To better understand this section, it is suggested that you first read:  Conditional Actions – Explained and Accessibility

Two ways to hide a field:  

1) Hidden Field attribute in field properties - Please NOTE!  This option only works on a numeric field.  Great for hiding a numeric scoring field to all roles.

2) Hide Expression: This is the most common way to hide a field.  

Here is an example of Hiding expression: If the No is selected the "Pack Years" field will hide.



To create the “Hide” conditional action displayed above:

1.  Click on the “Pack Years” field.  The field will become active with a blue dotted line moving around it and the properties of the field will display in the left panel as shown in the figure below.

2.  Set Field (Column) Name and Field Label

3.  Click on View/Edit link under Conditional Action



4.   This opens up the Conditional Action dialog.  Click the type drop-down.  This will display the drop-down list of Conditional Action types.  Select



5.   Click the (criteria) drop-down to select the desired field as shown in the following figure:


There are five categories contained in the criteria drop-down:

a.   Number Calculation – Allows the user to compute a value to compare to other criteria

b.   Date/Time Calculation – Allows the user to compute a Date/Time calculation to compare to other criteria.  When using the calculation the field is calculating days, minutes, etc. To calculate years remember to divide by 365.25 days in a year.  When calculating days, divide by the number of days in a month.

c.   Constants - are nearly identical to External Fields. They are used in exactly the same way. However, they are not user-defined. The system defines constants for you and automatically populates the criteria dropdown. Currently, Constants can be used in all conditional actions, including computed fields.

            i. Current Date - Use the current date in a comparison or calculation.

            ii. SubProfileID - Uses the Subject Profile ID of subjects.

            iii. TxDate - This is the date the treatment started. It is usually baseline; however, that is determined by the study designer. It also is entered when the subject is registered (enrolled).

            iv. CurrentInterval - This is a very powerful constant and is used to compare the current interval. One of its many uses is the ability to use the same form over multiple intervals despite that form having subtle differences for each interval. By comparing the current interval you can hide the fields that are irrelevant to the current interval.

            v. Sites - This allows builders to use site DB ID in conditions.  You can hide forms or fields based on site ID.  Note.  Please be sure to use the DB ID from the site manager as in the two screenshots below:  The site manager ID of the site we want to use is 2.  Notice in fig 2 how the DB ID of 2 is used in conditional action.  *Please note you will also need a trigger statement to populate. The site is equal to the text of 2 AND some trigger that is always true from the form.

                Fig 1

                    Fig 2

d.   External Values – Allows the user to use defined fields from the External Variables application against other fields from other forms. This is covered in the External Variables help document.

e.   Fields – list of fields in the current form.

6.   From the Fields category, we selected a field called “FL_SMOKER_2” as shown in the figure below.


7.   Click the equal drop-down

8.   Click the (criteria) drop-down and select “No”.  *Note - if you want the eCRF to open with the field hidden use the "Not Equal" to "Yes" option

9.   Click the OK button at the bottom of the Conditional Actions Builder to save the conditional action.