Link forms

You link forms in order to connect related data within your study. If form associations are designed in your study, you can link data from one or more forms (repeating, two-section or one-section forms) to the source form (repeating or two-section). And keep in mind that only data that has been previously entered appears in the launched form.

Depending on the type of form that you want to link, you have several options:
  • To link a two-section form you must choose the correct visit or event from the Visit/ Event drop-down and the form instance from the Form Instance drop-down you want to link. Then you can choose to eithe rlink both the flat and repeating sections of a two-section form with the Link all form data toggle. You may also choose to link just a particular row in the repeating section.
  • To link a repeating form you must choose the correct visit or event from the Visit/ Event drop-down and then select the rows you want to link to your source form.
  • To link a one-section (flat) form you must turn on the Link all form data.

For more information on how to handle reference information during the process of collecting data, as well as tips and tricks on how to answer certain question types, see Best practices for collecting data.

Want to see how to perform this task? Watch the video below.

Note:

To change the answer that links two forms, first you must unlink any linked forms. Before you change the answer to this question you must first answer or update any relevant queries, as well as remove the links to the related forms.

To link forms, follow these steps:

  1. On the Home page, determine where to work. For more information, see Access study modes and pages.
  2. Along the top, make sure Subjects is selected.
  3. Select a visit and start completing the two-section form that you want to link. For step-by-step instructions, see Enter data in a form with two sections.
  4. Navigate to the form that you want to link.
  5. Upon answering the question that determines the forms that can be linked to form, the Associated Forms section is displayed.
  6. In the Associated Forms section, depending on the form that you want to link to, you have multiple options:

    Tip:

    If you get the message that there is no data to display, you can finish your form entry, click Save, and add data in the form you want to associate. Once that data exists, you may go back to the parent form and make the appropriate links.
    Option Steps
    To link a two-section form
    You can link specific rows in the repeating section only or you can turn on the Link form data toggle to link the flat section of a two-section form along with all rows in the repeating section.
    1. From the Select a Form drop-down, select the two-section form that you want to link.
    2. From the Visit/ Event drop-down, select the visit, cycle, or event that is associated with that two-section form.
    3. From the Form Instance drop-down, select the specific form instance of the two section form that you want to link.
    To link a simple repeating form
    1. From the Select a Form drop-down, select the simple repeating form that you want to link.
    2. From the Visit/ Event drop-down, select the visit, cycle, or event that is associated with that repeating form.
    3. To link specific rows, select the checkbox next to a row in the repeating form table.
    To link a one-section (flat) form
    1. From the Select a Form drop-down, select the one-section (flat) form that you want to link.
    2. From the Visit/ Event drop-down, select the visit, cycle, or event that is associated with that one-section form.
    3. Turn the Link all form data toggle on. This is the only available option to link a one-section (flat) form.
    When there is no data in the form that you want to link to The Associated Forms section displayed the following message: "No data to display". This means that you have to first complete the form that you're attempting to link.
  7. To hide forms from your view, click Hide Forms.
  8. Click Save.
  9. When you change the link details for a form, a Confirmation dialog is displayed. From the Reason for Change drop-down select a reason for the change, and click Change Form Links.

Related Topics

Parent topic: Enter data and dispense kits