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Once you create a form, you can link it to different levels. The forms attached at levels such as participant, visit, or specimen level will appear as a separate form under the forms tab. Whereas the forms attached at custom field level, e.g., specimen custom fields or container custom fields, would appear on the main data entry screen. The custom fields within the main screen can be also be marked as "mandatory" fields.

You will only be able to see those custom form levels for which you can create associations.

Attach form

Expand

The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols.

Info

The 'Associations' column displays a count of form associations.

Steps

  • Select 'Forms' from the navigation menu or the home screen.

  • Click the 'Attach' button (spanner icon) next to the form.

  • Select the CP-specific level, e.g., registration, specimen, or visit form (when levels not specific to CP such as container custom fields are selected, the options to select CP will not be displayed).

  • Check the 'All Current and Future Collection Protocols' checkbox to link the form with all protocols in the system.

  • If you want to link it to more than one Collection Protocol, click in the collection protocol box and select one or more collection protocols to which the form has to be linked.

In the case of custom fields (for example, forms attached at Distribution Protocol Custom Fields, Container Custom Fields, etc.), it will get attached to all distribution protocols or containers across the system.

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