Summary

This article describes how to import and export forms so that they can be reviewed and edited.

Forms are imported into the Website Host and Study Level form builder application by clicking the Import Form link in the Links table..

Note: Users need to verify they are working in the correct sponsor and study.

When importing forms, users should only import forms that are form types created or used at that level. Form types that are not part of a form builder level are not related to the level and therefore do not display in the related applications. For example, if a user wants to import a subject form and imports it into the website host level form builder, the form will not display in the website host level applications or study level applications. The following are the Form Types created and used at each Level of the system:

Website Host Level – Form Types (Profile Forms only):

· User

· Site

· Study

Study Level – Form Types

· Site (Site Documents)

· Subject

· Study

To Import a Form, click the Import Form link in the links table.

This will open the Import Form popup window.

The Import Forms Existing Forms Data Table contains the following information:

Form Name* – Name of the saved form

Form Type* – Type of form created in the form builder application

Source* – The related sponsor/study for the form

Owner* – User who created the form

Validated – Gives the status of a form. Forms that are created in the website host form builder (user, site, study forms) are not validated forms and show a validated status of Not Applicable. However, subject forms show a status of either not validated or validated. When a subject form is displayed in the import form library, the validated column shows the status of the form, the date of validation, and who validated the form.

Select – clicking Select allows a user to select a single form to import

Select Many – clicking the checkboxes in the appropriate form row allows the user to select as many forms as desired. After clicking the checkboxes, the user selects Import Checked Forms at the bottom of the window and the selected forms will display in the Existing Forms Data Table of the form builder.

Delete – Clicking Delete in the selected form row removes forms completely from the system.

* Clicking the column header sorts the column

Note: Remember, if a user does not see certain controls, they have not been granted rights to use them.

The Library drop-down menu allows the user to select “All” to display all forms that have been exported to created libraries. To select a specific library of forms, click the Library drop-down and select the desired library of forms. Once checked, the forms for the selected library will display in the Existing Forms Data Table.

The Rows dropdown allows the user to select the number of rows displayed in the table.

To select a single form to import, click Select in the form row. To select multiple forms to import, click the check box in each form row and then click Import Checked Forms.

After clicking Select for a single Form, or clicking the checkboxes and clicking Import Checked Forms, the user is returned to the Form Builder application where the forms have been imported into the Existing Forms Data Table.

To view a form, click the select control in the Existing Forms Data table for the form to review. This opens the form in the Form Builder application where the form can be reviewed and edited accordingly.

Exporting Forms

Forms are exported to Form Libraries from the Form Builder application by clicking Export in the forms row of the Existing Forms Data Table.

Clicking the Export control opens a pop-up window that allows the user to Export the Form to a Form Library so it can be reused by other sponsors, sites, etc.

When a form is exported to a Form Library, all the form properties, field properties, conditional actions and the form status are exported to the library.

In the popup window, click the Library drop-down menu and select Form Library.