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When the form is saved, the name (title) used here will populate existing forms the table at the top of the page, be available for this study and all other studies in host to use in build, and will appear in various other areas of the system (depending on the Form Type and other assigned attributes).
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Designate the Form Type
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The Form types for Study level forms are Subject, Site, and Study.
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Forms will default to be subject type since these are most common
The Form types for Host level forms are User, Site, and Study.
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Read here about the form properties that can be set for the whole form, or continue reading on how to complete a form.
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Select anywhere on the workspace to display the form properties. Then define the visit date field
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Save the form
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Creating a new form on the iOS App
Create a new form by tapping the “New” link from the top right of the mobile screen as shown below. New also will clear any existing fields off the screen and start all new.
Form name will be editable here. Name your form or wait until you go into the form properties described below.
The blank workspace will be a clean form to start your build.
Tap Properties to open up form properties.
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To edit the form, click in the appropriate field in the Form Properties section, type in the changes, and click the “Save Form” button.
Version Override saving
If the form needs to be edited on a version that is already published, the save option will not be available by default. Its normally suggested to group changes together under new versions.
Read more here about Form Versioning
On the iOS App
To edit a form first need to understand where the form was built. On TrialKit Web or TrialKit Mobile. At this point in time, you can only edit TrialKit Mobile "Parent" forms. To edit a form built on TrialKit Web, you first need to target forms for mobile devices.
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