Coreo Support
Creating a form
In this guide you will learn how to add a very simple data collection form to a project. Forms can vary in size from a single question to those consisting of many hundreds of questions. In Coreo, [...]
Adding a Project in the Coreo App
If you have been invited to one or more Projects, or have one that you have created it’s easy to install them in the Coreo app. Coreo is what we would call a ‘shell app’. It [...]
Calculated fields
Calculated Fields allow you to generate responses based on inputs to other fields within a form. Calculated Field calculations are written in Javascript, which means you can add some fairly complex [...]
Coreo GraphQL API – Overview
More information about GraphQL can be found at https://graphql.org/. Coreo’s graphql API is accessible at https://api.coreo.io/graphql. If you visit the API in the browser you will also [...]
Coreo GraphQL API – Queries
Coreo’s GraphQL API only currently supports 2 types of operation: queries and mutations. Queries operate like GET requests in a REST API, while mutations are equivalent to POST/PATCH/DELETE [...]
Coreo GraphQL API – Filtering Queries
Most Coreo GraphQL objects are filterable with a where argument. This where argument is a JSON object that specifies the conditions that should be met for the object to be [...]
Coreo Help Videos
We have made a number of videos explaining how to use the Coreo admin area and the Coreo App: Coreo Admin Coreo App UKHab specific videos The following videos look specifically at the UKHab Survey [...]
The UKHab Survey App #1 – Completing a pre-survey
In this help document we look at the UKHab pre-survey within the Coreo app, what it’s for and how to complete it. Note that this help document is for the UKHab Survey App v3.0 (Statutory [...]
The UKHab Survey App #2 – Completing a full survey
In this guide we’re going to look at completing a full UKHab Survey in the app. This article is based on using the UKHab Survey v3.0 (Statutory Metric) edition. Instructions You’ll now be [...]
Creating an Account in Coreo
There are several ways that you might join Coreo. We’ve highlighted the key routes below, so follow the instructions for the one that reflects your situation. Route 1 – Signing up for a [...]
Creating an offline map in the Coreo app
If you need to work with maps offline, or just want the reassurance that you won’t get caught out with no signal, then the Offline Maps feature is simple to use – just remember to set it [...]
Structuring your surveys in Coreo
One of the most common questions we get asked is how to best organise surveys in Coreo. Should all your surveys go into one Project, or should they split across multiple Projects? This ‘how [...]
Cloning Projects in Coreo
There might be occasions where you will want to copy projects you have created. You might want to do this for a number of reasons including: We’ll look at how you can do this in Coreo. Note: [...]
Create a collection by uploading a .csv file
Creating a collection via a .csv file is one of the easiest and most convenient methods of creating a collection. The csv file It’s essential to structure your spreadsheet correctly. When using [...]
Filtering records
In this guide, you will learn how to filter records according to the various attributes associated with your records and forms. Filtering enables you to extract a subset of your data that satisfies a [...]
Vector data – How to upload to Coreo projects
You can add and configure different vector map data in Coreo to use as reference layers within your surveys. Commonly this will include layers showing topographic data or site boundaries. There are [...]
Combining exported data
When you have multiple forms in a Coreo project, your exported data will contain a file for each form. Where you have sub-forms in your project, for example a form for collecting survey site [...]
Introducing Maps & Boundaries
Coreo’s Maps & Boundaries page gives you control over how data from your project’s form layers is presented within the Coreo App, and also gives you the option to add additional [...]
Exporting data
In this guide you will learn how to export your data from a Coreo project using the Admin Area. Once you’re in the desired project you’ll need to go to the Records page. To initiate data [...]
Uploading map imagery
Coreo allows you to upload GeoTiffs for use with your maps. This might be useful where you want to use specific imagery for sites including high resolution or precisely dated imagery. Uploading your [...]
Combining exported data in Airtable
In this guide you will learn how to reconcile data from related forms exported from Coreo by using Airtable. To make this easier to follow, we have supplied some sample data which forms the [...]
Overview of Organisations and Permissions
To access Coreo you must have an account. Your account (and type of account) dictates what you can and can’t see and do within Coreo. In simple terms access to Coreo and projects is based [...]
Adding a heatmap layer
Heatmaps are commonly used in geospatial mapping to visually display the density of points or features across a geographical area. A heatmap is a graphical representation of the data where the values [...]
Organisation Roles
Organisation Member A member’s role in an organisation is to participate in that organisation’s projects. Organisation members are solely project focused and as such they have no permissions [...]
Project Roles
Project Member Members are the basic users of a project. Project members may submit data to a project and also view project records in the Coreo app. They do not have access to the Coreo Admin Area. [...]
Coreo Concepts – An overview
Coreo, like any system, has an architecture and a range of associated concepts that you will need to understand at some level.This section is intended to provide details of these elements so that you [...]
Adding someone to your Organisation
Adding a new user to existing projects If you have already created some projects you can choose which projects you want this new member to be able to access, and assign them rights to the project. [...]
Organisations
Key Concepts Organisations represent the top level of the hierarchy in Coreo. When you sign up to Coreo at https://admin.coreo.io/signup and create your free trial account, you will also [...]
Forms
Key Concepts Forms specify what data you can record via your app. Creating a form To create a form, on the dashboard go to the menu. Click the ‘Forms’ Icon. The only information needed [...]
Questions
Key Concepts In Coreo, forms comprise one or more questions. It’s easy to build a form by dragging question blocks into the form builder. There is a wide range of question types you can add in [...]
Question Types
Form Design These blocks help you to build out the structure of your form e.g. adding nested forms The Text block The text block is not a question block as such, but a means for you to provide [...]
Projects
Key Concepts While an organisation is your hub in Coreo, it is with projects that the actual work is done. Projects are where you build your surveys using Coreo’s simple no-code tools from of a [...]
Records
Key Concepts Records are data that have been recorded via your project. Records are structured according to the questions in the form they belong to. To enable users to submit [...]
Items
Key Concepts Items are the data that form collections. Items within the same collection will share the same structure. This structure is determined by the collection’s attributes. [...]
Pages
Key Concepts Pages in a Coreo app equate to pages in any other app or website – they are areas in which you can present information and even include reference guides in your projects. Adding a [...]
Collections
Key Concepts Collections are sets of related data that are used within your project. Collections are comprised of one or more individual “items”. The composition of items is [...]
Attributes
Key Concepts Within Coreo attributes essentially define the information an item contains. Examples of Attributes If we take the example of a collection created in a spreadsheet, [...]
Getting Started
Objectives In this tutorial you will: Getting Started Depending on your needs, projects require varying amounts and types of content. For this tutorial we’ve provided the required resources for [...]
Coreo familiarisation
All areas and settings of a project can be accessed via the Coreo sidebar. All elements are grouped under named headers to make them easy to find. Project Under the ‘Project’ header [...]
Create a Coreo account
To get started you will need to sign up for an account on Coreo. If you already have an account, skip this step and move onto Creating Your First Project. Coreo will now send you an email with a [...]
Record Status Settings
Key Concepts The record Status feature allows for the categorisation and management of records. If Status is enabled for a project, each record belonging to that project can be flagged with a [...]
Media
Key Concepts Coreo supports the inclusion of media (images or audio) for use in an app. Media can be used to create visually appealing select lists, to create reference guides and for enhancing other [...]
Creating a reference guide
Reference or ID guides are a great way to extend the usefulness of your projects. They have been designed to help you to provide key reference information to field workers who are responsible for [...]
Testing your project
Install the Coreo app To install and test your new project you will need the Coreo app on your device. If you don’t already have this installed then visit the Apple App Store or the Google Play [...]
Your First Project
For this tutorial, we will be creating a project about Tropical Frogs. You will also be prompted to select the users you wish to add to your project and the role they have (for a more detailed [...]
Welcome to Coreo
Coreo is a unique platform that includes all the tools you need to build and manage location-based data collection projects. Why use Coreo? If you need to create apps to collect location-based data [...]
What’s New?
The UKHab Platform and Coreo Admin Area Update The new Admin Area has just been released! This new update is a substantial overhaul of both the Admin Area and the UKHab & BNG platform. We’ll [...]
Creating a Welcome Page
Pages are core visual components within a Coreo app, enabling you to split your content into discrete sections as needed. Pages are built either by using templates or a WYSIWYG editor. Let’s [...]
Creating a Collection
You’re now going to create a collection for your project. This collection will be used in several places and ways: Most collections are groups of items that belong together logically. [...]
Creating a form
In this final exercise we will add a data collection form to our project, so that we can record location-based data in the field. You’ll now be taken to the Form Builder page A form [...]