Import a form

Import a form form another Production study, or library study and use it in your study design.

Note:

While multiple study designers cannot edit the same form, you can still import the latest saved version of a form that is edited by another study designer. For more information, see Can multiple study designers edit a study at the same time?.

Forms you import include hints, validation rules, code lists, SAS properties, dynamic rules, and all published custom JavaScript rules associated with that form. If the forms, questions, or visits referenced by the rule variables do not exist in the study the rule is imported to, the rule becomes invalid. A warning message informs you about the reason why the copied rule is invalid. You can modify and re-publish a copied custom rule following the usual worflow for publishing a rule. For step-by-step instructions, see Modify and re-publish a published rule.

You can also copy forms from within the same study. See Duplicate a form.

  1. Access the Draft version of a study as explained in Open a study's design.
  2. Make sure you are on the Data Collection page.
  3. Select the All Forms tab.
  4. Below Import forms from, choose one of the following, and filter your view to find the form you want to import:
    • Production study: you can filter by either selecting a study or a therapeutic area from the respective drop-downs, or type in the search box to search for a specific form.

      To enable the drop-down to filter by therapeutic area, you need to choose All Studies from the Studies drop-down.

    • Library study: click Filter and choose a value from the Study Name or Tags drop-downs.

      You can only import library objects that have a status of Published.

  5. Select one or multiple form from the filter results.

    Tip:

    • You can hover over a form to see the Reference Code and the Study ID in which the form was created.
    • To import multiple forms at the same time, press the CTRL key on your keyboard, and select each form that you want to import.
  6. Select Add Form to Current Study.
After the form is successfully imported and copied to your study, you can see it on the Forms tab and manage it as follows:
  • You can hover over the icon to see the last time the form was edited.
  • If the name of the form already exists in your study, an incremental counter (_1, _2, etc.) is added to the name of the imported form.
  • A form imported from another Production study appears on the Forms tab with a Copied Form icon (Copied form) in the upper right of the form.
  • A form imported from a library study appears on the Forms tab with a Library Form icon (Library form) in the upper right of the form.
  • After you edit the imported form, the Copied and Edited icon (Copied and Edited) appears in the upper right of the form.

Parent topic: Forms