Well we Just got the August release out on the last day of the month, that was lucky. Mostly this release is about the console and has already been covered in the post https://blog.smap.com.au/a-console-for-case-management-release-1908/. However there is some additional functionality that I should describe:
Setting a Theme for Your Organisation
If you are an “Administrator” when you to to the user management page you will see a tab called “Appearance”. If you select that you can set the color of the menu bars and the logo that you see on the home page. In order to enable your new theme you will need to also check the checkbox labelled: “Set as Theme”
Oversight Forms have been Retired
Instead of having to create an oversight form using special syntax you can now group any other standard form with your primary form. There are some features of oversight forms that were not in the normal XLSForms that you use for data collection. Including Server Side Calculations and setting the background color of answers to questions. These have now been added to XLSForms (See Below)
Server Side Calculations
You can use a new question type “server_calculate”. Put the calculation in the “server_calculation” column.
Expressions are the same as for the advanced filter. https://sg.smap.com.au/sqlFilterHelp.html However as here we are creating new value and not filtering there is no equals sign. For example the following will show a date 7 days on from the time editing started on the survey:
- ${_start} + {7_days}
These server calculations are evaluated at run time so if you change your calculation and replace the form then the server calculation will be updated for all the data you have already collected.
A new capability not available in the advanced filter is the if() function. Here your server_calculation will simply be:
- if()
Then you specify the conditions in a new “conditions” work sheet. In the example below the value of the calcy question will be set to ‘Not neil again!’ if the value in the name question is ‘neil’. Note that there is a set of conditions for each server calculate question that has its calculation set to if(). Hence you put the question name in the first column.
There is only limited support in the online editor for server calculations. Specifically conditions are not supported.
Color Highlighting in the Console
You can use a new “styles” worksheet in the XLSForm editor to specify colors for cells in the console table that are dependent on the value of the data. The following example shows an example of a style list.
Note for styles we do use the list_name approach. Hence you can have a single set of styles that color multiple questions. Specify the name of the style list name in a new column “style list” in the survey work sheet.
