Creating New or Editing Forms

Owned by TK Support, created
Last updated: Feb 26, 2022 by TK Support
4 min read

Creating new forms or editing existing forms can be done on both the web and iOS app as shown here below.

 

Creating New Forms

On the Web

  1. Create a new form by selecting the “Create New Form” link from the Links table as shown below.

  2. The blank workspace will be a clean form to start your build from.

To name the form:

  1. After clicking the Create New Form link.

  2. Locate the Form Name field in the Form/Page Properties. Enter the desired Form Name in the field as shown in the figure below.

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).

Designate the Form Type.

The Form types for Study level forms are Subject, Site, and Study. Forms will default to be subject type since these are most common

The Form types for Host level forms are User, Site, and Study.

 

Read here about the form properties that can be set for the whole form, or continue reading on how to complete a form.

Every form must have at least one data field before it can be saved. For subject type forms, there must be a date field and it must be set as the visit transaction date.

Drag a date type field onto the form

Name the field and provide a reporting label

Select anywhere on the workspace to display the form properties. Then define the visit date field

Save the form

Creating a new form on the iOS App

  1. 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.

  2. Form name will be editable here. Name your form or wait until you go into the form properties described below.

  3. The blank workspace will be a clean form to start your build.

  4. Tap Properties to open up form properties.

Naming the form

  1. Tap the Properties icon to open Form Attributes.  (Remember no field can be highlighted on form)

  2. Enter the desired Form Name in the field as shown in the figure below.

  3. Tap the back button to go back to form and save the form or begin your edit

 

Designate the Form Type using the dropdown list, as shown in the figure below. The Form Types that will appear in the dropdown list for forms created using the Study Form Builder are Site, Participant, and Study.

Read here about the form properties that can be set for the whole form, or continue reading on how to complete a form.

Every form must have at least one data field before it can be saved. For subject type forms, there must be a date field and it must be set as the visit transaction date.

 

Drag the  date type field onto the form and name the field providing a reporting label

Tap anywhere on the workspace to display the form properties. Do not have a field or label highlighted in other words.  Now define the visit date field.  Note - If this step is not done, the system will auto-assign the first date field on the form or else display a message. 

Save the form.  When the form is saved, the name (Sample Build Form) used here will populate existing forms in the form manager, 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).

Editing Existing Forms

On the Web

To edit a form, open the Form Builder application from the Study menu. 

Clicking the link will open the Form Builder page. The Existing Forms data table appears at the top of the page. Click the name of the form to be edited as shown in the figure below.

  1. Clicking the Form Name

  2. Will load the form into the Form Properties and

  3. Form Builder body/grid for editing

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.

Tapping the OPEN icon will open the Existing Form Builder page. The Existing Forms data table will appear. Tap the name of the form to be edited as shown in the figure below.

  1. Tapping the form name will load the form into the Form Properties and allow a user to tap on the form to be opened up in the form builder body/grid for editing.

 To edit the form, 

  1. Tap the appropriate field in the Form Properties section, type in the changes, and 

  2. Tap the “Save” icon.  Or "Save As" if creating a copy of existing edit as it's own stand-alone form.

 

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