This article covers all objects and field types 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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The more user-friendly name is given to a variable/field. If this exists, it will be displayed throughout the system in place of the main Field name. Ad-hoc reporting and data exports display the field name by default.
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Number field is being used to computed compute a value that users don’t need to see during data entry
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Displays a static image similar to how a text label displays static text. To select an image to display within an image label, it first must exist in the central Image Library.
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Spacer
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If no image is defined for the image label, it will display as an invisible object which can serve to space objects apart from one another. When using an image label as a spacer, be sure to include the property “Upon Render, Omit Outline”.
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Help buttons can be used to embed reference information, such as documents, external URLs, or bodies of text into a popup window. They are useful to keep a form simplified and focused on the data entry, rather than putting large amounts of text directly onto the form.
The key factor of a help button is what will happen when the user taps on it. There are three options detailed more below. Those are:
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Enabling this will map the button to the consent PDF defined within the Informed consent configuration settings. Usually mapped to the site-specific Informed Consent document that has been upload uploaded in the Site Documents Section.
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The uploaded Informed Consent document that you upload in the site documents must not have any spaces within the file name. |
Webpage URL
Opens a specific webpage specified web URL in a separate tab for the user. Read user’s reference. Alternative to linking to a public URL, 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.
Quick Help Text
Opens a window with help text for the .
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When defining a URL in the help button properties, the complete URL must be defined. Example: http://www.crucialdatasolutions.com . Not including the protocol (typically http or https) will prevent the page from opening. |
Quick Help Text
Opens a window with help text for the user to read
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The option to display consent PDF will override the last other options of (displaying a web page or help text.) |
Table (Normalized Table)
A Normalized Table is a sub-form used to log 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.
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The Special Type dropdown control allows users to designate the field for a special purpose including:
Populating Name of a randomization configuration - for populating a Randomization ID
Populating an Inventory Item from IWRS
Barcode scanning (mobile attribute)
Memo
The Memo Field allows for the storage of large amounts of alphanumeric information. Some typical uses for this data type would be notes, comments, or descriptions.
The Memo Properties enable the Form Designer to define how the memo field will be configured to capture the desired information. When a Memo form field is dragged and dropped onto the Form Builder body/grid, the Memo Properties appear in the Toolbox as shown in the figure below.
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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.
When an Email Address form field is dragged and dropped onto the Form Builder body/grid, the Email Address Properties appear in the Toolbox as shown in the figure below.
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Properties specific to email address fields
Special Type
The special type selected here is Subjects Email.
Mask E-Mail
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 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.
To add a barcode field to a form, use the Barcode field within the mobile app form builder or a text field on the web form builder (with special property type “Barcode”)
Placing special type bar code scanning field steps. See figure below:
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 on the right side of the field.
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Once a barcode is scanned, in addition to auto-filling the barcode field, the system can instantly access the FDA device registry to auto-fill other device-related data. An example is shown here:
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To auto-fill device data from the FDA's database, the following field naming conventions must be used, where the items below need to be appended to the end of each of the corresponding fields:
_DEVBARCODE_003
_EXPIRATION_DATE_003
_LOT_NUMBER_003
_UDI_003
_ISSUING_AGENCY_003
_DI_003
_BRANDNAME_003
_VERSIONMODELNUMBER_003
_COMPANYNAME_003
_GMDNPTDEFINITION_003
) - Adds a barcode scanner to the field when displayed on the mobile app
ICD lookup - Allows a user to click on the field to open a quick search for ICD codes. Read more here.
Regular Expression (RegEx)
This allows a study designer to require specific formatting in a text field based on a predefined expression. Read here for more info about regex functionality. This field property is also available for Memo type fields if longer strings of text are required in data entry.
A Regex error message can also be defined. This will fire as a query if the data entered does NOT match what the expression requires. Here’s an example:
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RegEx Examples
Objective | Expression |
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Only enter numeric characters 0-9 with a maximum limit of six characters | ^[0-9]{1,6}$ |
Alphanumeric string, upper and lowercase characters, with a minimum limit of 10 and a maximum limit of 20 | ^([a-zA-Z0-9_-]){10,20}$ |
Only allow 10 numeric digits | ^[0-9]{10}$ |
Must be a 10-digit US phone number with hyphens included | ^\d{3}-\d{3}-\d{4}$ |
Memo
The Memo Field allows for the storage of large amounts of alphanumeric information. Some typical uses for this data type would be notes, comments, or descriptions.
The Memo Properties enable the Form Designer to define how the memo field will be configured to capture the desired information. When a Memo form field is dragged and dropped onto the Form Builder body/grid, the Memo Properties appear in the Toolbox as shown in the figure below.
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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.
When an Email Address form field is dragged and dropped onto the Form Builder body/grid, the Email Address Properties appear in the Toolbox as shown in the figure below.
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Properties specific to email address fields
Special Type
The special type selected here is Subjects Email.
Mask E-Mail
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 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.
To add a barcode field to a form, use the Barcode field within the mobile app form builder or a text field on the web form builder (with special property type “Barcode”)
Placing special type bar code scanning field steps. See figure below:
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 on the right side of the field.
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Once a barcode is scanned, in addition to auto-filling the barcode field, the system can instantly access the FDA device registry to auto-fill other device-related data. An example is shown here:
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To auto-fill device data from the FDA's database, the following field naming conventions must be used, where the items below need to be appended to the end of each of the corresponding fields:
_DEVBARCODE_003
_EXPIRATION_DATE_003
_LOT_NUMBER_003
_UDI_003
_ISSUING_AGENCY_003
_DI_003
_BRANDNAME_003
_VERSIONMODELNUMBER_003
_COMPANYNAME_003
_GMDNPTDEFINITION_003
Number Types
Number
Number fields store numerical values. Both decimals and whole numbers are supported. Which numerical format is accepted is determined by the Number Properties selected for the Number field.
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A tappable standard numerical horizontal scale of 1-10 is common for use in rating pain.
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Choices can also be imported in bulk if there are many to create. This is done via a 2-column CSV file. Read more here.
Special Type
Used to map the choices to one of the following:
Country List
Language List
Visit Interval
Inventory Lists
Medical Coding attributes
Local labs
Adjudication Final
This attribute is only applicable for forms being built to perform adjudication. Enabling this on a choice field tells the system that this variable should be compared during adjudication moderation. Read more here on configuring adjudication.
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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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. You can use one field object to handle scenarios where users might need to Select all choices that apply.
This is alternative to having multiple check boxes which each act as separate variables.
A unique aspect of this field type is with its use when mapped to Inventory via its “special type” field property. It will display an icon next to it which opens a popup reference window of the inventory available at the current site. Example here:
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Date/time
Date/Time fields are used to collect dates and/or times on a form. For all Subject CRFs, at least one of these is required.
Drag out as many date fields as needed:
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For subject type forms, use the form properties to identify one of the date fields as the visit/transaction date.
This is the date field that the system will use to calculate visits or date windows as needed.
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Properties specific to Date/Time fields
Date/Time Type (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.
Time - (Date+time) Both the date and time will be entered by the user. Due to the field type, this must be a full date+time. Users will not have the option to keep either one blank if only part of it is known. To give users the option to add one or both, we advise splitting the date and time into separate fields or adding a checkbox for the user to tick if one portion is unknown.
Time with seconds - Similar to the Date+time field, but including seconds as well.
Time Only - The user will enter only a time
Time Only with seconds
Partial Date - Read more below
By default, all users on the system will see the 24-hour time format on all time fields. Users can independently change their preferences to the 12-hour format if they choose.
When users enter midnight as a time in 24-hour format, some users will input 2400 and others will enter 0000. If entering 24, the system automatically kicks the value down to the next acceptable value, 23. The accepted format for midnight is 0000.
Note, the appearance of the field in the form builder will not reflect the time control option chosen. The form can be tested in the Subject Manager to view how the users will see the field and do the data entry.
Partial Date
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 form visit/transaction date in the form properties, do not make it a partial date.
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The system cannot use partial dates as the form's transaction date. |
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At this time you cannot do range checks or ANY conditional actions on Partial Date fields. (Planned update coming) |
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Do not change an existing time date field to a partial date. You need to delete and start with a new field AND A NEW FIELD NAME. |
Checkbox
Checkbox Fields enable Form Designers to provide a number of fields from which multiple selections can be made and stored individually as “True” (checked) or “False” (unchecked).
Checkboxes are rendered in the Form Builder preview mode or on a form as a square box. A check is stored as a value of TRUE. Unchecked is stored as FALSE.
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Checkboxes do not support the required attribute because a value of false is still a value. |
A label describing each checkbox is normally displayed adjacent to the checkbox as shown in the figure below. A checkbox can be selected (or deselected) by clicking the mouse inside the checkbox field on the form.
When a Checkbox form field is dragged and dropped onto the Form Builder body/grid, the Checkbox Properties appear in the Toolbox as shown in the figure below.
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Properties specific to Checkbox fields
Text
This sets a visual label to go with the checkbox (not shown in data exports). An alternative to this is by using a label separately like other field types. The difference is, using an embedded label via this property helps the form render the checkbox and label as one object.
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
Paper Consent
Applicable for studies using eConsent, but where some patients in the study are providing consent via any other means.
Select this option for one checkbox on the form if the form where the checkbox resides is the registration form for the study. The system will use this to check if the patient should be forced to consent electronically or if consent is being provided another way (checkbox gets checked on the registration form for that patient).
Multi-Media Types
Audio, Image, and Video - App Only
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Multi-Media Fields are for use with the TrialKit mobile application only! |
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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Each of the special type media fields will be displayed on the mobile app as shown below.
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 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 preview your audio. To re-record just repeat the steps.
Still Photo Upload Fields 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.
Video Upload Fields enables the production and upload of a video into a patient record. Play the video by clicking the play icon.
Please note videos must be 60 seconds or less to upload successfully.
Signature
Allows for the user to draw on the screen to store the drawing as an image.
Sketch Pad
The Sketch Pad field allows the Form Designers to provide an area on the form where the user can “sketch” on the form. The Sketch Pad can include a background image and may be used for a user to circle their area of pain on the displayed image.
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Due to the touch requirement, this field type only renders on the mobile app. The web form will only display the background image itself, similar to an image label object. Users must be on the mobile app during data entry to draw on top of that image. |
The unique properties for the sketch pad are the following:
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.
Activity Ring - iOS Only
Allows the user who is entering data, when connected to an Apple Watch, to pull in activity data.
Upload
A File Upload field can be created on a form by the Form Designer which allows the user to upload a file within a form.
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Please note there is a 50 Mb file size limit. Please contact us if interested in a larger volume file repository. |
Review the image below for the following:
When a File Upload field type is
Dragged and dropped onto the form builder body/grid
The file upload properties appear in the toolbox as shown in the figure below.
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The following is an example of how a File Upload field works in a form.
Select the Choose File button (Chrome and Safari browsers) or the Browse… button (Firefox and Internet Explorer browsers) in the File Upload Field as shown in the figures below.
The figure below shows the File Upload field when viewed in a Chrome or Safari browser
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While the figure below shows the File Upload field when viewed in a Firefox or Internet Explorer browser.
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This opens the file directory window where the appropriate directory and
The appropriate file can be selected.
When the desired file has been selected the document title will appear as shown in the figures below.
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Click open and then the Upload button. When the file has completed the upload process, the file name will be displayed below the Upload progress bar as shown in the figures below.
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When the form is saved, the File Name and Date Uploaded window appears on the form as shown in the figures below.
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The uploaded file can be accessed using the File Repository Menu… link from the Study menu as shown in the figure below.
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When the File Repository… link is selected, the Study Document Manager page containing the Current Study Documents data table is displayed as shown in the figure below.
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Notice the uploaded document uploaded in the example earlier now appears here in the Current Study Documents data table. In addition, the Name column (highlighted in the figure below) contains a link to the document viewer within TrialKit as shown in the figure below.
The Date Uploaded, Name, Form Name, Document Type, and File Type columns are sortable columns.
The Download icon can be used to download the selected file for viewing, printing, or saving in another location as shown in the figure below.
The Image Name and
Form filters located in the Current Study Documents header can be used to locate the desired form that has been uploaded to the File Repository.
The Rows dropdown also located in the Current Study Documents header can be used to select the desired number of rows to display in the table.
For additional information about the Study Document Manager, please see the File Repository help document.
📲 Share or Open in Web
Once choices in this field are selected, it will display up to five selected choices for other users viewing the form. If more than five selections have been made, it will read, for example, “6 selected”. A user viewing the form later on would need to hover or tap on the field to see which choices were selected.
Considering between use of checkboxes or a multi-select field
Checkboxes are separate variables, and will be presented as unique columns in the data exports
A checkbox is always true or false (never blank), but a multi-select field can be blank.
If an edit check is needed to see if 'x' number of choices are selected, checkboxes would be needed.
Selecting Multiple products from an inventory list
A unique aspect of this field type is with its use when mapped to Inventory via its “special type” field property. It will display an icon next to it which opens a popup reference window of the inventory available at the current site. Example here:
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Date/time
Date/Time fields are used to collect dates and/or times on a form. For all Subject CRFs, at least one of these is required.
Drag out as many date fields as needed:
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For subject type forms, use the form properties to identify one of the date fields as the visit/transaction date.
This is the date field that the system will use to calculate visits or date windows as needed.
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Properties specific to Date/Time fields
Date/Time Type (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.
Time - (Date+time) Both the date and time will be entered by the user. Due to the field type, this must be a full date+time. Users will not have the option to keep either one blank if only part of it is known. To give users the option to add one or both, we advise splitting the date and time into separate fields or adding a checkbox for the user to tick if one portion is unknown.
Time with seconds - Similar to the Date+time field, but including seconds as well.
Time Only - The user will enter only a time
Time Only with seconds
Partial Date - Read more below
By default, all users on the system will see the 24-hour time format on all time fields. Users can independently change their preferences to the 12-hour format if they choose.
When users enter midnight as a time in 24-hour format, some users will input 2400 and others will enter 0000. If entering 24, the system automatically kicks the value down to the next acceptable value, 23. The accepted format for midnight is 0000.
Note, the appearance of the field in the form builder will not reflect the time control option chosen. The form can be tested in the Subject Manager to view how the users will see the field and do the data entry.
Partial Date
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 form visit/transaction date in the form properties, do not make it a partial date.
| Info |
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The system cannot use partial dates as the form's transaction date. |
| Info |
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At this time you cannot do range checks or ANY conditional actions on Partial Date fields. (Planned update coming) |
| Note |
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Do not change an existing time date field to a partial date. You need to delete and start with a new field AND A NEW FIELD NAME. |
Checkbox
Checkbox Fields enable Form Designers to provide a number of fields from which multiple selections can be made and stored individually as “True” (checked) or “False” (unchecked).
Checkboxes are rendered in the Form Builder preview mode or on a form as a square box. A check is stored as a value of TRUE. Unchecked is stored as FALSE.
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Checkboxes do not support the required attribute because a value of false is still a value. |
A label describing each checkbox is normally displayed adjacent to the checkbox as shown in the figure below. A checkbox can be selected (or deselected) by clicking the mouse inside the checkbox field on the form.
When a Checkbox form field is dragged and dropped onto the Form Builder body/grid, the Checkbox Properties appear in the Toolbox as shown in the figure below.
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Properties specific to Checkbox fields
Text
This sets a visual label to go with the checkbox (not shown in data exports). An alternative to this is by using a label separately like other field types. The difference is, using an embedded label via this property helps the form render the checkbox and label as one object.
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
Paper Consent
Applicable for studies using eConsent, but where some patients in the study are providing consent via any other means.
Select this option for one checkbox on the form if the form where the checkbox resides is the registration form for the study. The system will use this to check if the patient should be forced to consent electronically or if consent is being provided another way (checkbox gets checked on the registration form for that patient).
Multi-Media Types
Audio, Image, and Video - App Only
| Info |
|---|
Multi-Media Fields are for use with the TrialKit mobile application only! |
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.
...
Each of the special type media fields will be displayed on the mobile app as shown below.
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 Fields 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 preview your audio. To re-record just repeat the steps.
Still Photo Fields 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.
Video Fields enables the production and upload of a video into a patient record. Play the video by clicking the play icon.
Please note videos must be 60 seconds or less to upload successfully.
Signature
Allows for the user to draw a handwritten signature inside of a box. This gets stored stored as a .png image file with the form data.
Sketch Pad - App only
The Sketch Pad field allows the Form Designers to provide an area on the form where the user can “sketch” on top on a static/defined image.
| Info |
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Due to the touch requirement, this field type only renders on the mobile app. The web form will only display the background image itself, similar to an image label object. Users must be on the mobile app during data entry to draw on top of that image. |
The unique properties for the sketch pad are the following:
Background Image - Allows the Form Designer to select an image to be displayed as the background of the Sketch Pad. The background images to choose from are in stored in the Image Library. Images will be sized to fit in the size of the Sketch Pad box. In other words, if the image is distorted, adjust the field size to the appropriate height/width.
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. By default, the color is set to black.
Activity Ring - iOS Only
Allows the user who is entering data, when connected to an Apple Watch, to pull in activity data.
Upload
File Upload fields allow a data-entry user to upload a file within a form.
| Info |
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Please note there is a 200 Mb file size limit. |
Review the image below for the following:
When a File Upload field location
Example after being dropped onto the form
The file upload properties appear in the toolbox as shown in the figure below.
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During data entry the File Upload field displays a Choose File or Browse button depending on which browser is used. A user can click on the Choose File button and select a file from the desired directory or sub-directory within the user’s local computer/network.
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This opens the file system on the computer to select a file. After selecting a file, tap the upload button
When the file has completed the upload process, the file name will be displayed below the Upload progress bar as shown in the figures below.
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When the form is saved, the File Name and Date Uploaded window appears on the form as shown in the figures below.
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The uploaded file can be accessed either directly on the form where it was saved or in the central Administrative File Repository
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