Set up a dynamic form

Dynamically displaying forms across visits in a study allows you to only display forms when it is relevant for a subject. However, you should understand the scope of dynamic forms before implementing them in your study design.

A dynamic form is one that appears only when a site user offers a specific answer to a question that has a Show Form rule applied to it. For example, a form contains the question "Has the subject had any surgeries in the past?". This question has a Show Form rule applied to it, so when a site user answers the question with Yes, the dynamic Surgery form appears. If a site user answers the question with No, the dynamic Surgery form doesn't appear.

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 (with a 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.

Note:

Multiple study designers can create or update different forms at the same time. For example, you can edit a form, while at the same time another study designer creates a new form. However, you are not allowed to work on the same form at the same time. If you try to open a form that another study designer is working on, the system displays a message informing you that another user is editing the form at that moment and you can only view the form. For more information, see Can multiple study designers edit a study at the same time?.

When it comes to a new study, your workflow is straightforward. You must create the forms (both the parent form and the dynamic form) and make sure they are assigned to the appropriate visits. Before you begin your work, here are some points to consider:

• If the determining question is assigned to a regular visit and the dynamic form is assigned to a cycle visit, the determining question applies to all cycles in the study, by default. A study designer can specify individual cycle numbers where the dynamic form must be displayed.

• If you opt for a drop-down question as the determining question of a Show Form dynamic rule, you must know that the question may not behave as expected. Specifically, after a site user selects multiple answer options for a drop-down question, the dynamic form is not displayed. This issue is not occuring when you apply a Show Form dynamic rule to a question with checkboxes.

  For more information, see issue 33282026 in the Known Issues List on My Oracle Support (MOS).

• When you configure a Show Form rule associated with an Adverse Event, remember that the form containing the determining question cannot be a repeating form (whether it is a tabular form with labels or a two-section form). Moreover, you must make sure that both the question containing the dynamic rule and the dynamic form are associated with an Adverse Event and not another type of visit or event.

Here is a list of all of the tasks that you must perform:

1. Create a visit.
2. Create forms.
3. Define a Show Form rule
4. Add a form to a visit.

• About adding dynamic forms in live studies
  Dynamically displaying forms across visits in a study allows you to only display forms when it is relevant for a subject. However, you must pay special attention when you need to make an update during the study conduct period.
• 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.