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
Best suited for 2–5 fields to be added to the main screen.
Supported only for participants, specimens, and visits.
There can be only one custom field form per CP.
CP-level forms will override the system-level forms.
Objects Supported
The forms can be attached to the following objects:
Object | Attach as Form | Attach as Custom Fields | Supports Multiple Forms | User Role |
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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 | Specimen Event | Yes | No | Yes | 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 |
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Form Access
Any Super Administrator, Institute Administrator, and users with “Manage Forms” can access the Forms tab. They can create, edit, delete and link forms to other objects.
Role | Manage Forms Privilege | Access (Read/Create/Update/Delete) |
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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 | Can access Forms created by self Can modify, delete, add or remove associations of the form that is used in CPs provided these users have the CP update privilege for all the associated CPs.
| Non Super-Admin users | No | Cannot see Forms |
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