Preview forms in Draft mode

Study designers can now preview a form's design while in Draft mode, to address any issues and make necessary adjustments before moving a study version to Testing.

With this new feature, study designers can preview forms during design. Beside your own ability to preview a form, you can share preview links to other users in your study team to get feedback before releasing the study version for Testing. This allows users to quickly address any issues that may arise during data collection and make the necessary adjustments while the study design is still available in Draft mode.

Before you work with this feature

To either preview forms or share preview links, you must have at least one of the following permissions for the given study:

Note:

Users with a preview link can forward the preview form invite; however, only authorized users can access the form preview.

Design Forms
Design Randomization
Design SDV Properties on Forms
Design Supplies and Dispensation
Design Visits and Events
Move a Study Design to Testing or Production
Run the Study Design Report
Run the Study Rules Report
Upload and Generate Inventory Lists
Upload and Generate Randomization Lists
View Study Design

Details for study designers and other sponsor users

This feature is available for one and two-section forms, as well as lab forms. Previewed forms display as they would within a visit in a live study. Additionally, users can enter mock data to also preview dynamic questions and dynamic sections. Repeating rows get displayed on their tabular form and, by clicking on any data entry field, the data entry view can be expanded. In the case of lab forms, the preview gets rendered successfully; however, lab normal ranges are not validated.

When accessing through a preview link, if the form design is no longer in Draft mode but still exists within the given study version (whether in Testing or Production), users get to see the latest version of the form. If the requested form is not available for preview, users get notified if the requested form doesn't exist, if it has been deleted, or if you are not authorized to access it.

You can find additional information on the Study Designer User Guide after the Release Assessment Environment upgrade.