Creating and editing a form

You create a study object (study design, study element, study event, form, section, item, codelist, and codelist item) in a study or library. You can create a study object outside the hierarchy of a study or library, but the study object is not deployed until you add it to a parent study object in a study or library. To include a study object in the hierarchy of a study or library, add it to an existing parent in the study or library.

To create a form on an existing study event:
- In the Project Explorer, right-click a study event, and select New > Form .
To create a form outside the hierarchy of a study or library:
1. In the Project Explorer, select the Forms and Transactions Explorer bar.
2. Right-click the Study Forms container, and select Form .
The Object Name dialog box appears.
Type a title, RefName, and description, and click OK .

In the Project Explorer, select the Forms and Transactions Explorer bar.
In the Forms folder, select a form.
Select the Properties Browser.
Note: If the Properties Browser is not visible, select View > Properties .
Edit the properties of the form. After changing each property, press Enter , or tab to the next property.
Note: The values of editable properties appear in bold, black text, and the values of non-editable properties appear in gray text.

In the Project Explorer, select the Forms and Transactions Explorer bar.
In the Forms folder, select a form.
Select the Design tab.
On the toolbar, click Columns , and display the columns that you need in the grid, including Codelist and Item Properties .
In the grid, create items on the form or section by typing values in each field. Press Tab to advance to the next field and, when you have reached the end of a row, to the next item.
Your changes are added to the grid after you move the cursor away from the row but are not saved in the database until you explicitly save them.

Note: To type extended ASCII characters in text fields, press ALT while entering the decimal code for the character. You can also add HTML formatting characters to a text field to control its appearance when deployed.
To modify the properties of an item:
1. In the Item Properties field, click Edit , or on the toolbar, select Item Properties .
  The Item Properties dialog box appears.
2. Define the properties of the item. The fields that appear in the dialog box depend upon the type of item that you select. These properties are also available on the Design tab for an item.

In the Project Explorer, select the Forms and Transactions Explorer bar.
In the Forms folder, select the form or section that contains the item, and select the Design tab.
In the grid, select an integer, text, or float item.
Do one of the following:
- If the codelist already exists, select it from the drop-down list in the Codelist field.
- Create a codelist on the item.