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Forms can be imported from central form libraries for the purpose of coping the forms from one study to another without needing to rebuild them.

Importing Forms

Forms are imported into the Website Host and Study Level form builder application by clicking the Import Form link in the Links table as shown in the figure below.
NOTE: User’s need to verify they are working in the correct Sponsor and Study in the Right Client Zone.

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When importing forms, Users should only import Forms that are Form Types created or used at that Level.  Form types that are not part of a Form Builder Level are not related to the level and therefore do not display in the related applications.  For example, if a User wants to Import a Subject Form and import it into the Website Host Level Form Builder, the Form will not display in the Website Host Level applications or Study Level applications. Below are the Form Types created and used at each level of the system.

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Select Many – clicking the checkboxes in the appropriate form row allows the user to select as many forms as desired. After clicking the checkboxes the User simply clicks the Import Checked Forms button at the bottom of the window and the selected forms will display in the Existing Forms Data Table of the Form Builder.

Delete – Clicking the Delete control in the selected form row removes forms completely from the system.

* Clicking the column header sorts the column

(Remember, if a User does not see certain controls, the granted rights to use them have not been granted.)

The Library dropdown allows the user to select “All” to display all Forms that have been exported to created libraries.  To select a specific library of forms, click the Library drop-down and select the desired library of forms as shown in the figure below.  Once checked, the forms for the selected library will display in the Existing Forms Data Table.

The Rows dropdown allows the user to select the number of Rows displayed in the table.

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To select a single Form to import, click the Select control in the Form Row. To select multiple forms to import, click the check box in each form row and then click the Import Checked Forms button as shown in the figure below.

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Then click the Export Form button. 

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For information on Creating Form Libraries, see the Help files on Form Libraries.

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