Set up form associations

Create form associations using a Link & Show Form rule to connect related data that is collected in these forms.

Note:

Multiple study designers can create or update different forms at the same time. However, as long as another study designer is editing other areas of a study (such as randomizations, visits, or kits), you cannot create or manage links between forms. For more information, see Can multiple study designers edit a study at the same time?.

You can add multiple Link & Show Form rules to the same question in the form, as well as to various questions. and you can link more than one form using the same determining question. You cannot create associations between lab forms and repeating forms that contain label items. You can, however, create associations with two-section forms.

Types of form associations

You can create different types of form associations. The form that contains the determining question of the Link & Show Form rule is the source form. The form that is associated with the source form is the target form.

When you create an association between any type of source form and a two-section form, site users can choose to link to the entire instance of a two-section form or they can link to one or more rows in the repeating section (Questions in the Table) of a two-section form.

Source form	Target form
One-section form (flat) WARNING: When you use a one-section form as the source form in an association, the links created between a one-section form and other types of forms will not work properly.	Two-section form Simple repeating form One-section form (flat)
Two-section form	Two-section form Simple repeating form One-section form (flat)
Simple repeating form	Two-section form Simple repeating form One-section form (flat)

• Define a Link & Show Form rule
  When you associate forms in a study you allow site users to link related data that was collected in these forms.