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| 1 | +# Setting Up QField Manually |
| 2 | + |
| 3 | +- FieldTM should be able to configure a QField project automatically. |
| 4 | +- Failing this, the steps below help to configure a QField project |
| 5 | + manually. |
| 6 | + |
| 7 | +## 1. Create An XLSForm |
| 8 | + |
| 9 | +- An XLSForm should be created, with question types as normal |
| 10 | + (choice fields, text input, image upload, etc). |
| 11 | +- It is **essential** to ensure that a question of type |
| 12 | + `geopoint`, `geotrace`, or `geoshape` is included in the form, |
| 13 | + so that QGIS knows which type of geometries you wish to collect. |
| 14 | + - Alternatively, if you are mapping existing geometries, the |
| 15 | + geometry type can be determined by QGIS by selecting the |
| 16 | + geometry later in a later stage. |
| 17 | + |
| 18 | +## 2. Convert XLSForm To QGIS |
| 19 | + |
| 20 | +- Open QGIS and install the XLSFormConverter plugin (by OpenGISch). |
| 21 | +- Go to the processing toolbox, and open the XLSFormConverter |
| 22 | + processing tool. |
| 23 | + |
| 24 | +You will be presented with a set of field that need to be filled |
| 25 | +out: |
| 26 | + |
| 27 | + |
| 28 | + |
| 29 | +- Select the XLSForm you have created as the first field. |
| 30 | +- Ensure the 'Project language' matches exactly what is defined |
| 31 | + in the XLSForm. |
| 32 | +- If you are mapping existing geometries, here you can load the |
| 33 | + layer into QGIS, then select this layer to 'Pre-fill the project...'. |
| 34 | +- It is also a good idea to load the project AOI into QGIS, then |
| 35 | + select this layer as the 'Project Extent'. This will ensure |
| 36 | + QField zooms to this location on first load (if you don’t do this, |
| 37 | + users will have to navigate to the AOI manually or using GPS). |
| 38 | +- It's good to select the project CRS as standard (EPSG:4326 generally). |
| 39 | +- Once you have completed this, a survey layer will be added to your |
| 40 | + QGIS project. By default, this will output to a temporary directory. |
| 41 | + Open the project in the temporary directory to continue. |
| 42 | +- You can then add a boundary for the AOI and a basemap as you would |
| 43 | + in any normal QGIS project. |
| 44 | + |
| 45 | +## 3. Configure The Project Further |
| 46 | + |
| 47 | +- You can configure the project in any way that you like, within the |
| 48 | + constraints of what you can do in QGIS (eg. styling, labels, etc). |
| 49 | + QField users will see those same styles when they use the app. |
| 50 | +- Basemaps such as satellite or drone imagery can be added as layers, |
| 51 | + into a 'mutually exclusive' basemap group if preferred. |
| 52 | +- Symbology can be updated to vary based on data type. For example, |
| 53 | + if a question asks the user to define the feature 'category', the |
| 54 | + symbol on the map can reflect the categories (with a legend). |
| 55 | +- You may wish to add additional layers to the project, e.g.: |
| 56 | + - Task boundaries with mapper assignments. |
| 57 | + - Location of cell towers to get phone signal. |
| 58 | + - Contours to show terrain. |
| 59 | + - Other georeferenced data, such as scanned in archive maps, |
| 60 | + or drawn community maps. |
| 61 | + |
| 62 | +## 4. Syncing The Project To The Cloud |
| 63 | + |
| 64 | +- Install QField Sync in QGIS. |
| 65 | +- You need to register an account at |
| 66 | + [https://app.qfield.cloud](https://app.qfield.cloud). |
| 67 | +- QField Cloud is the bridge between QGIS and the users' |
| 68 | + interaction with the project. |
| 69 | +- Log in to QField via the QField Sync plugin in QGIS. |
| 70 | +- Click on the cloud icon and click create new project. |
| 71 | +- Choose 'Convert currently open project to a cloud project'. |
| 72 | +- Add a name, choose HOTOSM as the owner, then convert and upload. |
| 73 | + |
| 74 | +## 5. Open In The QField App |
| 75 | + |
| 76 | +- Load the QField app and log in with your account. |
| 77 | +- Download the newly created project and open it. |
| 78 | +- It's possible to share the project with other users |
| 79 | + by a QRCode to scan. |
| 80 | +- Mapped data can be synced at an interval (defined in the |
| 81 | + QFieldSync project settings), or manually by the user. |
| 82 | +- The manager can then sync the uploaded data into their |
| 83 | + desktop QGIS project, to track progress. |
| 84 | + |
| 85 | +## Useful reference and resources |
| 86 | + |
| 87 | +- <https://xlsform.org/en/> |
| 88 | +- <https://docs.getodk.org/form-question-types/> |
| 89 | +- <https://docs.qfield.org/> |
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