Create a form with two sections

Forms with two sections must contain one or more questions and a table with repeating questions that are relevant and required for a subject.

Before you begin creating a form with two sections, you must know the following:
  • In the Questions Before the Table section of the form, you can include any type of question, except for Label items. This option does not appear on the user interface, in the drop-down with available types of questions.
  • In the Questions in the Table section of the form, you can include any type of question, except for question groups. This option does not appear on the user interface, in the drop-down with available types of questions.

To create a form with two sections:

Note:

Multiple study designers can create or update different forms at the same time. For example, you can edit a form, while at the same time another study designer creates a new form. However, you are not allowed to work on the same form at the same time. If you try to open a form that another study designer is working on, the system displays a message informing you that another user is editing the form at that moment and you can only view the form. For more information, see Can multiple study designers edit a study at the same time?.
  1. Access the Draft version of a study as described in Open a study's design.
  2. Make sure you are on the Data Collection tab.
  3. Select Create Form and then select 2 Sections from the drop-down.
  4. In the Name of the Form field, enter a title for your form.
  5. On the right, expand the Details pane and make sure the following settings and fields are configured as expected:
    Field or setting Description
    Reference code

    Make sure the form has a reference code. A reference code is a one-word abbreviation for the form.

    Repeating Form toggle (Toggle)

    The Repeating Form toggle (Toggle) is turned on, by default and inactive.

    Allow Additional Rows toggle (Toggle)

    The Allow Additional Rows toggle (Toggle) is turned on, by default. To turn this toggle off, you must first include a Label item in the Questions in the Table section.

    Tip:

    As you create a form, consider documenting the test cases for its questions.
  6. Select Add Question and, depending on what sections of the form you want to update, follow either one of these steps:

    Note:

    The first question in each section is present by default, so we recommend you use those placeholders first. It is required that at least one question exists in both sections.
    • Add questions in the Questions Before the Table section: hover over Questions Before the Table and choose the types of leading questions you must include in this form section.
    • Add questions in the Questions in the Table section: hover over Questions in the Table and choose the types of questions you must include in the second section of the form.
  7. Repeat either one of these steps for each question you want to include in every section of the form.
  8. To include a read-only or hidden question that could determine the display of a dynamic visit, you must make sure that the read-only field will be automatically completed either through an integration or a custom rule. Work with your study team to properly set up these types of questions.
  9. Select Save or Save & Close.

Related Topics

Parent topic: Forms