Define a Link & Show Form rule

When you associate forms in a study you allow site users to link related data that was collected in these forms.

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

Before you can create associations between forms you must first create a form and add questions to the forms. For step-by-step instructions, see Forms.

Note:

Link & Show Form rules are only available for a question with radio buttons. For more information, see Create a question with checkboxes or radio buttons.

Access the Draft version of a study as described in Open a study's design.
On the Forms tab, open the form that must contain the question that links the forms.
Select the existing Radio Buttons question that will link the forms or create a new one.
Select Rules above the answer field.
On the Rules sidebar, select Add Rule
From the drop-down, select Link & Show Form and fill-in the following fields:
- When selection is: Select the triggering answer that displays the target form. The target form is the form that you want to link with the form that you are editing.
  This drop-down is populated with the options you created for the determining question. If no answer options were added or a code list has not been selected for the question, the drop-down is empty.
- Link & Show Form: Select the target form you want to link to and display.
  This drop-down list shows all of the forms in the study, including two-section forms. You can add one or more forms to the Link & Show Form field.
To save the form, in the lower right of the form, select Save.

Tip:
If the Save button is read-only, make sure there are no blank questions on the form.

The rule is saved and you can test it in Preview mode.

Parent topic: Set up form associations