What this is, and who it is for
Everything the form builder can put on a form, and what each setting does downstream, used to be one long page here. It is now a section of its own, The form builder, with a page for each part, so that every option is described where it is used. This page tells you where each thing from the old reference now lives.
Where to find it
| You are looking for | Page |
|---|---|
| Field types: text, number, date, choice, table and the rest, and what each stores | Field types |
| Layout fields: section, heading, description, instruction, separator | Sections, headings and layout |
| Table columns, rows, kinds, N/A | Tables and repeating groups |
| Validation: required, limits, patterns, dates, and what happens when one fails | Validation, edit checks and their severities |
| Normal range and units | Units and normal ranges |
| Conditional visibility, value assignment, auto-populate | Conditional logic |
| Formula and calculated fields | Formulas and calculations |
| Clinical settings: queries, source verification, CDISC annotation | Field properties (the CDMS tab) |
| The form's own settings: code, domain tag, category, event form | Versions, reopening and publishing and Binding a form to visits |
| Deprecating a field | Versions, reopening and publishing |
| Where each piece of logic runs (browser or server) | Formulas and calculations, Conditional logic |
| Cross-form rules | Rules reference |
What you can do
Read the page for the part you are working on. For a first form, follow Build a form: a walkthrough.
Every option
Every option is on the linked pages. The two corrections to what this page used to say, because people rely on them:
- A value outside a hard limit is not simply "not stored". What a failing check does is the field's choice: Query (saved and a query opened, the default), Block (the save is refused) or Warn (a message only). See Validation, edit checks and their severities.
- The "Site can resolve", "Monitor can resolve" and "Reason codes" settings do not exist in the builder, and the "Auto-query" switches on the CDMS tab are fixed on. The CDISC domain is a grouping label; only
EXandCMalso make a form a dispensing form for the Pharmacy role, andAE,AE (serious)andCMmake it an event form.
What the system records
See each linked page. In short, every save of a form is a revision of the version's draft design and an audit entry, and a field's deprecation records a reason.
What you cannot do, and why
See Overview and Versions, reopening and publishing.
Compliance Q&A
No Q&A applies on an index. The pages above carry them.