Drop Down Properties


The Drop Down Field is used to create a list of choices from which a user may select when completing a form. When the user selects a choice the field displays that choice in the Drop Down field in the form.

When a Drop Down form field is dragged and dropped onto the Form Builder body/grid, the Drop Down Properties appear in the Toolbox as shown in the figure below.

 

 

When the Drop Down form field is dropped onto the Form Builder body/grid the Field Choices dialog box is displayed as shown in the figure below.

 

  

The Field Choices dialog box enables the Form Designer to enter the desired Drop Down choices by clicking the cursor below the Text column and typing in the choices. For text that is very long, within radio type fields only, you can prevent it from running across the form page, by using the <br> tag where you want the text to break to a new line.

 

 

 

Field choice values are automatically assigned to each field choice for use in calculations. If specific field choice values need to be assigned for calculations, click the number in the Value column and type in the desired value for each field choice as shown in the figure below.

 


Data Section

The Field Name and Reporting Label properties available in the Data section for a Drop Down field are the same as those for a Text field. For more complete information about assigning a Field Name and Reporting Label, please see the Text Properties section above.

 

Field Name – The Field Name Property allows the Form Designer to define the Field Name stored in the database. All Field Names are capitalized by default. If a Field Name is typed in lower case, after the cursor is moved from the field, the text will automatically convert to upper case.

To define a Field Name, click in the text box next to Field Name, type in the desired name for the field and press the Tab or Enter key.

 

Reporting Label – The Reporting Label Property allows the Form Designer to designate an abbreviated name to be used for reporting and exporting of data.

 

The Field Choices property also appears in the Data section of the Drop Down Properties and is described below.

 

Field Choices – The Field Choices dialog box allows the Form Designer to input a list of choices in the Drop Down field.

View/Edit – Clicking the View/Edit control opens the Field Choices dialog box shown in the figure above. The number that precedes the View/Edit control indicates the number of Field Choices available in the dropdown list.

Below the Field Choices Dialog box is a control panel.  The table below describes each control.

 

  

To enter the dropdown choices, type in each of the desired choices in the Text column of the Field Choices dialog box. Press the Tab Key to move to the Value Column or the Enter Key to move to the next row in the Text Column. Click the OK button to close the dialog box.

 

Moving Field Choices  In the figure below, 4 field choices have been added. To move a field choice in the list, hover the mouse over the choice to be moved and click on the hand on the right side of the row (highlighted in yellow). Press the mouse and drag the row up or down to the desired position and release the mouse. When the row is being moved it is indicated by a dotted line.

 

 

Editing Field Choice Text  To edit the Field Choice Text, click on the field under the Text column.  The entire row will be highlighted in yellow, a blue box will appear around the text and the cursor will flash. To edit the field choice, highlight the existing text and type in the desired text.

 

Editing the Value – The Value of each Field Choice can be edited by clicking on the desired row which will be highlighted in yellow. A blue box will appear around the value and the cursor will flash. To edit the value field, highlight the existing value and type in the desired value. 

 

General Section

Type - Fields similar in design can be changed to other similar field types. The Form Field types that appear using the Type dropdown control are: Drop Down and Radio Group. The two fields can be interchanged using the dropdown control as shown below.

 


 To change a Drop Down field to a Radio Group, click the Type Drop Down arrow and select: Radio Group. The specific properties associated with a Radio Group form field are described below in the Radio Group Properties section.

 

ToolTip – The ToolTip field is an optional property that can be used at the field level to provide a “Tip” or “Help Message” explaining how to complete the field or provide a reason or explanation for the field. Clicking on the View/Edit link will display the Tooltip window. Using the Tooltip window, the Form Designer can type in the desired message which will be presented to the user completing form when hovering over the field.

 

Show in Log – The Show in Log checkbox should be selected if the form being created is part of a Log Form. Selecting this property for a Subject type form will show this particular field in the Log forms section displayed on the Subject Visits and Events Manager page accessed by selecting a Subject ID from the Subject Manager page (accessed from the Subject menu). Selecting this property for a Study type form will show this particular field in the Log Form displayed on the Study Forms page accessed from the Subject menu using the Access Study Related Forms… link. The Log Forms feature is only available for use on Subject and Study type forms created in the Study Form Builder.

 

Special Type – The Special Type dropdown control can be used to select from a pre-populated list of choices. The Special Type dropdown control is pre-populated with a Country List, Language List and Visit Interval as shown in the figure below.

 

 

Selecting the desired list from the Special Type dropdown will populate the list in the Drop Down field on the form. The dropdown list does not appear in the Form Builder itself. The example below shows the Language List dropdown displayed in the Form Builder Preview window.

 


Validations Section

Validations allow the Form Designer to define conditions that a field(s) value must meet (or not meet). Please refer to the Conditional Actions – Validations help document for complete instructions.

 

Required – Selecting the “Required” checkbox indicates the field must be completed when the user is filling out the form. If the field is not completed, when the form is saved an error message will be displayed indicating, “This field is required.”

 

Conditional Actions - View/Edit – Selecting the View/Edit link brings up the Conditional Actions dialog box and allows the Form Designer to create simple to complex edit checks (validations) for fields (and forms). The Conditional Actions dialog box can be used to: disable or hide fields (or forms) based on some criteria, produce edit checks (validations), display a popup message, compute a value, populate a field with a value based on some criteria and/or send an Email notification. Each field can contain multiple conditional actions. The number that precedes the View/Edit link indicates the number of conditional actions present on the field (or form). Please refer to the library of Conditional Actions help documents for complete instructions.

 

Layout Section

The Layout Properties enable the Form Designer to designate the exact location on the Form Builder body/grid where the Drop Down Field will be placed. The Layout properties allow the Form Designer to align various fields in a form so they are uniform and the appropriate size when the form is rendered.

 

Left (pixels) – This field allows the Form Designer to designate where the left edge of the Drop Down Field will be located.

Top (pixels) – This field allows the Form Designer to designate where the top edge of the Drop Down Field will be located.

Width – The Width of a Drop Down field will default to the longest field entered in the Field Choices list unless a width is designated. The Width field allows the Form Designer to designate the width of the Drop Down Field. The width of the field can be expressed in pixels or a percentage using the dropdown control.

 

Pixels – This dropdown choice allows the Form Designer to designate the width of the Drop Down Field by the number of pixels.

Percent – This dropdown choice allows the Form Designer to designate the width of the Drop Down Field as a percentage of the total Form Layout width. For example: If the width of the form in designated in the form properties is 800 pixels and a Drop Down Field Width of 50 percent is selected, the Drop Down Field Width will be 400 pixels wide (half the width of the Form).


Radio Group Properties


The Radio Group Field contains a group of defined buttons that enables the user to choose only one of the predefined choices. Radio buttons are arranged in groups of two or more. When a button is selected, the button appears with a dot inside to define the selection. When a button is deselected, the button is blank (gray). Each radio button is normally accompanied by a label describing the choice the radio button represents. The choices are mutually exclusive; meaning when the user selects a radio button, any previously selected radio button in the same group becomes deselected. Radio Group buttons are different from a checkbox field which allows more than one (or no items) to be selected. Selecting a radio button is done by clicking the mouse on the button. The Radio Group Properties enable the Form Designer to define any number of radio buttons with labels and to arrange them horizontally or vertically.

When a Radio Group form field is dragged and dropped onto the Form Builder body/grid, the Radio Group Properties appear in the Toolbox as shown in the figure below.

 

 

When a Radio Group form field is dropped onto the Form Builder body/grid the Field Choices dialog box is displayed as shown in the figure below.

 

When the Field Choices dialog box is displayed, the Form Designer can enter the Radio Group form field choices by clicking the cursor below the Text column and typing in the choices as shown below.

 

 

 

Field choice values are automatically assigned to each field choice for use in calculations. If specific field choice values need to be assigned for calculations, click the Value number and type in the correct value for each field choice.

 



Clearing a Radio Group Answer


Click on the brush icon to clear data entered in a radio group as highlighted on two fields below:





Data Section


The Field Name and Reporting Label properties available in the Data section for a Radio Group field are the same as those for a Text field. For more complete information about assigning a Field Name and Reporting Label, please see the Text Properties section above.

 

Field Name – The Field Name Property allows the Form Designer to define the Field Name stored in the database. All Field Names are capitalized by default. If a Field Name is typed in lower case, after the cursor is moved from the field, the text will automatically convert to upper case.

 

To define a Field Name, click in the text box next to Field Name, type in the desired name for the field and press the Tab or Enter key.

 

Reporting Label – The Reporting Label Property allows the Form Designer to designate an abbreviated name to be used for reporting and exporting of data.

 

The Field Choices property also appears in the Data section of the Radio Group Properties and is described below.

Field Choices – The Field Choices Property allows the Form Designer to input a list of choices for the Radio Group.

 

View/Edit – Clicking the View/Edit control brings up the Field Choices dialog box shown in the figure above. The number that precedes the View/Edit control indicates the number of Field Choices available in the dropdown list.

Below the Field Choices Dialog box is a control panel.  The table below describes each control.


 

 

To enter the Radio Group choices, type in each of the desired choices in the Text column of the Field Choices dialog box. Press the Tab Key to move to the Value Column or the Enter Key to move to the next row in the Text Column. Click the OK button to close the dialog box.

 

Moving Field Choices  In the figure below, 4 field choices have been added. To move a field choice in the list, hover the mouse over the choice to be moved and click on the hand on the right side of the row (highlighted in yellow). Press the mouse and drag the row up or down to the desired position and release the mouse. When the row is being moved it is indicated by a dotted line. 

 

 

 

Editing Field Choice Text  To edit the Field Choice Text, click on the field under the Text column. The entire row will be highlighted in yellow, a blue box will appear around the text and the cursor will flash. To edit the field choice, highlight the existing text and type in the desired text.

 

Editing the Value – The Value of each Field Choice can be edited by clicking on the desired row which will be highlighted in yellow. A blue box will appear around the value and the cursor will flash. To edit the value field, highlight the existing value and type in the desired value.


 

General Section


Type – Fields similar in design can be changed to other field types. The Form Field types that appear using the Type dropdown control are: Drop Down and Radio Group. The two fields can be interchanged using the Type dropdown control shown in the figure below.

 

 

To change a Radio Group field to a Drop Down field, click the Type Drop Down arrow and select: Drop Down. The specific properties associated with a Drop Down form field are described above in the Drop Down Properties section above.

 

Show in Log – The Show in Log checkbox should be selected if the form being created is part of a Log Form. Selecting this property for a Subject type form will show this particular field in the Log forms section displayed on the Subject Visits and Events Manager page accessed by selecting a Subject ID from the Subject Manager page (accessed from the Subject menu). Selecting this property for a Study type form will show this particular field in the Log Form displayed on the Study Forms page accessed from the Subject menu using the Access Study Related Forms… link. The Log Forms feature is only available for use on Subject and Study type forms created in the Study Form Builder.

 


Validations Section


Validations allow the Form Designer to define conditions that a field(s) value must meet (or not meet). Please refer to the Conditional Actions – Validations help document for complete instructions.

 

Required – Selecting the “Required” checkbox indicates the field must be completed when the user is filling out the form. If the field is not completed, when the form is saved an error message will be displayed indicating, “This field is required.”

 

Conditional Actions - View/Edit – Selecting the View/Edit link brings up the Conditional Actions dialog box and allows the Form Designer to create simple to complex edit checks (validations) for fields (and forms). The Conditional Actions dialog box can be used to: disable or hide fields (or forms) based on some criteria, produce edit checks (validations), display a popup message, compute a value, populate a field with a value based on some criteria and/or send an Email notification. Each field can contain multiple conditional actions. The number that precedes the View/Edit link indicates the number of conditional actions present on the field (or form). Please refer to the library of Conditional Actions help documents for complete instructions.

 


Layout Section


The Layout Properties enable the Form Designer to designate the exact location on the Form Builder body/grid where the Radio Group Field will be placed. The Layout properties allow the Form Designer to align various fields in a form so they are uniform when the form is rendered.

 

Left (pixels) – This field allows the Form Designer to designate where the left edge of the Radio Group Field will be located.

 

Top (pixels) – This field allows the Form Designer to designate where the top edge of the Radio Group Field will be located.

Two additional properties, Orientation and Group appear in the Layout section. The Orientation property is explained below; however, the Group property is currently not functional but is reserved for future use.

 

Orientation – The Orientation dropdown control allows the Form Designer to select how the Radio Group Field Choices will display on the form. The Orientation dropdown choices are shown in the figure below:

 

 

To select the orientation in which the Radio Group will be displayed, use the mouse to highlight and then click on the desired choice. 

 

Horizontal – Selecting “Horizontal” displays the Radio Group field choices horizontally (across the page from left to right) as shown in the figure below.

 

 

Vertical – Selecting “Vertical” displays the Radio Group field choices vertically (down the page from top to bottom) 

as shown in the figure below.

 

  

Multi- Column – The Multi-Column choice is currently non-functional but is reserved for future use. It will be used in conjunction with the Group Property which is also currently non-functional.

 

Group – The Group property is used in conjunction with the Multi-Column Orientation property. It is currently non-functional but is reserved for future use.