Summary
This article covers creating and editing forms.
Table of Contents
Mobile
1. Creating New Form:
1) Create a new form by tapping the “New” link from the top right of the mobile screen as shown below. New also will clear any existing fields off the screen and start all new.
2) Form name will be editable here. Name your form or wait until you go into the form properties described below.
3) The blank workspace will be a clean form to start your build.
4) Tap Properties to open up form properties.
2. Naming the form,
1) Tap Properties icon to open Form Attributes. (Remember no field can be highlighted on form)
2) Enter the desired Form Name in the field as shown in the figure below.
3) Tap back button to go back to form and save the form or begin your edit
3. Designate the Form Type using the dropdown list, as shown in the figure below. The Form Types that will appear in the dropdown list for forms created using the Study Form Builder are Site, Participant, and Study.
Read here about the form properties that can be set for the whole form, or continue reading on how to complete a form.
Every form must have at least one data field before it can be saved. For subject type forms, there must be a date field and it must be set as the visit transaction date.
4. Drag the date type field onto the form and name the field providing a reporting label
5. IMPORTANT!!! Select anywhere on the workspace to display the form properties. Do not have a field or label highlighted in other words. Now define the visit date field. Note - You will get a save error if you do not see a date field as transaction date in form properties.
6. Save the form. When the form is saved, the name (Sample Build Form) used here will populate existing forms in the form manager, be available for this study and all other studies in host to use in build, and will appear in various other areas of the system (depending on the Form Type and other assigned attributes).
Editing Forms
On Datatrak Direct Web portal or Datatrak Direct Mobile application. At this point in time, you can only edit Datatrak Direct Mobile "Parent" forms. To edit a form built on Datatrak Direct Web, you first need to target forms for mobile devices.
Tapping the OPEN icon will open the Existing Form Builder page. The Existing Forms data table will appear. Tap the name of the form to be edited as shown in the figure below.
1) Tapping form name will load the form into the Form Properties and allow a user to tap on the form to be opened up in form builder body/grid for editing.
To edit the form,
1) Tap the appropriate field in the Form Properties section, type in the changes, and
2) Tap the “Save” icon. Or "Save As" if creating a copy of existing edit as it's own stand-alone form.
Web
1. Creating New Form:
1) Create a new form by selecting the “Create New Form” link from the Links table as shown below.
2) The blank workspace will be a clean form to start your build from.
2. To name the form,
1) After clicking Create New Form link.
2) locate the Form Name field in the Form/Page Properties. Enter the desired Form Name in the field as shown in the figure below.
When the form is saved, the name (title) used here will populate existing forms the table at the top of the page, be available for this study and all other studies in host to use in build, and will appear in various other areas of the system (depending on the Form Type and other assigned attributes).
3. Designate the Form Type using the dropdown list, as shown in the figure below. The Form Types that will appear in the dropdown list for forms created using the Website Host Form Builder are User, Site, and Study. The Form Types that will appear in the dropdown list for forms created using the Study Form Builder are Site, Subject, and Study.
Read here about the form properties that can be set for the whole form, or continue reading on how to complete a form.
Every form must have at least one data field before it can be saved. For subject type forms, there must be a date field and it must be set as the visit transaction date.
4. Drag a date type field onto the form
5. Name the field and provide a reporting label
6. Select anywhere on the workspace to display the form properties. Then define the visit date field
7. Save the form
Editing Forms
To edit a form, open the Form Builder application from the Study menu.
Clicking the link will open the Form Builder page. The Existing Forms data table appears at the top of the page. Click the name of the form to be edited as shown in the figure below.
- Clicking the Form Name
- Will load the form into the Form Properties and
- Form Builder body/grid for editing
To edit the form, click in the appropriate field in the Form Properties section, type in the changes, and click the “Save Form” button.
Need more help?
Please visit the Datatrak Contact Information page.