Create a question group

Create a question group when you need to collect data that is related and you want to display it on the same line.

Note:

You can only dynamically display individual questions in a question group. For more information, see Define a Show Question rule.

For instance, you can create two questions for systolic and diastolic blood pressure and group them so they are displayed next to each other.

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.

To create a question group:

  1. On the form, click Add Question and select Question Group.
  2. Enter a name for the question group.
    For example, type Blood pressure if you want to collect parameters for blood pressure.
  3. To add a new question to the group, in the lower left corner of the question group section, click Add Question.
    All questions included in a question group are Required by default.

    Figure 8-1 How to add a new question in a Question Group

    Add a question in a Question Group
  4. Specify the details for each question within a question group:
    1. Choose the type of question according to the data you need to capture. You can include any type of question in a question group. For more details, see Question types and settings.
    2. Expand the Details pane and enter a reference code and a question hint.
      For more information, see Create Question Hint text.
    3. If screening, randomization, and dispensation can't happen until a site user enters a valid answer for the question, or if the question is required to be completed for all subjects, make sure the Required toggle (A toggle is turned on and colored blue by default) is turned on.
    4. If you want to hide a question, so site users no longer see it, turn on the Hidden toggle (A toggle is turned on and colored blue by default).

      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.
    5. To configure data classifications for a hidden question, see Classify a hidden question.
    6. To configure source data verification settings at a question level, see Configure source data verification settings.
    7. Expand the Advanced pane and make sure the SAS properties are correctly defined for both the SAS Variable and SAS Label fields.
    8. To create a validation rule, see Set up a validation rule for a question.
  5. 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.