Everything the eCRF Designer's tool can do, one page for each part of it. The pages are written from the builder's own code and from the study simulation, and every option, field type, check and function the builder offers is on one of them.
| Page | What it covers |
|---|---|
| Overview | The screen, the toolbar, saving, undo, shortcuts and who can open it |
| Field types | All 20 things you can put on a form, what each stores and what it is for |
| Field properties | The tabs of the properties panel, tab by tab |
| Validation, edit checks and their severities | Every check, the three severities, what each does to a save and to a query |
| Formulas and calculations | The formula language, its 18 functions, blank handling and the server's recalculation |
| Conditional logic | Visibility, value assignment, auto-populate and the condition builder |
| Tables and repeating groups | Static and dynamic tables, column kinds, N/A conditions and calculated columns |
| Sections, headings and layout | Sections, static content, widths and columns |
| Units and normal ranges | Units, one range or ranges by sex, age or another field |
| Binding a form to visits | The visit–form matrix, required, conditional, remote and what the casebook expects |
| The form library and templates | Templates, importing into a form and into a study, promoting a form |
| AI form generation | The assistant, its gates, and the AI workstation page |
| Preview and testing | The three preview modes and the issues panel |
| Versions, reopening and publishing | Draft, active, archived, reopening, deprecating, and what locks a design |
| Importing and exporting a design | What can be moved in and out |
| Build a form: a walkthrough | One form, from nothing to active, step by step |
The older Forms reference now points here.