Form Building Guide

An Overview and a Central Guide for Building Forms

Table of Contents

Accessing the Form Builder

Form Builder Map of Functions

Form Building Guide

Common Form Building FAQs

Accessing the Form Builder

Prerequisite: The user has access to Form Builder and all of its underlying functions

There are two form builders in TrialKit. Host Level and Study Level.  Selecting one over the other depends on what type of form needs to be built. The type of form being built is determined by the data being collected.

Host-Level Forms

  • User - Data collected about a user of a host account
  • Site - Data collected about a site being used for one or more studies within the host
  • Study - Data collected about a study within the host

The form builder for those form types is located under the Host menu.

Study Level Forms 

  • Subject - Data collected about a subject within a study. These are the most common form type used to conduct study data collection
  • Site - Data collected about a site within the context of the study where the form exists
  • Study - Data collected about a study. The difference between this and the study forms at the host level is that study users can be granted access.

The form builder for those form types is located under the Study menu.

Most forms, like subject eCRFs, are built at the study level. Please ensure you are building your forms in the desired location and choosing the correct form type.

Web Browser:

Head to the Study menu and find Form Builder in the list:

Mobile App:


Form Builder Map of Functions

Reference the annotated image below for an overview of the page layout and links to more descriptive articles on each item.

Web Browser:

  1. Form Name and Type of all existing forms
  2. Sequence
  3. Export/Import Links
  4. Data Dictionary
  5. Annotate
  6. Version selection - for studies using versioning
  7. Design Tools and Form Layout
  8. Field Types
  9. Form or Field Properties, depending on what is currently selected in the workspace (10)
  10. Form Workspace - Drag and drop field types (7 & 8) here
  11. Editing tools
  12. Save Form - Saves current work in the workspace. This is not automatic. 
    NOTE: Be sure to regularly save your work.
  13. Re-run Edit Checks - Only appears for non-versioned studies. This re-runs all conditional actions on all records in the study database.
  14. Replicate Form - Can be used to copy the form to another study in the same Host or to another Host to which you have access.
  15. Auto-Validate forms
  16. Setup notification messages and distribution lists for use in conditional actions
  17. Field Source Verification

  1. Form Library access and saving
    • Open form library list
    • Save current form
    • Save the current form as something new
    • Start a new form
  2. Basic form properties
    • Form name
    • Page name (see item 9 for multi-page forms)
    • Form version
    • Width and Height of the overall page
  3. Open conditional action builder for the currently selected form or field. Quick access is also provided via the small window on the right.
  4. Preview form and collapse the top properties panel. These are helpful to increase canvas area when building.
  5. Width and height of the currently selected field. Text labels will also include wrapping and font options.
  6. Field name and field reporting label for the currently selected field.
  7. Tap to open either the advanced form properties or the advanced field properties for the currently selected form/field. To select the form, just tap anywhere outside of any field on the form.
  8. Basic editing tools: Cut, copy, paste, select all, undo, redo, and delete.
  9. Add or remove pages. See item 2 for page naming.
  10. Toolbox of form elements that the user can drag onto the form.
  11. Form canvas/working area.
  12. Export and view options:
    • Data dictionary table - exportable
    • Display query icons on the workspace. This helps to see how the form appears to Monitors when additional icons are put on the form.
    • Download the blank PDF to iCloud.
    • Annotated PDF of the current form. This produces an annotated PDF with the data dictionary.
  13. Merge all checkboxes with their associated text labels. This is not required but makes it so the user can tap the text to check a box, rather than tapping directly on the box itself.


Form Builder Guide

This section serves as a simple guide to building forms. Use the links to open the respective topic.

  1. Creating New or Editing Forms.
  2. Repeat step 1 for all forms needed in the study.
  3. Add additional needed fields and labels.
  4. Ensure the registration form for the study is defined and has at least one log field identified.
  5. Build Form Logic and Edit Checks.
  6. Copying, Moving & Reusing Forms:
    1. Form and Image Libraries
    2. Importing and Exporting
    3. Moving fields to another form tab
    4. Replicate Form
  7. Identify which forms are log forms. These are forms that can be collected anytime.
  8. As you make changes, be sure to test them. You can do this by entering test data in the Subject Manager.
  9. Making form changes after moving the study live.
  10. Other optional form-building topics:
    1. Auto-validation
    2. Automated email notifications
    3. Form Preview

Form Size Limitations:

The underlying database limits forms from containing more than 1,170 fields. Additionally, there is a limit in table memory which could be possible to reach if there are, for example, 1,169 fields on the form and each one contains multiple edit checks. Keep this in mind if you are considering combining multiple forms into one.

Common Form Building FAQs

Q. Can I score responses on a form? How Do I accomplish survey scoring scenarios?

A. Yes, choice fields can be used to do this. Each choice in a choice field (dropdown or radio) can contain an associated value. A number field can then be used to compute a score via a formula that factors in the choice fields. No selection in a “choice” type field will be counted as zero.

Q. Is there a function/code to disable a field and clear its contents of data that has been entered in data entry? 

A: Yes, using Populate Value to Clear a Field - Clearing Data from the field with conditional action.  You can use the Populate Value conditional action to clear a field. It processes the condition exactly the same way. However, if you want to clear the target field, do not enter anything into the target value area, which is located at the bottom of the conditional action window. By leaving this blank, when the event is triggered by the user, the system will clear the field if the condition is true.