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...
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 ...
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 ...
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 allows users and survey participants to upload files that are up to 5 MB in size. All file types are accepted, with the exception of executable files and SVG image files. Here...
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 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...
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...
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 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...