Create a question group

Create a question group when you need to collect data that is related and you want to display it on the same line.

Note:

For question groups, you can only select the entire question group as dynamic, which makes all of its contained questions dynamic. Questions in a question group cannot be individually set up as dynamic. For more information, see Define a Show Question rule.

For instance, you can create two questions for systolic and diastolic blood pressure and group them so they are displayed next to each other.

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

You must first create a form. For step-by-step instructions on how to create various types of forms, see Forms.

To create a question group:

  1. On the form, select Add, and then select Question Group.
  2. Enter a name for the question group.
    For example, type Blood pressure if you want to collect parameters for blood pressure.
  3. To add a new question to the group, in the lower left corner of the question group section, select Add.
    All questions included in a question group are Required by default.

    Figure 6-1 How to add a new question in a Question Group

    Add a question in a Question Group
  4. Specify the details for each question within a question group:
    1. Choose the type of question according to the data you need to capture. You can include any type of question in a question group. For more details, see Question types and settings.
    2. Expand the Details pane and enter a reference code and a question hint.
      For more information, see Create Question Hint text.
    3. If working in a repeating or two-section form and visit completion can't happen until a site user enters a valid answer for the question, or if the question is required to be completed for all subjects, make sure the Required for Visit Completion toggle A toggle is turned on and colored blue by default is turned on. OR, if one or more Randomization and Trial Supply Management (RTSM) actions can't happen until a site user enters a valid answer for the question, Specify Randomization and Trial Supply Management (RTSM) actions that require complete answers.
    4. If you want to hide a question, so site users no longer see it, turn on the Hidden toggle A toggle is turned on and colored blue by default.

      Note:

      A hidden question or item can also be required in a form, so the Required toggle remains switched on, if working in a repeating, two-section, or flat form. However, we recommend you switch off the Required toggle when hiding a question from a site user, so the visit status is not dependent on the completion of the question.
    5. To configure data classifications for a hidden question, see Define data classifications for a hidden question.
    6. To configure source data verification settings at a question level, see Configure source data verification settings for a question.
    7. Expand the Advanced pane and make sure the SAS properties are correctly defined for both the SAS Variable and SAS Label fields.
    8. To create a validation rule, see Available validation rules by question type.
  5. To save the form, in the lower right of the form, select Save.

    Tip:

    If the Save button is disabled, make sure there are no blank questions on the form.

Parent topic: Question types and settings