1 Create Form Permission
2 Create Form
3 Add Controls
4 Edit Form
5 Rearrange Fields
6 Preview
7 Change Control Type
8 Display Fields on the Same Row
9 Delete field

Create Form Permission

By default, super admins or institute admins can manage forms. Select the 'Manage Forms?' checkbox on the 'Create User' page for other users to give form privileges.

Create Form

You can create forms for your site and study if you have the 'Manage Forms?' privilege.

Add Controls

You can add multiple fields to a form using different controls as per your requirements.

Note

MySQL DB restricts the number of fields supported in a table, so don’t create too long forms.
The number of fields supported depends on the data type of the fields. E.g., You can have 25-30 number fields in place of a single text field.
If the form is a mix of control types, please restrict it to not more than 75 fields.

Field Properties

The following field properties allow users to customize and configure form fields efficiently.

Add Permissible Values

For fields like dropdown, radio button, multi-select dropdown, and checkbox controls, you can manually add the permissible values or upload the text or CSV file containing the permissible values.

Add Permissible Values (From Dropdown Manager)

You can also use the permissible value available in the Dropdown Manager to add to your custom field

Advantages of adding PVs using the dropdown manager

Easier to maintain.
You can directly export the values for the field and use them in other forms.
Changes in the dropdown manager automatically update in the form. For manually added dropdowns, data must be changed separately when altering a value.

Refer to Dropdown Manager to create a dropdown and follow the steps mentioned in the add PVs using the dropdown manager section.

Refer to How to make PV (permissible value) field multi-select? to have a multi-select option for PVs

Edit Form

You can edit any form field such as changing the display name or adding more options to enumerated fields like dropdown, radio button, etc.

Rearrange Fields

You can drag the fields by clicking on the six dots and dropping them to the required position.

Preview

You can preview the form by clicking on the ‘Preview’ button present on the form overview page.

Change Control Type

The below edits are supported from v8.1 for changing control types:

Radio button to dropdown and text field.
Dropdown to radio button and text field.
Checkbox to the multi-select dropdown.
Multiselect dropdown to the checkbox.

Display Fields on the Same Row

Fields can be displayed on the same row.

Delete field

You can remove any form field that is no longer needed.

Once the field is deleted, the data entered for the field is also deleted.

OpenSpecimen

Create/Edit Forms