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.

How to attach a form?

The CP specific forms such as registration, specimen and visit level forms can be attached to one or multiple collection protocols.

Click here to view the steps...

Select 'Forms' from the left side menu or the home screen
Click the 'Attach' button (spanner icon) next to the form
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)
Check 'All Current and Future Collection Protocols' checkbox if you want to link the form with all protocols in the system
In case 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 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.

Different levels at which forms can be linked

Custom forms and fields can be linked at different levels like participant, specimen, project, distribution protocol etc.

Click here to view the different levels...

Level	Description
Collection Protocol Custom field	To add custom fields on the "create collection protocol" page. E.g. 'IRB document', "CTRI number'
Container Custom Fields (new in v5.1)	To add custom fields on the "create container page". E.g. 'Vendor name'
DP Requirements Custom Fields (new in v5.0)	To add custom fields on the "create DP requirements page". E.g. 'Specimen quality'
Distribution Protocol Custom Fields	To add custom fields on the create distribution protocol page. E.g. 'Grant Number'
Participant Forms	Forms linked at participant level will be available under all CPs Data entered at 'Participant' level will be available under all CPs the participant is registered to E.g. If P1 is registered under CP1 and CP2, 'Participant Contact Details' entered for P1 under CP1 will also be available under CP2. Forms added at this level will be available under forms tab on participant overview page.
Project Custom Fields	To add custom fields on the "create new project page". E.g. Instructions
Registration Custom Fields	To add custom fields on the "participant registration page". E.g.'Marital Status', 'Age' etc.
Registration Forms	For CP specific participant forms. E.g. 'Smoking history' which might only be required under Lung Cancer Protocol. Forms added at this level will be available under forms tab on participant overview page.
Service Request Custom Fields	To add custom fields to "create request page" of a project. E.g. Requestor Notes
Site Custom Fields	To add custom fields to "create site page". E.g. 'Site phone number'.
Specimen Array Event	To add custom fields to the "add event page" of the array. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.
Specimen Custom Fields	To add custom fields to the "main collect specimen page". E.g. 'Processing Site', 'Tube Type' etc.
Specimen Event	To add "custom events" to describe different stages of specimen life cycle, e.g Nano-drop event. Refer to the wiki page for more details.
Specimen Forms	Forms linked to this level will be available under forms tab of any collected specimens of the attached CP.
Specimen Slide Event	To add custom fields on the add event page for the slide. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.
Visit Custom Fields	To add custom fields to the main visit page, e.g.'Primary Diagnosis'
Visit Forms	Forms linked to this level will be available under forms tab of any occurred visit of the attached CP.
Order custom fields	The forms can not attached using attach icon at order custom fields level. It can be attached either at the system level or Distribution Protocol level. Refer to Adding custom fields to Order level for more details.

There can be only form attached at the custom field levels. To attach a new form you will need to first remove the form attached to that level.

Multi-record forms

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.

Editing the attachment level of the form

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:

1. No data present in the form:

User can delete the attachment and attach it to another required level and collection protocol/s. To do this, follow the below steps:

Click on the 'Spanner Icon' in front of the desired form. This will display the present attachment level of the form.
Click on the 'Delete' icon beside the attachment level
Follow these steps ONLY when there is no data present in the forms or in a case where the data need not be preserved, otherwise deleting the attachment level leads to deletion of related data.

2. Data is present in the form:

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:

Case 1: Changing the attachment level from ALL to single/multiple CP

Click here to expand...

Go to the Collection Protocol list page and click on 'Export'.
Select the name of the form in 'Record Type' and click on 'Export'. A CSV file containing the form records will be exported.
Go to the forms list page, search for the form for which attachment was to be changed, click on the spanner icon and delete the previous attachment level.
Add the new attachment level and click on 'Done'
Go to the exported form records CSV (exported in step 2) in any text editor.
Remove the first column (Identifier) and save the file. In case the new attachment level added was CP specific, go to that CP and click on 'Import'. In case the new attachment level added was not CP specific, go to the Collection Protocols list page and click on 'Import'.
Select the form name from the 'Record Type' dropdown and click on 'Validate and Import'

Case 2: Changing the attachment level from single/multiple CP to ALL