Intro to Form Building

Last updated: June 9, 2025

Tutorial:

  1. Navigate to Forms List for your study.

  2. Click Add Form Template.

  3. Name the Form and click Entity Schema . Scroll and select ‘Create New Schema’.

  4. Edit the Form Info

    1. Make available as a PDF - Allows users to download their completed form in the download document study card - link to article, this is mainly used with informed consents and documents with signatures.

    2. Assign to a Sponsored Study Form Library - Allows study coordinators to assign this form to participants.

    3. Icon - click to assign an icon for the activities page.

  5. Click Form Editor to add questions and content to the form.

    1. You can navigate between Section and Form Element sections by clicking. This will open a panel on the right of the screen that will allow text editing.

    2. Section

      1. Sections function as pages within the app, to limit scrolling you can use one section per question.

      2. Click the + to add sections

      3. Click Add Transitions to create triggers to move between sections

    3. Form Elements

      1. To add a question or descriptive text, click “Add Form Element”.

      2. Click ‘Element Type’ and change to the desired Form Element type.

      3. When adding questions each answer is saved using the Schema Field under Data Configuration. Name your Schema Field with how you would want it saved in your reports when you export.

  6. To mark the end of a form:

    1. Create an Event Transition button

    2. Create an additional section. This will not be visible to users.

    3. Click “Section Type” and select “Final” on the last item of the form. Once a user reaches Final it marks the completion of the form.

    4. To the new section, add a Redirect form element and send users to the “Previous Screen”.

    5. Click Publish.

      To schedule when participants will receive your form update the Study Template.

    Pro Tips!

    Use section title names as headers to orient users. If not, click “hide section title”.

    Click “required field” to make questions mandatory.

    Click “show back button” to allow users to go back between questions.