FormShare Core Features

Survey design

Build powerful, multilingual forms with the XForms standard your teams already trust. Capture rich media, add logic, and roll out new versions without risking data.

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Survey design

• Skip logic & calculations
• Multiple languages, switchable on device
• Photos, signatures, video & audio capture
• Fixed & dynamic lookup tables
• Web forms, branding, versioning & deduplication

Case management

Track people, households, and entities over time, even fully offline. Follow up on the right cases, branch into child cases, and keep submissions and case data always in sync.

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Case management

• Offline case follow-up in remote areas
• Case sharing & filtering per field agent
• Child cases (e.g. household → each child)
• Case deduplication tools
• Live sync between submissions & cases

Data management

Turn raw submissions into a clean, query-ready SQL repository. Clean data with the tools you already use, and stream changes incrementally to your data warehouse.

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Data management

• Central SQL repository (blocks duplicates)
• In-app filter, sort & clean tools
• Clean via Excel, Stata, SPSS or R
• Change Data Capture for Snowflake / Databricks / Fabric
• Data dictionary with PII flags
• Exports to Excel, STATA, CSV & JSON

User management

Give every teammate and frontline worker exactly the right access, with unlimited users and no per-seat fees. Organize work by team, location, or organization.

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User management

• Role-based access & collaboration
• Frontline worker groups
• Demo / training workers (no synced data)
• Bulk upload of workers from Excel
• Workspaces by location or organization

Business Intelligence

Connect your live data to the analytics tools your analysts already love, from dashboards to statistical analysis to AI, with real-time, server-side queries.

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Business Intelligence

• Apache Superset (server-side queries)
• Power BI, Tableau & Excel in real time
• R, Stata & SPSS analysis
• Data science via Jupyter for AI & ML

GIS & spatial analytics

See and analyze your data on the map at any scale, from a few thousand submissions to millions, and combine spatial layers with your data for strategic decisions.

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GIS & spatial analytics

• Submission map (thousands → millions)
• GIS map overlays, classified
• Spatial + submission analytics dashboards

Integrations

Plug FormShare into the systems that run your organization, CRMs, ERPs, BI clients, and your own apps, so data flows where it's needed automatically.

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Integrations

• Zapier & OpenFN (CRMs, ERPs, PM tools)
• OData feed (Excel, Power BI, Tableau)
• Secure API access for developers

Security & Compliance

Protect sensitive data with encryption, governance, and compliance built in, so you can collect frontline data responsibly and meet your obligations.

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Security & Compliance

• Encryption in transit & at rest
• Standard GDPR DPA
• HIPAA-oriented field de-identification
• PII flagging & field-level encryption
• Two-factor authentication
• Strong passwords for frontline workers