A project is the most basic element of Ona. The project contains all of the forms and data related to the project and information to aid understanding for new collaborators on the project, such as Project description, Category and Location.
Projects are where you set permissions for sharing and form submissions.
Projects allow you to put related forms together. A form is the set of questions into which the user is able to submit data. Forms are the starting point of collecting and viewing information from users. With Ona, you can author forms using the XLSForm syntax with different features such as skip logic and checks.
Data share settings and form submission settings both occur at the Project level. Every form and all of the data in the project inherits the same settings as the project. Therefore, related forms should go into a single project for easy access and collaboration.
Create a New Project, that will contain all of the forms and data related to the project. To create a new project:
Read more on the differences between organization accounts and personal accounts in this faq.
5.Select a category from the project category dropdown e.g. Health;
6.Click on Create Project button;
7.Then, choose the project’s Share options;
These are group labels you add to project to help others identify the project and find the project if it is public. You can add the project category when creating a project on the Create Project modal as explained in the previous section.
You can also change the project category from the Project Settings page:
When you login into your account all the Projects shared with you are accessible on your Home page. A project that is shared with you will have the Owner’s avatar tagged to it instead of your own as illustrated in the screen shot below:
If there is a current project you are working on or there’s a project you’d like to follow, you can “star” (aka “favorite”) a project and save it to your favorites. If you are just starting out or just want easy access to reference forms, we recommend you favorite the Starter Forms project. To star a project, click on the star icon next to the project name. It will turn yellow to let you know the project has been favorited.
Once you star a project, it will always have a yellow star next to it and show up in the Favorites tab as shown in the image below. To unfavorite or unstar a project, simply click the star again and it will become grey.
You can sort projects according to your preference on your home page. Projects can be sorted by Date Created, Category, Last Submission and Project Name:
Click on Show dropdown to view All, Private or Public projects on your shared with you;
You can also Find a project shared with you from the Projects dropdown in the top bar;
This means transferring project ownership from one account to another. When you transfer a project, the project and all of its forms and data will be transferred to the new account and the original account will lose ownership of the project.
A summary of project transfer permissions is in the table below:
|Project transfer condition||Permission level|
|Transferring a project out of an individual account||The user must be the project admin.|
|Transferring a project to an individual account||No permissions required.|
|Transferring a project out of an organization account||The user must be a project admin (this includes the org admin group).|
|Transferring a project to an organization account||The user must have admin or project manager role in the org.|
To transfer a project:
You can delete a project from your account. Deleting a project completely removes all the forms and submissions associated with the project. This action is final and your project will be irrecoverable.
To delete a project:
Confirm Delete modal will pop up, enter the Project name to confirm deletion;
Data share settings and form submission settings both occur at the project level and are inherited by all forms in the project.
To share your project with collaborators:
You can grant project access to collaborators who have Ona accounts. When you add a collaborator to your project, the next step is select their level of access from the permissions dropdown menu as shown below:
If someone is given permission to a project where they have view permissions, they also receive view permissions for the forms. If a user receives Can Edit and above permissions for a project, they will be able to submit data to forms, as long as the form status is active.
The permission levels breakdown as follows:
|Can view||Can view and download||Can submit||Can edit||Is admin|
|Can view data in a map||x||x||x||x||x|
|Can view data as summary charts||x||x||x||x||x|
|Can view data in a table||x||x||x||x|
|Can preview forms||x||x||x||x||x|
|Can download forms||x||x||x||x|
|Can download data||x||x||x||x|
|Can submit data||x||x||x|
|Can edit data||x||x|
|Can change the project share settings||x|
|Can add, delete, replace or make forms inactive||x|
|Can edit project metadata||x|
|Can delete the project||x|
|Can transfer project ownership to another user or to an organization||x|
- Personal accounts have only one admin — the account the project lives on, which for new projects is the creator of the project. To have multiple admins on a single project, create an organization project.
- To accommodate legacy ODK Collect users the XML representation of private forms is available at a URL that is not password protected.
If a project collaborator is no longer involved in a project they can be deleted from the project’s share modal. Only project Admins have the ability to remove project collaborators from projects that they have been added to.
To delete a project collaborator, click on the X icon on the project share modal. Then, select Done to save the your changes;