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You will only be able to see those custom form levels for which you can create associations.
Attach form
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The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols.
Also, the User related forms such as user form and user profile form can be attached to one or multiple institutes.
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The 'Associations' column displays a count of form associations on the form list page. Steps |
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title | Click to view the steps to attach the form at different levels |
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Select 'Forms' from the navigation menu or the home screen. Navigate to the form overview page and click on 'Associations'
![Attach1.png](https://openspecimen.atlassian.net/wiki/download/thumbnails/1767473311/Attach1.png?version=6&modificationDate=1723859458362&cacheVersion=1&api=v2&width=1171)
Click on 'Add'
![Attach2.png](https://openspecimen.atlassian.net/wiki/download/thumbnails/1767473311/Attach2.png?version=6&modificationDate=1723859477363&cacheVersion=1&api=v2&width=1171)
Select the level from the dropdown and click on 'Add'
![Attach3.png](https://openspecimen.atlassian.net/wiki/download/thumbnails/1767473311/Attach3.png?version=3&modificationDate=1723858839732&cacheVersion=1&api=v2&width=1171) 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).
![](https://openspecimen.atlassian.net/wiki/download/attachments/1767473311/image-20210430-083338.png?version=1&modificationDate=1619771619970&cacheVersion=1&api=v2) 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. ![](https://openspecimen.atlassian.net/wiki/download/thumbnails/1767473311/image-20210430-083711.png?version=1&modificationDate=1619771834264&cacheVersion=1&api=v2&width=1280) Following are the levels where the forms can only be attached by the Super Admins CP custom field | Container custom filed | DP requirement custom field | DP custom field | Participant form | Project custom field | Registration custom field | Service request custom form | Site custom field | Specimen array event | Specimen slide event | User profile form |
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