Summary

This article covers how to access the Form Builder and all of its options.

Table of Contents

  • On the Web
  • On the Mobile App

The Datatrak Direct Form Builder enables novice users and non-programmers to create very sophisticated forms for compliant and structured data collection. The task of creating forms is made easy by utilizing “drag and drop” functionality. 


There are two form builders in Datatrak Direct:

  • Host-level - Found under the Website Host menu
  • Study level - Found under the Study menu as shown below

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


From the web:
From the app:
   





Once open, reference the annotated image below for an overview of the page layout and links to more descriptive articles of some items.


On the web:

  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
  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. 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 another Host you are a part of.
  15. Auto-Validate forms
  16. Setup notification messages and distribution lists for use in conditional actions
  17. Field Source Verification



On the mobile app:

1. Form Library access and saving

  • Open form library list
  • Save current form
  • Save current form as something new
  • Start a new form

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 current selected form or field. Quick access is also provided via the small window on the right.

4. Preview form and collapse top properties panel. These are helpful to increase canvas area when building.

5. Width and height of current selected field. Text labels will also include wrapping and font options.

6. Field name and field reporting label for the current selected field

7. Tap to open either the advanced form properties or the advanced field properties for the current selected form/field. To select the form, 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 which the user can drag onto the form

11. Form canvas/working area

12. Export and view options

  • Data dictionary table - exportable
  • Display query icons in the workspace. Displaying query icons helps to see how the form appears to Monitors
  • Download blank PDF
  • Annotated PDF of the current form - This produces an annotated PDF with the data dictionary.

13. Merge all checkboxes with their associate text labels. Merging checkboxes are not required but make it so the user can tap the text to check a box, rather than tapping directly on the box itself. 



Continue reading the Form Building Guide for directions on how to begin a new form.

Need more help?

Please visit the Datatrak Contact Information page.