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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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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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)) - 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. A Regex error message can also be definedThis 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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Memo
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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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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.
Properties specific to Radio fields
Orientation
The Orientation dropdown control allows the Form Designer to select how the Radio Group Field Choices will display on the form. The Orientation dropdown choices are shown in the figure below:
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To select the orientation in which the Radio Group will be displayed, use the mouse to highlight and then click on the desired choice.
Horizontal – Selecting “Horizontal” displays the Radio Group field choices horizontally (across the page from left to right) as shown in the figure below.
Vertical – Selecting “Vertical” displays the Radio Group field choices vertically (down the page from top to bottom) as shown in the figure below.
Multi-Column – The Multi-Column choice is currently non-functional but is reserved for future use. It will be used in conjunction with the Group Property which is also currently non-functional.
Multi-Select Field
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.the user to see all choices on screen rather than first tapping to see all choices.
Properties specific to Radio fields
Orientation
The Orientation dropdown control allows the Form Designer to select how the Radio Group Field Choices will display on the form. The Orientation dropdown choices are shown in the figure below:
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To select the orientation in which the Radio Group will be displayed, use the mouse to highlight and then click on the desired choice.
Horizontal – Selecting “Horizontal” displays the Radio Group field choices horizontally (across the page from left to right) as shown in the figure below.
Vertical – Selecting “Vertical” displays the Radio Group field choices vertically (down the page from top to bottom) as shown in the figure below.
Multi-Column – The Multi-Column choice is currently non-functional but is reserved for future use. It will be used in conjunction with the Group Property which is also currently non-functional.
Multi-Select Field
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.
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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