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  1. Collection Protocol Custom Fields

  2. Registration Custom fields

  3. Visit Custom fields

  4. Specimen Custom fields

CP Level (v9.0)

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Custom Fields Display

Form attachment

System JSON

CP level JSON

Description

Form is associated to all CPs

Yes

No

System-level JSON is enhanced to show the custom field in any CP to avoid the CP-specific JSON dictionary configuration for custom fields. This is subject to the condition that the system-level dictionary doesn't have any custom fields in it.

CP should not have any CP level workflow attached so that it will use the system level workflow as default.

Form is attached to specific CP

Yes

No

CP-specific custom fields

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are displayed on respective add/edit/overview pages. This is to avoid any additional configuration for custom fields within the dictionary of CP JSON

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This allows you

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If you want to add skip logic, download the form xml → add the skip logic → import the xml. Please refer to the skip logic for more details.

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to define a system-wide dictionary and yet define CP-specific custom fields without requiring to create/maintain a CP dictionary.

This will only work if you have not manually configured the custom fields within the “dictionary” section of the system level JSON.

System Level

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Form is attached to specific CP

Yes

Yes

CP-specific custom fields are displayed on respective add/edit/overview pages. This is

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This allows you to define a system-wide dictionary and yet will enable you to define CP-specific custom fields without requiring them to create/maintain a CP dictionary.

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to avoid any additional configuration for custom fields within the dictionary. 

This will only work if you have not manually configured the custom fields within the “dictionary” section of the CP level JSON.

Info

If you define custom fields in system or CP level JSON, any changes to the form needs changes in respective JSONs too.

Default JSON Files

Default JSON files for the configuration that contains - dictionary (all fields for the participant, visit, and specimen), default participant-list, and specimen-list columns and filters are added below

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