Define a Show Form rule

You define a Show Form rule to dynamically display a form only if a certain condition is met once clinical data is entered for a subject.

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

Before you can define a Show Form rule, you must do the following:

Create the form that contains the determining (or triggering question). This form cannot be a repeating form, two-section form, or a tabular form. In this form, you configure the Show Form rule. For more information, see Create a form with one section.
Create the second form. This form is referenced by the Show Form rule and is only displayed when a specific answer is given to the determining question. For more information see,

To define a Show Form rule:

Access the Draft version of a study as described in Open a study's design.
On the Forms tab, open the form that contains the determining multiple-choice question.
Select the question and then select Rules above the answer field.
On the Rules sidebar, select Add Rule.
From the drop-down, select Show Form and fill-in the following fields:
Tip:
You can have more than one instance of the same parent form (and so the determining question) assigned to different visits to let you control specific instances of the dynamic form. Make sure the dynamic form is associated with the visits where you want to dynamically display it. Otherwise, the dynamic form won't appear for site users when the required criteria is met.
- When selection is: Select the answer that displays the dynamic form.
  In the user interface (UI), you only see answers that you created for that question. If the question doesn't contain any answer options, the drop-down is empty.
- Show Form: Select the dynamic form that will be displayed when a site user answers this question using the selected answer.
  In the UI, you see all the forms in the study. You can add one or more forms to the Show Form field.
- Show Form on: Select where you want the dynamic form to display.
  - Choose Current Visit/ Event Only if the form that you want to dynamically display should only be associated with the current visit. For this, make sure both forms (the parent and the dynamic form) are added to the same visit, otherwise the dynamic form won't appear for site users at all. See Add a form to a visit.
  - Choose Current & Future Visits/ Events if the form that you want to dynamically display should be associated with both the current visit and future visits or events in the study. This depends on which visits the form has been added to: either the current visit only, any future visits or events, or both.
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.

Related Topics

Parent topic: Set up a dynamic form