Copy and re-use forms from other studies

Study designers can now copy forms from other studies and duplicate forms within the existing study.

What are the benefits?

Designing a study can now be easier, faster and more efficient. By simply copying forms from other studies or duplicating forms in the existing study, you are able to ensure consistency across studies, maintaining your data collection strategy, and saving time.

Details for study designers

On the Data Collection tab, you now have a new All forms tab where you can:
  • View all forms that are created in all the studies that you are assigned to, as a study designer
  • Copy forms from other studies in your current study or duplicate a form within the same study
  • Filter your view by the study in which the form was created, therapeutic area, or search for a form

Note:

In the process of copying forms, rules won't be copied.

Additionally, forms that are copied from another study are displayed on the Forms tab and are marked with a copied icon (Copied icon is an orange icon with two files). Copied forms that are edited are also marked with a copied and edited icon (Copied and edited icon is a purple icon with two files), so you can easily distinguish between the two types of copied forms.

Already working in a live study

As soon as the upgrade for this release is complete, you can start copying forms when working on a study version in Draft mode. Copied and edited forms can only be used by site users after the study version is updated.