- User Guide for Form Designers
- Build a study
- Step 5: Create all other visits, forms, and items
- Step 5d: Create items to collect data on forms
- Add a predefined set of drop-down list options, radio buttons or checkboxes (a codelist subset) to your item
Add a predefined set of drop-down list options, radio buttons or checkboxes (a codelist subset) to your item
A librarian or other study administrator creates a codelist and defines one or more
sets of codelist items (radio buttons, checkboxes, or options in a drop-down list),
called subsets, for the codelist. You can then add the codelist to an item, and select a
subset to use for that item instance. In this scenario, you must select a subset for
each item that uses the codelist.
- At the bottom of the Project Explorer, click the Visit
Schedule (
) button.
- Expand the visit, form, and section with the item you want to add the drop-down list or set of radio buttons or checkboxes to.
- In the Project Explorer, select the item, and do one of the following:
- To add a codelist from the study, select the codelist with the subset in the drop-down list in the Codelist field.
- To add a codelist from a library:
- Click the Libraries tab, which appears on the
right of the page by default.
Tip:
If you don't see the Libraries tab, at the top left of the page, select View, and make sure Libraries is selected. - Search for the drop-down list or set of radio buttons or checkboxes
you want to add:
- Click the Categories tab, and select Codelists.
- Click the Libraries tab, and select the libraries you want to search in.
- Click Find.
- Drag the codelist from the Libraries tab, and in the Project Explorer, drop it on the item you want to add the drop-down list or set of radio buttons or checkboxes to.
- Click the Libraries tab, which appears on the
right of the page by default.
- Add the predefined drop-down list or set of radio buttons or checkboxes
to:
- A top-level (a standalone item that does not have a parent item):
-
- In the Project Explorer, select the form that the item is on.
- Make sure that the Design tab is selected, and in the grid, in the Item Properties column for the item, click Edit.
- In the Codelist Settings section at the bottom of the Item Properties dialog box, in the Subset drop-down list, select the subset of options you want to include for the item.
- Repeat these steps for each instance of the item in the study. You can select a different subset for each item instance.
- All other items:
-
If you select a form in the Project Explorer, you see top-level items and their child items. To add a predefined drop-down list or set of radio buttons or checkboxes (a codelist subset) to items nested at lower levels:
- In the Project Explorer, select the form that the item is on.
- Make sure that the Design tab is selected, and highlight the item's row by clicking the box to the left.
- At the top of the Design tab, click Codelist, and select Select subset for nested items.
- In the grid, highlight the item's row by clicking the box on the left.
- In the Codelist Subset column, select the subset that you want to use for the item instance, and press Enter.
- Click OK.
- Repeat these steps for each instance of the item in the study. You can select a different subset for each item instance.
Parent topic: Step 5d: Create items to collect data on forms