After a survey has been created in the Study Design, you can use the survey button to allow users to quickly send the survey from your CRF.
Steps to create the field:
- Go to Study Design
- Go to Forms
- Select the Visit and Form from the Structure Builder, on which the button will be located
- Select the field type from the list
- Add the name of the button
- Link to the previously created survey that you want to be sent
- Save
The button will be displayed as:
When a data entry user clicks the button on a form, a Create Survey Invitation modal will pop up. This allows the user to quickly verify the participant's email address, adjust sending options, and send the survey package without needing to navigate away to the main Surveys tab. The Survey package, Parent and Visit fields will be pre-filled and it will not be possible to change them.
Note: The Add Survey Button supports both standard web-based survey packages and mobile survey packages (Castor Connect).