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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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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;

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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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• 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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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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