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You can create custom forms or fields using the Forms module.

  1. Custom forms are independent forms that will appear in a different tab. Example: Smoking history, family history, pathology annotations, images, genomic tests, and so on.

  2. Custom fields: are fields that are embedded within the main screen

    1. Best suited for

...

    1. 2–5 fields to be added to the main screen.

    2. Supported only for participants, specimens, and visits.

    3. There can be only one custom

...

    1. field form.

    2. If a custom fields form is assigned at the CP level, it will override the system-level CP form.

The forms can be attached to the following objects:

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Role

Manage Forms Privilege

Access (Read/Create/Update/Delete)

Super administrator

Not applicable

Can access all forms across all institutes.

Can modify, delete, add or remove associations of the form that is used by the system-level entities like CP, DP, Containers etc.

Non Super-Admin users

Yes

  1. Can access Forms created by self

  2. Can modify, delete, add or remove associations of the form that is used in CPs provided

the
  1. these users have the CP update

rights
  1. privilege for all the associated CPs.

Non Super-Admin users

No

Cannot see Forms

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