LLC.

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