Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • EDC/CDMS
  • Castor EDC Manual
  • Create your study forms

Copy Forms in CDMS

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • EDC/CDMS
    Castor EDC Manual Castor EDC Calculations Manual Frequently Asked Questions Articles for Data Managers Castor EDC Compliance Release Documents
  • eConsent
    Castor eConsent Manual Castor eConsent Compliance Release Documents
  • SMS
    Castor SMS Manual Castor SMS Compliance Release Documents
  • Castor Connect
    Castor Connect Compliance Release Documents
  • Helpdesk
    News Other Resources
  • Status page
+ More

Table of Contents

Enter copied form details Copy a Visit

You can copy forms in the study structure, the repeating data structure and the survey structure.

To copy a form, click the cogwheel to the right of the form you wish to copy and click 'Copy form'. 

Enter copied form details

  • Copy to: Choose to which structure type you want to copy the form (Visit, Repeating Data, Surveys)
  • Location: Choose to which location (visit/repeating data/survey) you want to copy the form.
  • Position: Choose the position for the copied form by selecting an existing form from the dropdown menu.
  • New Form name: Choose the new form name. Make sure to choose a unique name, form names are required to be unique.
  • New Form description (optional): Add a form description for the copied form.
  • Add or replace prefix/suffix: Add or replace a prefix/suffix for all the variables names in the copied form. 
  • Copy dependencies?: Choose whether you want to copy existing dependencies using the provided dropdown menu. You can select:
    • 'No' to copy the form without dependencies.
    • 'Yes, and refer them to original fields' to copy the form with exact same dependencies.
    • 'Yes, and refer them to the copied fields' to copy the form and make the copied form dependent on the original copied field.

Click 'Copy' to copy the form. 

When adding a prefix/suffix, there are three options to choose from:

1. Add a prefix or suffix

Example: If the original form had two variables named blood_pressure_systolic and blood_pressure_diastolic you can add the prefix 'visit_2_' so that the variables on the newly copied form will be named visit_2_blood_pressure_systolic and visit_2_blood_pressure_diastolic.

2. Replace the prefix or suffix

If your original form had two variables, visit_1_blood_pressure_systolic and visit_1_blood_pressure_diastolic, you can replace the section 'visit_1_' with the section 'visit_2_', so that the variables on the newly copied form will be renamed as visit_2_blood_pressure_systolic and visit_2_blood_pressure_diastolic.

3. Do not add or replace prefix and/or suffix

This option does not add or replace anything in the variable name. By default, the option ‘Do not add or replace prefix and/or suffix’ is enabled. In that case, if fields contain a variable name, an incremental number will be added to each variable for each copy, as variables must be unique across the study. For example, if a form contains variable v1_date and the form is copied while option ‘Do not add or replace prefix and/or suffix’ is enabled, the variable will be changed to v1_date_1

If applicable: please make sure that copied calculations are still referring to the correct variable names.

 

 

Copy a Visit

It is only possible to copy a single form at once. If you want to duplicate a visit, you can export the visit and import it again on the new position. Since variable names must be unique, you will need to change the variable names within the copied visit.

forms duplicate

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Edit Visits and Forms inCDMS
  • The structure of Castor CDMS
  • Create, edit and delete Visits and Forms in CDMS
  • How to build study forms in multiple languages in CDMS
ISO 27001
FDA - 21 CFR part 11
ICH GCP compliant
HIPAA compliant
CDISC
ISO 9001
gdpr compliant

Products & Industries

  • Electronic Data Capture (EDC)
  • ePRO
  • eConsent
  • Decentralized Clinical Trials (DCT)
  • Clinical Data Management
  • Medical Device & Diagnostics
  • Biotech & Pharma
  • CROs
  • Academic Research

Resources

  • Thought Leadership
  • Blog
  • Castor Academy
  • Knowledge Base

 

Company

  • About Us
  • Careers
  • News
  • Contact Support
  • Contact Us

Legal & Compliance

  • Terms of Use
  • Privacy & Cookie Statement
  • Responsible Disclosure Policy
  • Good Clinical Practice (GCP)
  • ISO Compliance Certificates
  • GDPR & HIPAA Compliance
  • Security Statement

© 2022, Castor. All Rights Reserved.

Follow us on social media

Definition by Author

0
0
Expand