Create a drop-down question

Create a drop-down question when site users must select an answer from a drop-down.

For drop-down questions, site users can select one or more answers. This type of question is typically used when there are more than 5 answer options for a question, to save space on the form layout.

To use this question in a stratum group, demography cohort group, or calculated dose, you must create a Select Exactly validation rule that allows only 1 selection. You determine the questions that are used in stratum groups when you create a randomization design.

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

You must first create a form. For step-by-step instructions on how to create various types of forms, see Forms.

If you plan on using code lists to define the answer options for this question, you must also create a code list. For step-by-step instructions, see Create a code list.

To create a drop-down question:

1. On the form, click Add Question, and select Drop-down.

   Tip:

   If you need to change the question type, select an option from the drop-down on the question.
2. Depending on how you want to define your answer types, you have multiple options:
   • To add a code list with answer options using the SDTM terminology, click Code list. For step-by-step instructions, see Add a code list to a question.
   • To manually add answer options, click Add Answer for each answer option.
   • To have a question with one answer option, click the delete icon () next to each answer option to remove them, whether they are manually defined or part of a code list.
3. On the right, expand the Details pane and enter a reference code for the question.
   A reference code is a one-word abbreviation for the question.
4. In the Question Hint field, provide site users with guidelines for data entry, if necessary.
   For more information, see Create Question Hint text.
5. If the question is required to complete the form or if it's used to create a stratum group, make sure the Required toggle () is turned on.
6. If you want to hide a question, so site users no longer see it, turn on the Hidden toggle ().

   Note:

   A hidden question or item can also be required in a form, so the Required toggle remains switched on. However, we recommend you switch off the Required toggle when hiding a question from a site user, so the visit status is not dependent on the completion of the question. For example, a coding question that can be populated by a coding application, if hidden, is not populated until the coding scheduled job is run.
7. To configure data classifications for a hidden question, see Classify a hidden question.
8. To configure source data verification settings at a question level, see Configure source data verification settings.
9. Expand the Advanced sidebar and make sure the SAS properties are correctly defined for both the SAS Variable and SAS Label fields.
10. To create a validation rule, see Set up a validation rule for a question.
11. To save the form, in the lower right of the form, click Save.

    Tip:

    If the Save button is disabled, make sure there are no blank questions on the form.