Table of Contents

How to enable offline dataset publishing

Advanced offline features #

This article discusses Advanced offline features. Upgrade your price plan to include these features or contact our Sales team to discuss an enterprise agreement.

Using SurveyCTO advanced offline features, any workflow that relies on server dataset publishing can work fully offline in SurveyCTO Collect.

Requirements #

SurveyCTO server 2.80+
SurveyCTO Collect 2.80+
Server must be on the Advanced or Enterprise plan to use the Advanced offline features feature and Advanced offline features must be activated.

How to enable offline dataset publishing

Instructions #

These steps repeat the actions that were taken in the video above.

1. Log into your SurveyCTO server console.

In the Design tab, scroll to the server dataset you would like to use offline.
Click Settings.
Under Unique ID field:, select the unique identifier column.
Turn on Allow offline updates.
Click Save.

FAQs #

What is a server dataset?

A server dataset is a repository of data on your SurveyCTO server, which is stored in a table, just like a CSV or spreadsheet, so it has rows and columns. See here how to create your server dataset.

How can I configure publishing form data to a server dataset?

To connect a form to your server dataset so that new submissions update your server dataset data automatically, in real-time, go to the Design tab of your server console, scroll to your server dataset and click Publish into. Then, configure the field mapping, i.e., which form fields should publish to which server dataset columns. For more information, take a look at our Guide to dataset publishing.

How to enable offline dataset publishing

Advanced offline features #

Requirements #

Instructions #

FAQs #

Further Reading #