Field Labels

Owned by TK Support (Unlicensed), created
Last updated: Mar 22, 2021 by TK Support
3 min read

Instructions

Label & Properties

Labels are used to identify items on a Form such as Section Headers or fields.  Labels are used to identify a form field when a form is exported or used in reports. If Labels are long and cumbersome, Users can define a Reporting Label within the Form Field which will take precedence over the related Fields Label.

  1. When a label or design tool is dragged and dropped into the form builder, the label or tool becomes active.  To edit an existing label or design tool in a form, simply click on the label or design tool to make it active. 

  2. An active tool is designated by the field having a moving dotted line (marching ants!).  

  3. When clicked, the Properties for the label or design tool will display in the properties section of the Form Builder as shown in the figure below.

When a New Label is dragged into the Form Builder body/grid, the Text Editor pop up window will display allowing the Label Text to be entered.

The following provides a description of each Label Property. 

General section

Text – Allows text to be added to identify a Section or a Form Field.

Tool Tip - Allows text to be displayed when a user hovers over the label.

To Add/Edit Text for a Label or Tool Tip, click the View/Edit link. This opens the Rich Text Editor which allows the label text to be entered and formatted.  For complete instructions on the Text, editor see the Form Builder – Rich Text Editor help document.

Data Section

Field - A label can be related to a specific data field, which will allow for the label to be hidden when a hide conditional action is added to the label’s associated field. The label associated to a field will be displayed as the data field's label in the data extracts if the data field does not have its own reporting label.

Include in Export - Allows the label to be exported in the data extracts.

In the example below, the weight field has two labels, but we want one of the labels to display in the data extracts next to the actual weight value. To do this, be sure the units label is related to the weight field, and the box to Include in Export is checked.

When a label is exported with the data in the data extracts, it will have a column name matching that of the field it is associated with and an "_Label" attached to the end.  For example, in the above image, the "Lbs" label will be included in the data exports next to the Weight value (PE_WT) and have a column header titled "PE_WT_LABEL".

Validation Section

Conditional Actions - Please see Conditional Actions (Field and Form Logic) for more information on creating conditional actions.

Layout Section

Used the Left, Top, Width and Height parameters to change the label’s physical size.

The General, Data, Validation, and Layout sections are collapsible when you click the panel icon.

Displaying Hosted Image or Graph

Displaying a hosted URL in your Case Report form is done through label properties:

Directions

  1. Drag a new label on form or 

  2. Edit existing label on the form

  3. Link on the form is positioned

  4. A text box that holds the ability to add in link

  5. Click add a link from editor toolbox

  6. Type in name of your link

  7. Hit OK to put a link of the form (#3)

  8. Save Form in the builder.

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