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titleSteps...

To record additional information while creating projects and requests, you can attach custom form to both project and request level.

Project level Request Form

  • Navigate to the Project → Create/Edit → Custom Fields Form → Select the form that you wish to see while creating requests. You can create this form via 'Forms' tab. Refer to 'Forms' for more details. 

  • Once the form is selected and project is approved. Create ‘Request’ using ‘Create request’ button. As you can see, the Custom field: 'Specimen Addition Details’ on create page. 

System level Request Form

  • Navigate to the 'Forms' → Create a form → Attach it at the ‘Service Request Custom Field’ level. Refer to 'Forms' for more details. 

  • In the below image, you can see the custom field which is part of the form attached to the 'Service Request Custom Field’ level.

If no form is associated to the Project Custom Fields Form level, then the system uses the form attached at the ‘Service Request Custom Field’ level. 

Display Custom Fields based on value of other fields

You can display the custom fields based on certain default fields within a project or request.

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Example 1: Display ‘Source of Materials' and 'Human Subject Source Location' only if the site is 'Tissue Procurement Core’.

Source of Materials and Human Subject Source Location: Custom fields at Project Custom Fields level

Services Site: A default field at Project level

Code:

Code Block
languagexml
<showWhen><![CDATA[$extendedObj.site = "Tissue Procurement Core"]]></showWhen>
Image AddedImage Added

Example form XML file:

View file
nameMainProjectForm.xml

Example 2: Display ‘IRB Protocol #' only if the project site is 'Tissue Procurement Core’.

IRB Protocol #: Custom field at Service Request Custom Fields level

Code:

Code Block
languagexml
<showWhen><![CDATA[$extendedObj.$project.site = "Tissue Procurement Core"]]></showWhen>

Example 3: Display ‘IRB Protocol Title' only if the billing PI is Divya Prabhu.

IRB Protocol Title: Custom field at Service Request Custom Fields level

Codes:

Code Block
languagexml
//Option 1:
<showWhen><![CDATA[$extendedObj.billingPi.loginName = "divya.prabhu"]]></showWhen>

//Option 2:
<showWhen><![CDATA[$extendedObj.billingPi.firstName = "Divya" and $extendedObj.billingPi.lastName = "Prabhu"]]></showWhen>

//Option 3:
<showWhen><![CDATA[$extendedObj.billingPi.emailAddress = "divya@krishagni.com"]]></showWhen>

Example form XML file:

View file
namemainProjectRequestForm1.xml

Show Non-Specimen Requests (v10.0)

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