When creating a radio button, checkbox or dropdown field, you will need to select an option group. If the option group is already created, choose it from the offered dropdown. You can also type the name of the option group in the box. If the required option group has not yet been created, you can create on by selecting the 'New option group' button:
Create option groups
In the 'New option group' dialog window, add the details and options of your option group:
- Option group name: create a name for your new option group, this will be used to identify the option group later. All option names have to be unique, to prevent failing dependencies and problems with your analyses later on.
- Option group description: create a description, useful to remember why you created this option group, optional.
- Option Layout: choose whether this option group should be displayed vertically (below each other) or horizontally (next to each other).
- Option Name and Value: the option name is what the user sees when choosing an option on the form, it is also used as a 'value label' during export. The option value is used as the 'value' for the export, it is also used when creating dependencies. Option names should be unique per option, to prevent issues with dependencies and analyses later on. It is possible to apply bold (**bold**), italic (_italic_) and underline (___underline___)text in the same way as this works for field labels and field info text.
- Add Option: when creating a new option group, three option and value fields are provided by default. Click 'Add Option' to insert additional option name and value fields when more options are desired.
- Save your option group: this closes the dialog window and returns to the 'Edit field' window.
Dropdown fields with a large number of options (>250) turn into a search box which improves data entry performance for studies with large option groups.
View, edit, and delete option groups
To review and edit option groups, go to the 'Structure' tab, then click on the 'Option Groups' tab. All created option groups are visible, along with their options and associated value.
It is important to note that option groups can be reused throughout the CRF. This means that any changes made to an option group will be changed in every field that is linked to that option group.
To edit an option group, you can mouse over the group to show the cogwheel. Click the cogwheel and select 'Edit option group' from the menu to open the 'Edit an option group' dialog window, where you can make changes to the option list, names and values.
It is possible to remove any unused option groups from your study structure. Click on the cogwheel and select 'Delete option group'. Please note - it is not possible to remove an option group that is still being used by a field in your study, as this would lead to data loss!
Watch a video on how to create fields and option group fields on Castor Academy: