Once the form is created, you can link the custom form at different levels. The forms attached at levels such as participant, visit or specimen level will appear as a separate form under forms tab. Whereas the forms attached at custom field level e.g specimen custom fields or container custom fields would appear on the main data entry screen. The custom fields within the main screen can be also be marked as "mandatory" fields.
The CP specific forms such as registration, specimen and visit level forms can be attached to one or multiple collection protocols.
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In case of forms not related to specific CP (for example forms attached at Distribution Protocol Custom Fields, Container Custom Fields etc.), user will be able to just select the level of attachment.
Custom forms and fields can be linked at different levels like participant, specimen, project, distribution protocol etc.
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Some forms like test results, surveys etc. might have to be collected multiple times. To do this, check "Multiple records allowed" checkbox while attaching a form at particular level.
For forms that are attached at Participant Forms, Visit Forms, Specimen Forms, Registration Forms levels, user is able to edit whether a form can have single record or multiple records.
This can be done by clicking the attachment level (spanner icon) and then 'Edit'.
For forms attached at any level other than these, if a user wants to change the attachment level, he can follow one of the below approaches:
User can delete the attachment and attach it to another required level and collection protocol/s. To do this, follow the below steps:
Heads up! Deleting an attachment level leads to the deletion of the data related to those forms. In a case the data needs to be preserved and then the form reattached it to another level, user can follow the below steps:
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However, in case the user wishes to attach the same form at the same level to multiple collection protocols, this can be done using Collection Groups. You can refer Collection Protocol Groups for more information. Here's a short video that will give you an idea of how to perform this using Collection Protocol Groups: Reattaching form to Collection Protocol Group