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

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.
Custom fields: are fields that are embedded within the main screen
1. Best suited for 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 fields form.
4. 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:

Object	Attach as Form	Attach as Custom Fields	Supports Multiple Forms	User Role
Admin Objects
Site	No	Yes	No	Super Admin
Collection Protocol	No	Yes	No	Super Admin
Container	No	Yes	No	Super Admin
Distribution Protocol	No	Yes	No	Super Admin
DP Requirement	No	Yes	No	Super Admin
User	Yes	No	Yes	Super Admin
Project	No	Yes	No	Super Admin
Service Request	No	Yes	No	Super Admin
Biospecimen Data Entry Objects
Participant	Yes	Yes	Yes	Super Admin or any user with “Manage Forms” role
Visit	Yes	Yes	Yes	Super Admin or any user with “Manage Forms” role
Specimen	Yes	Yes	Yes	Super Admin or any user with “Manage Forms” role
Specimen Event	Yes	No	Yes	Super Admin

Form Access

Any Super Administrator, Institute Administrator, and users with “Manage Forms” have access to the Forms tab. They can create, edit, delete and link forms to other objects.

Role	Manage Forms Privilege	Access (Read/Create/Update/Delete)
Super administrator	Not applicable	All forms across all institutes
Non Super-Admin users	Yes	Forms created by self Forms associated with the CPs accessible to the user. i.e. CPs on which the user has read and edit rights.
Non Super-Admin users	No	Cannot see Forms

Forms (Post v8.0)

Form Access

References