Create a read-only item

Create a read-only item for values that site users can see but not edit.

Typically, in a form you first create questions with an editable answer and then include a read only item. Site users first answer these questions, and their answers are then used to generate a value and populate the read only field with data. For example, you can create a read only item for the Body Mass Index (BMI) and automatically calculate its value. First, you need to create two editable items for Height and Weight, and then add the BMI as a read only item. You then set up a rule to calculate the BMI using the values entered by the site user for Height and Weight, and populate the read only field with the result.

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

To create a read-only item:

  1. On the form, select Add, and then select a type of question.
  2. On the right, expand the Details pane and enter a reference code for the form.
    A reference code is a one-word abbreviation for the form.
  3. Perform one of the following:
    • 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.
    • 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. Depending on your needs, if you'd like to make the item read-only, make sure the Read Onlytoggle A toggle is turned on and colored blue by default is turned on.
  5. If you want to hide the item, 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.
  6. To configure data classifications for a hidden question, see Define data classifications for a hidden question.
  7. To configure source data verification settings at a question level, see Configure source data verification settings for a question.
  8. Expand the Advanced pane and make sure the SAS properties are correctly defined for both the SAS Variable and SAS Label fields.
  9. To create a validation rule, see Available validation rules by question type.
  10. 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.
  11. Create a rule for a calculated value to automatically generate the value for the read-only field.

Related Topics

Parent topic: Question types and settings