Once you are done collecting data on your mobile device and synced the data to the server, you may want to edit the records on the web. In addition to viewing/editing records collected on a mobile device, you can also create records completely from the web.

Accessing Record Data in an App

When you first log into your user account on the web app. You will be taken to the homepage

To access the record editor and view, edit, or create records can be done by clicking the records button next to the app that you wish to view the data for.

This will take you to the web app's record editor for that app. The record editor is the main view to see the data that has been collected in an app.

Select The Record You Wish to View

This brings us to the records view. At the top of the screen you can switch the record view to change the record visualization, the three view options are map view, table view, or split view. 

For locating records it can sometimes be easier to use the split view. Switch to the split view. You can also use the various sorting, searching, and filtering options to help locate the record you wish to open.

Once you have located the record you wish to view you can click on the record in the map view or select open or quick view from the record options button to the left of the record in the data table. Note: you can view and share a record by selecting the open option from the record options and then copying the URL for the record.

Once you open the record the record viewer will either open in a popup window within the same page (quick view) or open in a new browser tab allowing you to view the record's contents. 

Editing a Record

From the record viewer, you can quickly edit a record by clicking on the edit button found in the menu bar at the top of the page. From there, you can edit any field, add additional photos, and even change the location of the data point.

Once you have completed editing the record, click the green check icon to save your changes.

Creating a record from the web

In the upper right corner of the record editor you will see a green '+' icon.  

Clicking this will allow you to start the process of creating a new record within that app. Depending on which view you are using the first step after clicking the '+' icon will vary. 

Record Editor Views

There are three main view options for your record data. The map view, the split/hybrid view, and the table view

Note: If you have record location capture disabled, the map and split/hybrid view will be disabled.

Creating Records Using The Map or Split/Hybrid Views 

When you are using the map or split/hybrid view you will see a message at the top of the map saying to "click on the map to set the location" of the record before the editor popup will be displayed allowing you to enter in the record data.

After you have selected the location on the map that you would like to create the record at the popup editor will appear allowing you to enter in the record data.

Creating Records Using The Table View 

When you are using the table view you are not required to click on the map to set the location. Instead, the record popup editor will display right away allowing you to set the location on the map within the popup and fill out the record data right away.

Saving The Record

Just like with editing a record, once you have created a new record, set the location and fill out the fields you can click on the green check mark to save the record to the server.

  

      

  

    

  

  

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