Who can create a form?

By default, super admins or institute admins can manage forms. To give this privilege to other users, select the 'Manage Forms?' checkbox on the 'Create User' page.

How to create a form?

The user having the privilege on forms can create a custom form.

Click here to view the steps...

Click on 'Forms' from the left side menu or from the home screen
Click on 'Create' to create a new form

How to add controls to a form?

You can add multiple fields to a form using different controls.

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From the edit page of the form, click on 'Add/Edit Control'
Select the desired control type

3. Provide all properties

Different Control Types:

Expand to see different types of controls...

Control Type	Description
String Text Box	The field to add the string text
Numeric	The field to add numeric values
Text Area	The field to add long text like comments
Radio Button	The field to have radio buttons like a field with 'Yes/No' options
Single Checkbox	The field to check/uncheck single value
Drop down	The field showing values as the dropdown
Multiple Select	The field for which multiple values can be selected from the drop-down
Checkbox	The field showing checkbox for all values, you can check/uncheck any of the values
Date Picker	The field to select any date or date and time
File Upload	The field to upload a file in any format
Fancy Control	The fields showing users/ sites/ storage containers dropdown
Note	The field to add any notes in the form
Subform	The field to add subform within the main form

Field Properties:

Expand to see details about properties...

	Properties	Description	Applicable to Control Type	Permissible Values
1	Field Placement	The position of the field within the form	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control Note Sub Form	Last Row Row Before Row After Same Row
2	Field Name	Name of the form field	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control	The display name for the form field
3	Tooltip	Pop up displayed when the user moves the mouse over the field. Useful to set description or guidelines about the field to the user.	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control
4	Attribute Name	System generated name	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control Note Sub Form	Do not change this or blank it out
5	Default Value	Default value set for the field	String Text Box Numeric Text Area	For enumerated field types like dropdowns, radio button or list box, the default value can be set within the ‘Permissible values’ section.
6	PHI	Checkbox to make any field as ‘Protected health information’. This value will be hidden to users who do not have access to PHI.	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control
7	Mandatory	To set the form field as required	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Multiple Select Checkbox Date Picker File Upload Fancy Control
8	Show In Grid	For forms in which level is set as ‘Specimen Event’, this attribute is shown in the events list under each specimen.	String Text Box Numeric Text Area Radio Button Single Checkbox Drop-Down Date Picker File Upload Fancy Control
9	Width	The width of the field	String Text Box Numeric Text Area
10	Minimum Value	Minimum value to be restricted for the field	Numeric
11	Maximum Value	Maximum value to be restricted for the field	Numeric
12	Number of Digits After Decimal	The number of digits to show after the decimal	Numeric	Set this to zero if you want only whole numbers like for ‘Age’.
13	Number of Rows	Number of rows to be shown in the text area	Text Area
14	Data Type	The type of the data to be accepted as an input. Based on this the search filters allows different operators.	Radio Button Drop-Down Multiple Select Checkbox	String Integer Float Boolean
15	Permissible Values Ordering	Sorting order of the values to be displayed within dropdowns, radio buttons etc.	Radio Button Drop-Down Multiple Select Checkbox	None Ascending Descending
16	Options Per Row	Values to be shown per row of the field	Radio Button Checkbox
17	Default Checked	Checkbox to make field checked by default	Single Checkbox
18	Format	The format of the date field	Date Picker	Date Only Date and Time
19	Default Date Type	Default date	Date Picker	None Current Date
20	Note	The read-only text displayed within the form. Can be used for headings or instructions in questionnaires.	Note	HTML tags such as <b></b> for bold, <i></i> for italics, <u></u> for underline etc. can be used.
21	Form Name	Name of the sub form	Sub Form

How to upload permissible values?

Click here to expand...

For the fields created using drop-down, radio button, multi-select, and check-box controls, you can add the permissible values manually or can upload the text or CSV file containing the permissible values. Follow below steps to upload PVs:

Create text or CSV file of the permissible values to be added
From the add/edit control page, click on the 'Choose File' button from the 'Permissible Values' section
Choose the file of PVs to be uploaded and click on 'Upload' button

How to change control types?

User can the control type of the form fields e.g. change a dropdown field to multi-select field.

Click here to view the steps...

Click on a field in the from the left side menu
Click on 'Change Control Type'
A menu will pop-up to select the new control type for the field.
Select 'Multi Select List Box' from the dropdown and click 'Ok'
Click on 'Update' to confirm your actions for the field.

If collection protocol has a workflow configured with these fields defined in the dictionary section, you will have to change the control definition in the workflow as per the new control type selected in the UI.
More information on how to define the various control types: Attribute Types Examples

How to change the arrangement of fields?

User can change the placement of fields using the 'Field Placement' option.

Click here to view the steps

Go to the form to be edited and click on the field whose placement is to be changed
On the right side, in the 'Add/Edit Control' section, click on the 'Field Placement' dropdown
Selecting one option from 'Row Before', 'Row After', 'Same Row' will display another field 'Select Control' beside this

This will contain a dropdown with all the control names present in the form

The above example will place the field 'Surgical Pathology Number' before 'Procedure' field
Click on 'Update Control' to save the changes.
Selecting 'Last Row' option from 'Field Placement' dropdown will move the field to the last row, after all fields.

Subform fields ordering

Reordering fields within a subform is not supported via user interface. If you want to rearrange the fields wihtin the subform:

Download the form in XML format
Edit the XML to change the fields' order in the subform section
Import it back. The subform fields might appear twice but once refreshed, the order will be reflected as per changes in the XML.

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