Basic form properties can easily been seen at the top of the screen as shown in the figure below. This is where the form itself and each of the pages on the form can be named. The form dimensions are also displayed based on the target device selected in the detailed form properties, as described later in this document.

Form attributes can be accessed by tapping the Properties link on the upper left corner.


The list below defines each of the items that can be set on a form:

  • Form ID - System-generated ID for the form
  • Name - Enter or edit form name
  • Line Height - A very helpful property to set the default height of any element added to the form. For elements already on a form, users can highlight several on the canvas and change this property to immediately set the height of several items at once.
  • Description - Description for form
  • Type - Select type of form building
    • Subject - Subject eCRFs are built for data collection. This is the most common and default setting.
    • Site - Site Documents can be accessed from the Site Document Manager on the web. They are commonly used for the following purposes:
      • Collect site-specific data
      • Set up site requirement to control enrollment
    • Study - Study related forms can currently only be accessed on the web. Used for collecting or posting data at the study level.
  • Sequence - Set the order in which the forms are typically collected. 

  • Save Button Text - Customize save button text (only displays on the web).
  • Filed Prefix - If you want a field prefix added to your field names dynamically.  IE...DEMO_ for demography form.

Form Metrics

  • Width - Set the form width
  • Height - Set the form height

General Form Properties

  • Record Relation - Relation the form has with record; i.e., if it was one to one, one to many (log) or batch relationship
  • Location - Location of log form can be:
    • Registration - Normally used where the log form will only have once occurrence in a study. Log can be on registration page (End of Study, Withdrawal forms are examples)
    • Subject Record - Normally used where the log form will have multiple occurrences in a study. Log will be in the subject record (Medication Log, Adverse Events, Deviations are examples)
  • Visit Date - The date must be defined for every "subject" type form due to the longitudinal nature of studies. The date identified in the system will be used to calculated scheduled visits.
  • Date Precision - Set date granularity for form (Second, Minute, Hour or Day). This will be used in any calculations being performed using date/time fields from the form.
  • Field Prefix - Set the field prefix for the desired naming convention to be used for reporting
  • DDE - (Double Data Entry) Check to set form as one that will require multiple independent passes in a double-data entry study
  • Study Form Type - There are five types of common forms the system will use to help create reports if these are defined. The most important of these is to define one form as a Registration form and one as a Withdrawal form. This way, the system knows what form to use to enroll a new patient and which form to use to disenroll at study exit.
  • Log Form - Read more here about this option
  • Interval Date Entry - Check to collect one date for each interval and have it auto-populate forms in that interval
  • Suppress Visit Window Checks - Forms used in scheduled visits must contain a date within the window specified in the study design. If they are not, an error will show on the form. This option suppresses that behavior so forms can be dated at any time.
  • Omit Error Messages - Check to omit any error messages derived from data entry on form
  • ePro Form - Check if form will be accessible to patients who are logging in to complete their own forms. The study must be set up as an ePRO study for this to function.
  • Save as Draft and Next - Save and Next allows 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.

Review Levels

  • Omit review levels - Check to omit any of the study review levels, as defined in the study workflow, for this form.


  • Text Color - Red/Green/Blue settings for the color of the text on the form. This will only apply to any new labels or anything that is selected when setting the text color.

Adjudication Read more here about adjudication for a better understanding of the options below

  • Adjudicate this form - Enables adjudication for the form and places an adjudication panel at the bottom of the screen when an Adjudicator is viewing the form within subject records.
  • Adjudicator Role - Define which role in the study is responsible for adjudication on the current form. 
  • Moderator Role - Define which role in the study is responsible for the final decision on multiple adjudications done on the form.
  • Adjudication Choices - Define which choices are available when adjudication on the form is being done
  • Comment Type - Define the type of comment that can be made. Text or audio dictation
  • Require Signature - Require physical touch signature of adjudicators
  • Adjudication Text - Define the question related to the adjudication choices above. 
  • Adjudicate after which level - Define what the form status should be when the adjudication panel becomes available

Device Targeted Forms Read more here about multi-device support of forms

  • Target Device - Device name and the iOS on which the form is targeted to be used (i.e., iPad, iPhone 6+, Web Browser). This will auto-set the form dimensions so the form canvas sets limits on outer boundaries.
  • Single Column - If the targeted device above is wide enough, choose if the system should arrange the layout of the form in a single column. 
  • Build device form (button) - Tap to rebuild the form to the device selected above. Keep in mind, this will not overwrite the current form. It will only make a copy in a re-arranged layout. Anytime the form is opened on a device of equal screen width, the system will use this layout
  • Read more details here about targeting multiple screen sizes with the same form

Show Icons

The form builder will display field status icons next to all the fields on the form so the person building the form is able to see how some of the users will be viewing the form. This may affect how the form is laid out to better accommodate additional icons the system will add for end-users.