Define a Show Form rule

You define a Show Form rule to dynamically display a form only if a certain condition is met once clinical data is entered for a subject.

Want to see how to perform this task? Watch the video below.

To create a dynamic form, you must first create two forms. The first form (that cannot be repeating, a two-section form, or a tabular form) contains the determining question, the one that will have the Show Form rule applied to it. The second form is included in the Show Form rule and is displayed only when a specific answer is given to the determining question.

For step-by-step instructions, see Create a form with one section or Create a form with two sections.

1. Access the Draft version of a study as described in Open a study's design.
2. On the Forms tab, open the form that contains the determining multiple-choice question.
3. Select the question and click the Rules button above the answer field.
4. Click Add Rule.
5. From the drop-down, select Show Form and fill in the two fields.
   • When selection is: select the answer that displays the dynamic form.

     On the user interface, you only see answers that you created for that question. If the question doesn't contain any answer options, the drop-down is empty.

   • Show Form: Select the dynamic form that will be displayed when a site user answers this question using the selected answer.

     On the user interface, you see all the forms in the study. You can add one or more forms to the Show Form field.

   • Show Form on: Select where you want the dynamic form to display.
     • Choose Current Visit/ Event Only if the form that you want to dynamically display should only be associated with the current visit. For this, make sure both forms (the parent and the dynamic form) are added to the same visit, otherwise the dynamic form won't appear for site users at all. See Add a form to a visit.
     • Choose Current & Future Visits/ Events if the form that you want to dynamically display should be associated with both the current visit and future visits or events in the study. This depends on which visits the form has been added to: either the current visit only, any future visits or events, or both.

     Tip:

     You can have more than one instance of the same parent form (and so the determining question) assigned to different visits to let you control specific instances of the dynamic form. Make sure the dynamic form is associated with the visits where you want to dynamically display it. Otherwise, the dynamic form won't appear for site users when the required criteria is met.
6. Click Save or Save and Close.