This article covers all objects and field types which that can be placed onto forms within the form builder. The mobile app supports some additional field types that are not supported on the web browser. These are noted in the table of contents list below.
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Fields can be dragged out from the toolbox onto the form canvas. Once a field is on the canvas, tap on it to access the underlying field properties. Examples are shown below on both the web and mobile app interface:
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Each form object has its own set of unique properties. Those are included in the corresponding descriptions of each field below. Some properties are common across all field types.
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Field Name (data fields only)
The variable name was given to the field (data fields only). This is alphanumeric with no spaces. This is where naming conventions like CDISC or SDTM can be used.
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Make a data variable required when its it's not being hidden. Error displays to the user when the field is left blank.
Conditional Actions
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When a New Label is dragged into the Form Builder body/grid, the Text Editor pop-up window will display allowing the Label Text to be entered.
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A label can be related to a specific data field, which will allow for the label to be hidden when a hide conditional action is added to the label’s associated field. The label associated to with a field will be displayed as the data field's label in the data extracts if the data field does not have its own reporting label.
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In the example below, the weight field has two labels, but we want one of the labels to display in the data extracts next to the actual weight value. To do this, be sure the units unit label is related to the weight field, and the box to Include in Export is checked.
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Opens a specific webpage for the user. Read how to create custom web pages within the system to create links to. Note, custom pages will be publicly accessible (do not require sign-in) for anyone with the URL.
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The option to display consent PDF will override the last the options of displaying a web page or help text. |
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A Normalized Table is a sub-form used to log repeating repeating records of data within a single ‘Parent’ record where the table exists. A common example is the medical history form. Medical history is normally collected just one time during a subject's screening, but the amount of data collected is unknown, so it's often necessary to have a table within the form so the user can enter data all at once. The alternative to this is a Log Form where the user can enter a record, save and then enter a new record.
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Field properties display in the left column as form fields are added to the builder. User’s select field properties by typing, clicking on links, or clicking on the properties.
Once the normalized table is created, users can single-click on the table to activate the properties panel. The properties for a normalized table are below.
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Select this to open up the list of field types which that are included in the table, or drag out new field types to add
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The characters on this page define what the user will be allowed to enter. Any other character used will be counted as a "literal" meaning it will be displayed as-is.
If the intention is simply to populate a text field fully, when the user does not need to enter any text of their own, field masking should not be used. The suggested method, in that case, is to use a text label and set the label to be included in the data exports.
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Properties specific to memo fields:
Maximum Length
The Maximum Length property allows the Form Designer to set the maximum number of characters allowed in the field. The system default is 3,000 characters. To set a different limit of up to 10,000 characters, enter a value in the Maximum Length property.
The Email Address Field is a text field designed to store text formatted as an email. Only syntactically correct email addresses are accepted in the field when the form is completed.
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By checking this, the email will be masked with hidden characters when typing within the form.
Barcode (App Only)
A Barcode scanner is a text field with access to open a camera (when completed via the mobile app). When the camera is opened, it will scan for one of 21 different barcode barcodes or QR types to pull the text automatically into the data field. Additionally, FDA device registry data can be automatically pulled into other fields on the same form if applicable.
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Select text field from the form properties area of toolbox
Drag field on the form and add a proper label
Name the field and reporting label
Set field length to proper length to fit in the entire bar code. Default is 10.
Select Special Type field called Bar code (Mobile) from the drop-down selection
Click the Save Form button
Here is an example of a form that collects a barcode value. On the TrialKit mobile app, users can directly scan barcodes into the form by tapping the barcode icon at on the right side of the field.
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Non-numerical values are not accepted in number of fields.
When a Number field is dragged and dropped onto the Form Builder body/grid, the Number Properties (labeled #1 in the figure below) will appear in the Toolbox.
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Due to the touch requirement, this field type only renders on the mobile app. The web form will display as a numeric entry. |
The unique properties for the VAS field are the following:
Tick Attributes - Allows This allows the Form Designer to change the size, spacing, and number of ticks that will be displayed on the scale
Ball Size - Controls the size of the ball the user grabs and slides up and down.
Upper Descriptor - Sets the text to be displayed at the high end (top) of the VAS field
Lower Descriptor - Sets the text to be displayed at the low end (bottom) of the VAS field
Number of Steps - Works with the step increment to set the high value of the scale. For example, if you have 5 steps and 2 step increments, the top of the scale will be 10. If only 1 step increment was used, the max of the scale would be 5
Step Increment - How many steps will be shown on the scale. If 2 steps are used with 10 number of steps, the user will see 2, 4, 6, 8, …. all the way up to 20 for the max value of the scale
Start Step - The Form Designer can start where to start the bottom of the scale.
Score Box - When the user slides the scale up and down the value or “score” of where the slider stops is shown to the left of the slider control
Score Label Title - Allows the Form Designer to name the value or “score”. For example, Pain Scale
Hide Score Box - If “On” will hide the value or “score” of the slider from the user.
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Choices can be moved in order by dragging them in into the list. Choice text and coded values can also be edited.
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Single-Select Radio
These are similar to the dropdown fields described above, but allow the user to see all choices on screen rather than first tapping to see all choices.
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Properties specific to Date/Time fields
Date/Time Type (
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Time Control)
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None - (Time only) Only the date will be entered by the user. This will need to be a complete date. If the user deletes a part of the date, the system will auto-fill it to make it a real date. This is the most common option used.
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Time with seconds - Similar to the Date+time field, but including seconds as well.
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Users will be able to select a date and delete a part that is unknown. Any part of the date that is deleted will be auto-completed with zeroes. If the month is deleted, the day will also be automatically zeroed out. Partial Dates will only be displayed in the format, DD-Mon-YYYY. If a date field is set as the forms form visit/transaction date in the form properties, do not make it a partial date.
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Be sure the checkbox width is set long enough to support the text label if it is being used. Otherwise, the text may wrap underneath the checkbox
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These are similar to single-select choice fields with both text and coded values, but they allow a user to include multiple choices in their selection which then get stored as comma-delimited codes.
Multi-Media Types
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https://crucialdatasolutions.atlassian.net/wiki/pages/resumedraft.action?draftId=227901506 fields that have a “Special Type” property (TrialKit mobile app only) that allows the Form Designer to capture data using the following media fields when the form is opened on a user's mobile app:
Analog Signature - Use finger/stylus to sign or scribble on a form
Audio Recording - Record audio to an mp3 file
Still Image - Snap a photo to a jpeg file
Video Recording - Record a video to an mp4 file
To set up one of these fields for use on mobile devices, use the Special Type property highlighted below for upload fields.
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Analog Signature allows users to sign their screen or hand-held device and make a copy of their signature that can be attached to the patient record.
Audio Upload Fields allow allows a user to speak into a hand-held device microphone and directly upload an audio file to a patient record. Tap the red record button to start recording, tap the square box to stop recording. Tap the play button to review preview your audio. To re-record just repeat the steps.
Still Photo Upload Fields allow allows a user to take pictures in real-time or select an existing photo from a camera roll and upload it to a patient record. Tap on the camera icon to take a photo from the device or select the camera roll icon to choose an existing photo from a hand-held device.
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Allows for the user to draw on the screen to store the drawing as an image.
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Background Image - Allows the Form Designer to select an image to be displayed as the background of the Sketch Pad. The images listed in the dropdown box are images that were uploaded through the Website Host ->Image Library Page. Images will be sized to fit in the size of the Sketch Pad
Brush Site (1-20) - Allows the Form Designer to set the brush size that is used to draw on the Sketch Pad area.
Color (RGB) - The Form Designer can choose the color of the brush that is used when drawing on the Sketch Pad by sliding the amount of Red, Green, or Blue colors. A preview of the color will be shown in the properties panel.
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Please note there is a 50 mb Mb file size limit. Please contact us if interested in a larger volume file repository. |
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