Create and edit a form object

You can choose to import a form object from an existing live study or a library study, or you can create a brand new form object. You can only create a form object in the Draft version of your library study.

Note:

Want to create a kit object? See Create and edit a kit object.

If you want to import an existing object into your library study, see Import a form object.

Before you begin, learn more about the specific features of a library study. For more information, see About library studies.

To create a form object in your library study, follow these steps:

1. On the Home page, click Library.
2. In the upper-right corner of the page, click View Library Studies.
3. On the Library Studies page, click the Edit Study icon () on the study you want to edit.

   Tip:

   If your library contains many library studies, in the upper-right corner of the Library Studies page, type your study's title in the search bar and press Enter on your keyboard. You can also filter through your library studies by its associated company.
4. Below Draft, click the library study version.
5. On the Forms tab, you can do one of the following: click Create Form.
   • Click Create Form to build a new form object from scratch.
   • Locate an existing form, select Duplicate from the Action drop-down.
6. Fill-in the details of the form and add questions.
   For step-by-step instructions, see Forms.
7. Click Save or Save & Close.
8. On the Forms tab, do one of the following:
   • Click Action and select Visit Assignment.

     On the Assign Form to Visit or Event dialog, select the visits that you want this form to be assigned to.

   • Double-click a visit. On the Visit dialog, click Add a Form or the Add icon (+) to add a new form to the visit.
9. Click Save.

Once you create an object, that object is included in a library study with a status of Draft.

Tip:

Want to make it easier for you to find a form you created in the Draft version of a library study? On the Forms tab, click Filter and determine whether you want to filter forms based on their objects status (such as Draft, Published, or Ready for testing) or filter forms based on their associated tags.