This article will walk through how to build a form from start to finish. First, be sure to read the Form Builder Overview to familiarize yourself with all the functions on the page.


iPhone screens help to be in landscape mode during building to prevent as much scrolling and to access different part of the screen. The examples below are displayed on an iPad, but can also be rotated to landscape view.


Tap the icon shown below to create a new form, or open an existing form to edit from the form library.





Add Field Labels


To begin on a blank canvas, it's easiest to first place all of the labels that describe each of the data points you need. Then, we'll come back later and start adding the field types.


We will use a simple example of a physical exam form being created that needs a date, the patient's height, and weight.


Drag the Label button onto the canvas for each label needed.



Important Note: Different devices offer different screen sizes, which may require you to scroll around the canvas. Single tapping is for item selection, or tap and drag a single finger to select multiple items on the canvas at once. Also experiment with rotating the device 90 degrees to landscape mode.


Now, tap on a label and add the text and basic properties needed.  

Note, if you find yourself changing label/field size or height for every element, you can change the default size in the form properties - line height. Alternatively, you can tap and drag to select multiple items and change the line height in the form properties. To access form properties, see the next image.





Access more detailed properties for the current item selected on the canvas, use the Properties link at the top left, or swipe from the left edge of the screen.

To close the properties pane, swipe right to left.




Add Needed Data Field Types


Once all labels are created, start adding the field types that correspond to the type of data needed on each label. Read about the different field types here


In the image below, the arrows indicate each field that was added to this form. 





Configure the Properties of Each Field


Next, define the field properties. In the image above, the date field is selected and the basic properties can be changed at the top.


Also, like any field or label, detailed properties can be seen by tapping the Properties link at the top left or by swiping from the left edge. 

Read all about the various field properties.





In this example, a multi-media sketch pad is also being used. Sketch pads can be left blank (similar to above) or an image can be embedded for annotation. Here's an example.



Multi-media fields have a toggle in the upper left corner to test the field.


Tables are another powerful way of collecting data. Read all about tables here.


For a list of all the various field properties that can be used across the different field types, read the Field Properties article.


Read about the different editing functions and multi-page form options as well.



Define a Visit Date


Before saving a form that is Subject Type as shown below, a visit date must be identified in the form properties.




Saving a Form


Last of all, save the form either locally on the device or in the cloud so it can be accessed on other devices.




Continue creating all of the needed forms for a study by following the steps above. 


Once complete, the study visits can be set up to distribute the forms across the study as needed.