Help & guidesFieldNotes home

THE FIELD GUIDE

A little help.
A clear next step.

From your first question to the last response.

Looking for answers?

Open a form in your workspace.
Choose the Responses tab.

Go to my forms

01 · GETTING IN

Account access

How do I get a FieldNotes account?

FieldNotes is a closed product for ZADMIN research. Request access, or activate your invitation code. Then sign in with the invited Google account.

My Google account isn’t approved. What now?

Make sure you chose the email on your invitation. If you still need access, contact legal@zadmin.dev. Study participants do not need an account.

Where is the admin portal?

The ZADMIN administrator can open Administration from the workspace to view accounts, send email invitations, and revoke access. Invitations include an access code and activation link, valid for 7 days. If sending fails, use Retry email in Recent invitations. Codes work once and expire after 7 days.

02 · ASKING WELL

Create & share

How do I create a form?

Choose New form, start blank or use a template, and edit your questions. Add help text only where it’s useful. Save, preview, then publish when ready.

Can I group questions into sections?

In Questions, choose Group into sections. Everything you have written joins the first section; Add section makes the next one. Each section has a title and an optional description shown when the respondent reaches it.

Can an answer send someone to a different section?

Yes. On a Choose one or Rating question, choose + Add skip logic and pick where each answer goes: on in order, a later section, or the end. A section can also set where it leads by default. Jumps only move forward, and skipped questions are never asked, never required, and never saved. Routes through this form, at the top of Questions, shows who sees which sections.

What happens to unfinished responses?

Forms save as people go. While a form is open, its Settings tab shows how many people are partway through, never their answers. When you close it, everyone who left auto-submit ticked is added to Responses, marked Unfinished, and exports carry that status. Turn off Keep unfinished responses in Settings to collect only submitted responses; that deletes anything saved so far. How autosave works.

What if my browser closes while I’m editing?

Unsaved edits are kept on your device. Open the form again and choose Restore my changes, then save. Signing out clears them, and responses are never stored this way.

Can I change the look?

Open your form’s Theme tab. Choose FieldNotes, Ocean, Iris, or After hours, then save. The theme appears in previews and the shared questionnaire.

How do I share it?

Publish your form, then open Share and copy the link. Anyone with the link can respond without signing in. Draft forms are private.

Can I edit, close, or delete a form?

Saved edits apply to future submissions; earlier responses retain their original questions. Close a form to stop new responses. The Settings tab lets you duplicate or delete it. Deleting a form also removes its responses and uploads.

03 · LISTENING BACK

Responses & files

Where can I read and export answers?

Open your form → Responses. Summary shows each question’s answers as counts, percentages and averages, grouped by section; Individual lists every response. Use Show to look at one group, such as everyone who answered “Student”, and untick Include unfinished to leave out responses nobody submitted. CSV and JSON export exactly what’s shown, with a Status column marking unfinished responses.

How do file uploads work?

Add a question and choose File upload. Each question accepts one PDF, JPG, PNG, or WebP up to 10 MB. Participants choose a file, review their answers, then submit. Open a response to download its attachments.

Who can see responses and attachments?

They are private to the researcher who owns the form. Public study links do not expose responses or files. Authorized operators may access information for support and privacy requests; see the privacy policy.

Where are the original school study responses?

Previously collected records remain in the study archive, protected by the existing private admin password. The school questionnaire is now a regular form. Its existing study link takes participants there.

04 · WORK WITH YOUR ASSISTANT

Connect MCP

How do I connect my assistant?

Open Settings & MCP. Use Add to Cursor or Add to VS Code, or copy the server URL into your client's remote MCP settings. Connect, sign in with Google, and approve access.

What can a connected app do?

Read your forms and responses, and create, edit, publish, or close your forms. Your account stays separate from other researchers. Connect only apps you trust.

How do I disconnect an app?

In Settings, find Connected apps and choose Disconnect. To reconnect, add the server again and approve access.

05 · TRY IT FIRST

Beta and developer preview

How do I join the beta?

New to FieldNotes? Fill in the beta application. If there’s a place for you, we email an invitation to your Google account. Already have an account? Turn on the developer preview in Settings. About the FieldNotes beta.

How do I turn the developer preview on or off?

Open Settings and switch Use the developer preview. While it’s on, a Preview badge appears next to FieldNotes in the sidebar. Switch it off to go back to the standard version. Your forms and responses stay the same either way, and connected apps can’t change this setting.

What does “Who will answer?” do?

With the developer preview on, a form’s Settings let you choose the grades or group who will answer it. On a form using the new student experience, Grades K-2 turns on young-learner mode (big picture answers, three faces for ratings, a speaker for each question and answer, and a simple send screen), and the other choices don’t change what students see yet. A note explains that, for now, only a research account can open a Grades K-2 or 3-5 form on the new student experience to students, though you can still build and preview it. If the form is already open, that choice can’t be saved while the new student experience is on, so close the form first or switch it to the classic experience.

How do I check a school device?

On the device you want to test, open the device check. Nobody needs to sign in. It takes about 20 seconds and shows what works and what doesn’t. You can then send us an anonymous report; nothing is sent unless you choose to. What a report contains.

06 · TAKING PART

For participants

Do I need to sign in?

No. Use the form link from your researcher. Answer one question at a time; you can go back and edit before submitting.

Did my response save?

Wait for the confirmation after submitting. If it fails, keep the tab open and try again. “Saved” at the bottom of the screen means your latest answers were autosaved, not submitted.

What if I close the tab before I finish?

The form saves as you go. Reopen the link and choose Continue where I left off. A file you chose has to be chosen again. If the organizer edits the form, your answers carry over and you are asked to check them. On a shared computer, submit before you leave. If you can’t finish, open the link again and choose Start my own response. That clears your answers from this device. If the form says someone started it on this device and it wasn’t you, choose Start my own response.

Will my unfinished answers be shared?

Only if the form closes before you submit and you left Auto-submit my answers if this form closes before I finish ticked on its first screen. Then the answers you had saved are sent to the organizer, marked unfinished. Untick it and nothing is shared until you submit. If you chose Continue, press Back until you reach the first screen. Start my own response doesn’t remove a copy that was already saved, and that copy is still sent when the form closes. To remove it, choose Continue where I left off and untick the box. How autosave works.

Can I change or delete a submitted response?

Contact legal@zadmin.dev with the form link and response receipt, if available. Do not email passwords or identity documents.

07 · FOR SCHOOLS

For IT teams

What does our web filter need to allow?

Allow these three addresses:
fieldnotes.zadmin.dev for forms and the workspace
necqwawlgvkledhynejp.supabase.co for file uploads, downloads and sign-in
accounts.google.com for teacher sign-in

Students only need fieldnotes.zadmin.dev, unless a form asks them to upload a file.

Which Chromebooks and browsers work?

FieldNotes works in Chrome 88 or newer. On an older browser, the page says the browser is too old. To test a Chromebook, open the device check on it. It takes about 20 seconds and doesn’t need an account.