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Fields and field properties

  • Create a new field

    You can find this manual item also in our workshop. Click here to view the workshop video. 1. Select a phase and step Navigate to the 'Form' tab. Once you have created your phases and steps, you can s...

  • Field properties: validations (edit checks) and dependencies (field logic)

    Data validation (real-time edit checks) Messages can be used to inform users about required actions or warn them about possible errors, based on data they have entered. Follow these steps to set up a ...

  • Field properties: metadata and advanced

    Metadata In the metadata tab of a specific field you can add metadata. Metadata types need to first be configured in the Settings page (see Settings - Metadata). In the following example, we save the ...

  • Create a field with option groups (radio button, checkbox and dropdown)

    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 na...

  • The 'Upload file' field

    The 'Upload file' field allows users and survey participants to upload files up to 5 MB in size.  It is possible to upload larger files (up to 2GB per file) by purchasing the Large File Upload feature...

  • The 'Slider' field

    Sliders are often used in surveys and scales, e.g. a Likert scale.  When using a slider field, you are not only asked to specify the variable name and the slider orientation, but must also indicate th...

  • The 'Remark' field

    The remark field is not a real field where a user can enter data, but rather a line of text that can be added to your forms to provide a user with more information and structure the form. Add the text...

  • The 'Calculation' field

    A calculation field allows you to specify a formula or calculation in reference to variables present within the study.  To make calculations with values of different fields, it must be possible to ref...

  • The 'Add Report Button' field

    After a report has been created, you can use the report button to allow users to quickly access a report form from your CRF.  You can add a field in your study forms that will display a button which c...

  • The 'Summary' field

    The summary field is used to provide the user with summaries of entered data during data entry. This can be useful to remind the user of information which was entered during earlier steps or phases in...