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 field form per CP.
4. 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

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
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

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)

Role

Manage Forms Privilege

Access (Read/Create/Update/Delete)

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

OpenSpecimen

Custom Forms

Objects Supported

Form Access