How do I build an input form? (Step 3)

Learn where and how to create a new input form.

Step 1:

1. After logging into the system, click on the study module.
2. Now you will see the study you wish to edit. Click on the "Settings"-button to the right.

Step 2:

1. The editing overview of your study opens. Now click on step "3. Forms".
2. For your normal eCRF and/or ePRO setup, you should create the forms in the "Scheduled Event Forms" tab. If you want to create forms for (S)AEs or Unscheduled Events, please read the following articles:
   1. How do I set up (S)AE input forms and the (S)AE workflow?
   2. How and where do I create an input form for unscheduled events? (Step 3)
3. In this overview, you can see the most important information about the input forms you have already created. 
4. You can duplicate or delete existing forms. Please note that you cannot delete forms that are currently entered in the workflow (Step 4).

Step 3:

1. Click on the button "Create new form". A pop-up window will ask you whether you want to select a template or create a new blank form.
2. Select "Create blank form". The possibility of "Select template" is explained below.
3. A new window opens.
4. Two fields are marked as required for creating an input form (Numbers 1 and 2).
   
   

	First of all, you need to give your input form a name (e.g. demographics). Please try to avoid copy-pasting the name and ideally exclude the following characters: + ' ; " . ? $ * [] / \
	We recommend to keep the name as short as possible. For excel exports there is a character limit of 25 for a sheet. This way you can avoid a cut off of the name.
	Furthermore, you must define an individual export label e.g. DEMO. If you export your data later on, this will be the corresponding label.
	We recommend that you always copy the name of the input form into the description.

	Here you can determine whether this input form should be "published" at study level or even at instance level. If you toggle this function on, you can reuse this exact input form when creating a new one. All you have to do is click on "Select template" when creating a new input form. Then a window opens in which you can choose between the general and study-specific templates. Depending on your user rights, you might only see the option to publish it as a template within this study.
	In this field, you can select the roles that should not have access to this input form. If an input form has an excluded user role, this form is not visible in the eCRF - also not in the progress in the study overview. Nevertheless, it is correctly included. With an ePRO it is a bit different: the form is not visible anywhere, but the progress is shown for the ePRO step (even if only the form with the excluded user role is included). If you click into the forms, you get the info that you don't have permission for it.  You can see where to set up or modify the roles here: How can I set up user roles?
	Signatures and locking are discussed in more detail in other articles. How do I create the locking function for an input form? How do I create the signature function for an input form?  For this process, the roles must already be defined and entered in the system.
	With this function, you can instruct the system to save the entered data only if all required input fields have been completed to 100% – this option, however, only works for ePROs and Surveys.
	After adding the input fields in the lower field, you can save the input form with the button "Create".
	The preview mode shows you what your eCRF would look like from the investigator's and/or subjects (for ePRO) perspective. This mode also allows you to easily identify any creation errors.

⭐ Good to know:

When you make updates in a form and save them, a notification banner appears to inform you that all changes are being saved in the background. This banner will automatically disappear as soon as the saving process is completed. Once the changes are successfully saved, you can continue to make further updates in the study, if desired.