eForms can be used in a study to enter supplemental, non-clinical data.

Permissions: Users with eForms and Study Configure privileges will be able to create new eForms.

Access eForms Designer

From the Platform Menu, select eForms Designer under Platform Administration.

As eForms are study specific, you must select the desired study from the drop-down in the left menu. The default is the first study listed.

If no forms exist, a screen displaying the message No Forms Available appears. If forms do exist, a list of available forms for the study display below the study under the Forms header. Select a form from the list to see the details for that form in the Form Editor.

eForm Editor Actions

ICON	DESCRIPTION
	Use the Publish All button in the Study header to publish all forms associated to that study. Published eForms are available in the eForms module.
	Use the Publish button to publish the currently selected eForm. Published eForms are available in the eForms module.
	Save changes made to the form-level fields (label, data store, category).
	Cancel changes made to the form-level fields (label, data store, category).
	Use the Delete button to delete an eForm and all associated fields.

Create an eForm

1. In the eForms Designer, select the desired study from the left menu.
2. Click the plus sign next to Forms to access the Form Editor and create a new form. Enter the requested fields:
   • Name: Enter a name for the Form.
   • Label: Enter a descriptive label for the form.
   • Data Store: Click the drop-down and select the target data store for the data that will be collected using this form.
   • Category: Enter the category of data that is being collected. Categories help organize eForms. This field is optional.
3. Click Save when done, or click Cancel to exit the eForm creation. 

eForm Fields Editor Actions

There are three actions that can be performed with eForm fields.

ICON	DESCRIPTION
	Use the New button to add fields to an existing eForm.
	Use the Edit button to edit a selected field on an existing eForm.
	Use the Delete button to remove a selected field from an existing eForm.

Add Fields to an eForm

After an eForm has been created you can add fields for the collection of data.

1. Select the desired eForm in the left menu, then click + New in the Fields area. The Field Editor screen displays.
   
2. In the Name field, enter the name of the field.
3. In the Label field, enter a descriptive label for the field. The Label will appear in the eForm when data is being entered.
4. In the Control Type, click the drop-down arrow and select the type of control that will be used when collecting data using this field. The following field types are available:
   • Textbox: Allows entry of a single line of text.
   • Textarea: Allows entry of multiple lines of text.
   • Date: Allows entry of date.
   • Time: Allows entry of time.
   • Dropdown: Allows selection from a pre-defined list.
   • Radiobutton: Allows selection from a pre-defined list.
   • Checkbox: Able to toggle selected/cleared.
   • Container: Acts as a container for grouping fields together. Containers can be used to group one or more fields, or one or more containers together within a form. See Use Container Fields.
5. In the Details field, enter a comma separated list for any of the Control Types that require a predefined list of selections.
6. In the Parent Name field, click the drop-down arrow to specify the placement of the field on the form. Select “root” to place the field on the form without any nesting/grouping. If a container field has been defined, you can select it here to nest the new field in that container. 
7. In the Display Order field enter the number, or click the spinner icons to select where this field will show up on the form or inside a container.
8. Click Save. 

Use Container Fields

Container type fields allow you to better manage the layout and appearance of fields on an eForm by grouping similar or related items. For example, an "Address" container could be used to group street, city, state, and zip code fields.

Create Container for Addresses

1. Select the desired eForm, then click New in the Fields area. The Field Editor screen displays.
2. Enter “Address Container” for the Name and Label fields.
3. In the Control Type drop-down, select Container.
4. In the Parent Name field, select Root from the drop-down list.
5. In the Display Order field, enter the number for where you want this container to display on your form. For example, a 2 would have this display as the second option.
6. Click Save.

Create Fields Inside the Container

1. Select the desired eForm, then click New in the Fields area. The Field Editor screen displays.
2. Enter “Street Address” for the Name and Label fields.
3. In the Control Type drop-down, select textarea.
4. In the Parent Name drop-down, select Address Container.
   
5. In the Display Order field, enter the number for where you want this field to display within the Address Container. For example, if you entered 1, this would be the first field to display in the Address container.
6. Click Save.
7. Repeat steps 1-6 to create additional fields (city, state, zip code) within the container.