How do I fill the input form with data fields and layout? (Step 3)

Learn how to create and edit the different input fields and what to consider.

Here, you will be able to set up the respective input fields of your eCRF (including ePRO) or your survey. To do this, scroll down to the "Input Form Content" in the new or previously created input form. The following view will appear. You can add new fields and/or existing fields (fields created by a user and saved as "reusable").

1. Drag & drop the desired input field type into the grey dotted field on the left.
2. Now, click on the respective input field on the left to edit it further.
3. A pop-up window will open.

	The item question text to be displayed on the actual form of the eCRF/ePRO (or Survey) is entered in the display label field (e.g. gender).
	The database label is filled in automatically by the system and does not require any further attention. By default, the first entry in the display label = database label = export label. If changes are made to the display label after the first save, only the database label is updated. The export label is not updated. It is advisable to keep display label = database label, as database labels are used in smart filters within a study/survey and in input form dependencies (refer to applicable article)
	The export label field is also filled in automatically by the system (see 2). However, it is advisable to create unique export labels. Please be sure to exclude the following characters: When exporting the data (e.g. as Excel or CSV), these labels are displayed in the column headings.  + ' ; " . ? $ * [ ] / \ At the general input form level, the export label is always displayed next to the display labels in round brackets.
	If you enter a description, this text appears in light grey below the input field.
	You can fill in the placeholder if you want to show the end users an example of an entry. This example is displayed in light grey and disappears as soon as the end user enters something in the field.
	As soon as you check the "required" box, this input field is marked with a red asterisk. This has an impact on the data entry progress display in the subject overview. Basics: The completion progress of the input form in the study or survey is calculated based on the data entry in fields that have been marked as "required". If you have marked only one field as required, the system will register the form as 100% completed as soon as this field has been filled. If you have not marked any field as required, the system will consider all open questions. If you have both required and non-required marked fields, only the fields marked as required will still be considered for the progress. Required fields hidden by a dependency are not considered missing and are not calculated in the progress. ePROs are also taken into account in the progress (depending on the required marking).
	SDV is generally understood as source data verification. As soon as you check the "SDV required" box, a circle with a check mark inside appears next to the display label (the question). Read more about source data verification in the following article: How do I verify the entered data in Climedo?
	If you save an input field as "reusable", this input field will appear in the list of "Existing fields" above the "New Fields".
	For the input field types "Single Choice", "Multiple Choice" and "Dropdown-List", we distinguish between option labels and option values. The label will be shown to the user and appears in filters, dependency settings etc. The value can be alphanumeric and can be used for smart field calculations. You can add multiple options with both a label and a value by adding them in the following format: "Label;Value".   In the export, you will be able to choose whether the label, the value or both in the format label(value) are exported.   Per default the first two selection options are entered by the system as examples. You can delete this text and enter your own options. At the general input form level, the values are displayed next to the option labels in square brackets, but only if the labels and values are different.
	If you want to enter more than two selection options, go to the lower field, enter your additional option(s) and then click on "Add option(s)".
	Last but not least: Don't forget to save your changes. At this point, we would recommend that you review your form using the preview mode (top right – input form settings).

⭐ Fun facts:

1. If you subsequently change your display label the export label will also change automatically (see 2). This can easily be circumvented. Before revising your display label, go to the line of the export label and enter any character (or a space character), then change your display label. Make sure, however, to remove the additional character from your export label afterwards. (a forgotten space character will be displayed as "_".). Save and verify your export labels via export (e.g. as an Excel export of the study/survey subject data) to make sure they were not altered.
2. If you want to enter several selection options at once into an input field (see 10) instead of one by one, you can also do this very easily by copying and pasting the list of options. The most suitable programmes for this are Microsoft Word and Excel. Simply enter the selection options one below the other (separate lines each), copy and paste.

Layout

With the two layout buttons on the right side, you can add up to three columns and unlimited rows below. These fields can now be filled with input fields. Please note that the columns or rows you add must be filled with an input field. Empty columns or rows will not be saved. 

⭐ Good to know:

These sections can impact the layout experienced by patients, particularly in ePROs. In Step 4 - Workflow, you have the option to display the question(s) in each section on separate pages. This feature is especially useful for licensed questionnaires that require one question per page. To enable this layout, place each question into its own section and activate the corresponding function in the workflow settings.

For more details, read the following article: How can I edit ePRO settings? (Step 4)

If you want to remove added columns or rows, click on the checkbox at the top left of each field. Now you can choose between the two functions "merge" and "delete". Please note: If you select "delete", the input fields that have been entered into the selected fields will be deleted. If you select "merge", the input fields will be moved into the newly created field.

⭐ 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.

The following articles may also be of interest to you:

Dependency: 

• How can I set up dependencies within an input form?

Validation:

• How do I create validations within the trigger events of my study? (recommended)
• How can I set up validations within an input form?