Capture Data

Build forms and analyze the user submissions in the admin panel in the Open as App web portal. Creating mobile surveys based on Excel has never been easier.

Users can submit values from Input/Output to the app's protocol.

The admin of the app sees all transmitted values in the app's protocol. Submitted data can also be processed into any other system using webhooks.

Note

If you want to submit values directly into Excel, use editable tables (Article is revised).


In this article


Video tutorial about creating form apps based on spreadsheets

 

---Video is revised--- 


Capture data based on your spreadsheet

  1. Create an App
  2. Create an Upload Button (Action Button)

Everything is ready now, and your app is waiting to be shared and used with other people. Submitted data can be viewed in the protocol as described in  View and download the collected data.


Capture images in the app and save them in the protocol

You can capture images in the app or select images from your device and upload them to the server when submitting the survey. The images are stored in the Microsoft Azure West Europe Cloud of Open as App. The link to the image is stored in the data log of the survey app. Please note that the image files are not inserted into the source file so that they do not appear in the PDF printout etc.

To capture an image, you need a corresponding input element in your app. Add this element from the selection list on top of the preview:

Then define the address - i.e. a cell from the data source with which this element communicates.

This gives you a photo upload element in your app. This element is not yet displayed in the preview and is not supported by the Web Client. Always check the changes on your smartphone. The photo upload element will look like this:

capture-image-app-3.png

When uploading the data from the app, the image file is saved online and the link to this file is saved in the log.

Heads up

The created image will not be inserted into the Excel cell.

If you create an app based on this protocol as described in the section "Create an app based on the collected data", you can see the images there directly. Make sure that the column type of the column in which the links to the images are located is defined as "image".


View and download the collected data

You can see the data users have uploaded in your app in the change protocol.

To view the change protocol, proceed as follows:

  1. Open the app in the web portal.
  2. Go to "Manage Data".
  3. Select "Show change protocol".

The change protocol can also be downloaded as a complete excel file and handled further. You can import this file into one of your systems, for example.

  1. Open the app in the web portal.
  2. Go to "Manage Data".
  3. Select "Show change protocol".
  4. Download change protocol as a .xlsx file.

 


Create an app based on the collected data

In the previous section, you learned how to download the server-side log as a .xlsx file. Each time you click the download button, you will be redirected to a URL where the file is generated on-demand.

You can use this URL as a data source for creating your evaluation app! Every time you check the evaluation app for updates, a new copy of the log is loaded into your app. List Analysis Charts (if activated in your app) will be updated as well.

Valuation survey app

To create an app based on this data, proceed as follows:

  1. Open the app in the web portal.
  2. Go to "Manage Data".
  3. Select "Show change protocol".
  4. Click the "Create an app based on this data" button to start the app creation process with the server-side log.

Note

This data can only be viewed through a table (Article is revised) and customized within the table's capabilities.

Editing/changing data is not possible .


Connect your app to external services and processes by using webhooks

Instead of uploading those information to the Open as App log, you can connect external web services and let the app send the submitted data to this source. From there you can trigger any process you like and automate your workflows by connecting various tools, steps and processes.

  1. App Settings
  2. Webhooks
  3. Put your server url

To get the Server URL / Webhook and process the collected data using Open as App, you can use tools and Platforms like integromat.com or Power Automate. Of course, you can also write your web service within your infrastructure.

Note

It will take a few hours to get into this if you're starting… Also, learning how the flows work, etc., will take some time, but we think this can get powerful in process and workflow automation.

Connecting Open as App with Make (Integromat)

To get a webhook address, use the “Webhook”-Element in Integromat. Copy the address from there and paste it into the webhook input field of your app as described above. That’s it.

oaa-survey-webservice-integromat.png

Connecting Open as App with Microsoft Power Automate

Connecting your Open as App with Microsoft Power Automate is slightly more complex than Integromat, but we are looking for possibilities for how this can be improved.

For now, please follow the steps below to process data collected using your app within the Power Automate environment.

  1. Start from a blank with an automated flow
    blobid0.jpg
  2. Close the popup to get to the design area > skip
    blobid1.jpg
  3. Chose the Request - "When an HTTP request is received" trigger from the list of built-in triggers
    blobid2.jpg
  4. Click the "Use sample payload to generate schema" link
    blobid3.jpg
  5. Paste an example payload from your app (Advanced > Connect to Webservice).
  6. Select webhook type (1) - PowerAutomate
  7. Get the example payload (2) from Open as App and paste it to the sample payload in Power Automate.
    mceclip0.png
  8. After creating the flow in Power Automate, copy the automatically generated URL.
    mceclip6.png

    and paste it into the Server-URL field in your app:


Note

Power Automate needs at least one Action after the Request trigger for the flow to be saved and the URL to be generated.