Instructions
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Sharable link: https://crucialdatasolutions.atlassian.net/servicedesk/customer/kb/view/222396689
When a text field is dragged and dropped into the form builder workspace or an existing text field is selected, the text properties appear in the toolbox as shown below. Text fields are designed to store single or multiple lines of alphanumeric text (unless a Field Mask is defined as discussed below).
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The following sections describe the various properties available for Text fields.
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Data
Field Name – The field name allows the form designer to define the field name stored in the database. Field names can be defined by the user or the default field name can be used; however, it is recommended that field names be defined by the user because they are utilized when creating conditional actions and identify the field in other areas of the system. Therefore, for ease of use and to easily locate and identify fields it is also recommended some sort of standardized naming convention be adopted and used that will be easy to understand when the study data is being viewed in reports or in an exported format. For example, a subject registration date field might be named SUBJREG_DATE. The first part of the field name is the form name (Subject Registration – abbreviated as “SUBJREG.” The second part of the name indicates the actual field (DATE). Field names can be edited as long as the form in which the field exists is not part of a published version. All field names are capitalized by default. Therefore, if a field name is typed in lower case after the cursor is moved from the field, the text will automatically convert to uppercase text. Field names have a maximum length of 30 characters AND cannot begin with a number.
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If a reporting label is not set, the system will always default to using the field name.Note: Text labels
Field Labels themselves can be related to the field they are associated with, via the 'Field' property. This simply causes the text label to follow the behavior of the related field in the event of hide logic being used on the field. The 'Field' property of text labels does not impact field naming in any way.
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General
Type – Fields that are similar in design can be changed to other field types. Using the Type dropdown a “Text” field can be changed to a “Memo” field type using the Type dropdown as shown in the figure below.
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Text – selecting “Text” allows any combination of text, numeral and symbols to be entered into the field;
Memo – selecting “Memo” allows for the entry of large amounts of alphanumeric information into the field and allows for scrolling (for specific information about creating a Memo Form Field, see the Memo Properties section below).
Maximum Length
The Maximum Length field allows the Form Designer to set the maximum number of characters allowed in the field. If the Maximum length is not defined, the default length is 10 characters. To designate a Maximum Length for the field, simply enter the desired number of characters for the field to accept as shown in the figure below.
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Field Mask
The Field Mask allows the Form Designer to set a pattern of how the text should appear in the field when the data needs to be entered in a certain way.
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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.Note,
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.
ToolTip
The ToolTip field is an optional property that can be used at the field level to provide a “Tip” or “Help Message” explaining how to complete the field or provide a reason or explanation for the field. The user will see the tip message when they hover over the field on a desktop browser.
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Special Type – The Special Type dropdown control allows users to designate the field for a special purpose including:
Medical Coding attribute
Randomization ID
Inventory Item
Barcode scanning (mobile compatible).
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Validations
Validations allow the Form Designer to define conditions that a field(s) value must meet (or not meet). The most common method is via Conditional Actions Overview .
Required – Selecting the “Required” checkbox indicates the field must be completed. If the field is not completed, when the form is saved an error message will be displayed indicating, “This field is required”.
The exception to this rule will be when the field is being conditionally hidden.
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Layout
The Layout Properties enable the Form Designer to designate the exact location on the Form Builder body/grid where the Text Field will be placed. The Layout properties allow the Form Designer to align various fields in a form so they are uniform and the appropriate size when the form is rendered.
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Width – This field allows the Form Designer to designate the width of the Text Field. The width of the field can be expressed in pixels or a percentage using the dropdown control.
Pixels – This dropdown choice allows the Form Designer to designate the width of the Text Field by the number of pixels.
Percent – This dropdown choice allows the Form Designer to designate the width of the Text Field as a percentage of the total Form width. For example: If the width of the form is designated in the form properties is 800 pixels and a Text Field Width of 50 percent is selected, the Text Field Width will be 400 pixels wide (half the width of the Form).
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