Form properties define the overall functionality and behavior of Forms, Design Tools, and Form Fields. This article explains each of the Form Fields that can be used on a form and the Properties associated with them. Properties can be edited by selecting the Form and then selecting the Form Field in the Form Builder body/grid. Selecting the Form Field will open the associated Properties section in the Toolbox. To save any changes made to a Form Field, click the Save Form button located in the top right corner of the Form Builder. It is important to “save” often while building forms to be sure changes are not lost.

Mobile App

1. Form Information

2. Form Metrics

3. General Form Properties

4. Review Levels

5. Default Text

6. Configure Adjudication

7. Device targeted forms

8. Form Footer

9 PDF Output

10. Form Language

For details on any of the detailed items in the image above, within the app, tap the help assistant icon on the screen and then tap on whichever item you wish to see the info about.

Save as Draft and Next Save and Next allow the study builder to optionally add a window at the bottom of a form containing more than one tab/page. This allows the data-entry user to easily navigate forward or backward in the pages, as an alternative to tapping the tab/page at the top of the form. There is also a button in the middle of the window that allows the user to save the form in draft and advance to the next page. If the user is on the last page of the form and they arrived there by using the save and next button, then the button will say save and quit. Doing so will perform a final save, along with any edit checks on the form, similar to the save button at the top. Note, Draft saving functionality needs to be enabled in study functionality settings for this to work.

On the web

The Form Builder application can be accessed from the Study menu as shown in the following figures. The Study Form Builder can be used to create Site, Study, and Subject forms. 

When the Form Builder is accessed from the Study menu, the Form Builder page is displayed (below). 

1) The Form Fields and 

2) Form/Page Properties with their associated Properties are displayed in the Toolbox located on the left side of the Form Builder page.

The Properties applicable to a “Form” will be discussed in the following section. The subsequent sections include an explanation of each of the individual Form Fields (Text, Number, Drop Down, Radio Group, Date/Time, Memo, Checkbox, Email Address, and File Upload) that can be placed on a “Form” to capture data and the Properties associated with each Form Field.  

Form/Page Properties

The following figure shows the Form/Page Properties that can be used for a form.


Each Form/Page property is explained below.

General Section

Form Name – This is the title of the form that will appear in the corresponding pages and related applications where the form is used. Note: The Form Name is how the form is characterized in the database. It is always smart to add the same title to the top of the form workspace as well. This way the end-user of the form will clearly see which form is currently open as it is completed.

Form Type (Website Host Level) – The Form Type drop-down choices when the Form Builder application is used at the Website Host level are: User, Site, and Study as shown in the figure below. Forms designated as User forms populate the Current Users data table on the User Manager page. Forms designated as Site forms populate the Current Sites data table on the Site Manager page. Forms designated as Study forms populate the Current Studies data table on the Study Manager page. The User Manager, Site Manager, and Study Manager applications are all accessed from the Website Host menu.

Form Type (Study Level)  The Form Type drop-down choices when the Form Builder application is used at the Study level are: Subject, Site, and Study as shown in the figure below. These form types correspond to various Study level applications. Forms designated as Site Forms appear in the Site Document Manager application accessed from the Study menu. Forms designated as Subject Forms appear in the Subject Manager application accessed from the Subject menu. Forms designated as Study Forms appear in the Access Study Related Forms application accessed from the Subject menu.

Sequence – This is a number assigned to determine the order in which the forms will appear in both the Existing Forms data table and related applications. 


As previously noted, Site Forms created at the Study level populate the Site Document Manager which is accessed from the Study menu.

Save Button Text – This property allows the Form Designer to determine the text that appears on the “Save” buttons for each form. (Below) "Save Demographics"


1) When rendered on the form, the button text will appear as shown in the following figure. Notice the text “Final” was automatically added to the Save Button Text entered in the field.  (Below)

Keep in mind that depending on how a study is configured “Draft” or “Final” may be appended to the Save Button text entered. (“Draft” will be appended to Subject type forms if in the Study Configuration application, Allow Subject Case Report Forms to be Saved as Draft checkbox has been checked on the Functionality tab. 

That will allow any form to be saved multiple times in draft mode before a final submission is made.  (except enrollment form)

Note: The “Save” button will not appear on the Form Builder Body/Grid or in the form Preview window.  

ToolTip or "Hover Help" – This tool is used to enter text into a dialogue box that will appear when the mouse hovers over the field.

1) Highlight filed with marching ants highlighting the field.

2) Click on View/Edit on ToolTip

To set up the tooltip or "hover help", select the desired field and click the View/Edit control. Clicking the View/Edit control displays the ToolTip pop up window where the desired help or extra definition of the term for the field can be defined. 

Currently, ToolTips are only available at the field level. 

Omit Review Levels (Study Level) – Forms created at the Study level can be set up to require up to five review levels using the Study Configuration in the Study menu. 

1) Selecting one or more of the checkboxes of these review levels will prevent the selected review level requirement for the form.  (see below)

2) Conditional Actions – View/Edit

Clicking the View/Edit control opens the Conditional Actions window in the Form Builder body/grid 

The Conditional Actions window allows the Form Designer to create simple to complex validations or edit checks for the selected form. Please refer to the help pages for complete instructions about how to create Conditional Actions.

A “0” preceding the View/Edit control as shown in the previous figure above, indicates there are no (zero) Conditional Actions for the form. For each Conditional Action that has been defined, the number that precedes the View/Edit control increments by one as shown in the following figure where we now have 1 condition set for form. 


Data Section

Data in the Form/Page Properties refers to Record Relations. 

Record Relation

One – A relationship of “One” means the form is not related to any other form in the system and can be completed only once throughout the Study.  An example is the Procedure form.  Only one procedure form usually is made.

Many – A relationship of “Many” means the form can be completed multiple times throughout the Subject record. An example is an AE or Deviation Form.  Many AE's can happen per subject

Batch – A relationship of “Batch” means it can be filled out once as part of a group of forms. This group of forms (or batch) can be completed multiple times. For example, a batch form might be used if the research lab is conducting a study that involves receiving subjects in batches, rather than simply one at a time.  

*Please note this batch relationship is mainly used in Animal Studies where you receive a "batch" of mice for example and you need to load them into the system at once to track the study progress.

  • Enter the enrollment data
  • Enter the Batch size
  • Enroll new subjects to add subjects as shown below.

One to One Location – This choice selected from the dropdown list (Registration or Subject Record) determines whether the form populates the Subject Manager Registration page (the page displayed when the Subject Manager application is first opened) or the Subject Visits and Events Manager page which is accessed from the Subject Manager Registration page when a Subject ID link is clicked from the Subject Registration table.

Date Granularity  The Date Granularity selected from the dropdown list (Second, Minute, Hour, or Day) determines the extent to which the date on the form will be specified in the database. The date the form is filled out can be recorded down to the day, hour, minute, or second.

Visit/Transaction Date – The Visit/Transaction date field is required only for Subject type forms created in the Study Form Builder due to the longitudinal nature of clinical trial data collection. The Study Form Builder requires a date field to be selected from the dropdown list which relates it to the Scheduled Visit/Event Forms Interval table displayed on the Subject Visits and Events Manager page (accessed from the Subject link in the Subject Manager Subject Registration data table).  The field drop-down choices are populated with the Date/Time fields that appear in the form. The Visit/Transaction Date field does not appear in the Data Section of the Form/page Properties when in the Website Host Form Builder application.

Want to populate and hide visit/Transaction Date to users on the data entry screen?

  1. Select Compute Value on the date field on the form to hide
  2. Pick any field to fire calculation [Any field [blank]]
  3. Choose Constant from options in CA
  4. Select Current Date from the drop-down
  5. Hit Ok - Don't forget to save the form!!

Now go to Study drop-down and select the "Role Security" tab.

  1. Select Study drop-down menu
  2. Select the Role Security tab
  3. Select Role to edit
  4. Click on Blind Form Fields by Role (see fig 3)
  5. Save Study Configuration

 Fig 2

To Blind Fields by Role, click the following link: Blind Form Fields by Role.

  1. Select Form to Blind Fields on from the drop-down
  2. Check fields you want to blind on that form
  3. Save Field Blinding

 Fig 3


Log Form – Selecting the “Log Form” checkbox designates that a form can be completed multiple times. Log Forms can be created using the Study Form Builder. Subject Forms designated as Log Forms populate the Log Forms section of the Subject Visits and Events Manager page (accessed from the Subject link in the Subject Manager Subject Registration data table on the Subject Manager page). Study Forms designated as Log Forms populate the Study Forms page (accessed from the Subject menu using the Access Study Related Forms… link). The Log Form checkbox appears in Website Host Form Builder; however, the feature is not applicable to forms (User, Site, and Study) created in the Website Host, therefore, the feature is non-functioning.    

Double Data Entry - Double Data Entry (DDE) has been designed into the TrialKit on the web but is being phased out as paper studies become less common. Even though the application is called “Double” Data Entry, you can actually perform double, triple, quadruple, or quintuple data entry. The more times a form is entered, the less chance for data entry errors to occur. Double Data Entry is an industry-accepted term and we will use it here as well. This feature of research studies was primarily used in the past for pen-and-paper studies. 

Although it is not commonly used anymore, TrialKit on the web has provided the option of using DDE. For complete instructions on the DDE system please see the DDE - Double Data Entry help document.

Interval Date Entry – Select this checkbox to allow for multiple date entries when interval visits are required in the study. Interval Date Entry, or IDE, allows a Study Designer to enable Data Coordinators (or someone with a similar role) to enter visit dates at the Visit Interval rather than on the actual form. IDE is designated on the Functionality tab in the Study Configuration application. Additional information about Interval Date Entry is available using the search help bar at the top of this page.

Suppress VOW – The Suppress Visit Outside Window checkbox can be selected to allow for visits outside the date window as specified in the Create Scheduled Visits application by the Study Designer. Many studies will have a scheduled subject visit table that defines specific visit intervals. Each of those intervals will have a window within which a visit must occur. If a subject visit falls outside the specified window, the system will deploy a Visit Outside Window query. Some studies will not require such queries to be produced. If that is the case for your study, then check this option.

Omit Error Msg – The Omit Error Msg checkbox can be selected to prevent an error message from displaying on the form, regardless of the reason the error message would have been fired.

Preserve Deleted – The Preserve Deleted option allows you to set hidden conditions per eCRF that will preserve the data from the fields that are hidden.  This is a good option for scoring fields that are autogenerated for sections of data that need to be hidden from end-users.  The score will preserve in the data set and not clear like normally hidden fields.  See below from web form builder: