The Form Builder is the same tool across every module: eCRF, ePRO, eConsent, Recruitment and the Subject database. This article is the route through it, in the order you will actually work, with a link to the detail at each step.

1. Create the structure

How you design sections, subsections and questions depends on the module. In the eCRF a section represents a visit; in ePRO and Recruitment the participant sees one question at a time, so the structure matters for a different reason.

Design the structure of your form

2. Add questions

Questions go under each subsection. A few are worth knowing before you start:

Radio buttons for a single choice. This is the most common type by far.
Checkboxes for several answers. Not the same as radio buttons, and mixing them up is a common cause of rework.
Instructions for anything sent directly to a participant, who has no one standing next to them to explain.
Plus text, dropdown, date and time, number, slider, file upload, calculation and more.

Add questions to your forms

3. Test it as you go

Do not wait until the form is finished. Testing while you build confirms that questions display correctly, that the logic behaves, and that the experience matches what you intended.

💡 Tip: this is the step people skip, and it is the expensive one to skip. A mistake caught in the first subsection is one fix. The same mistake caught at the end has been repeated across every section you built afterwards.

Testing works slightly differently per module:

Build, test and publish an eCRF

Create, test and publish an ePRO form

Create, update and publish an eConsent Form

4. Show only what is relevant

Show or hide questions, subsections and whole sections based on earlier answers, so nobody reads a question that does not apply to them.

Use conditional logic to show/hide content automatically

5. Add data validation

Validation rules catch problems at the point of entry rather than months later.

In the eCRF, validation can raise an automatic query or display a message.
In Recruitment, validation can exclude a subject automatically.

Build automated queries with data validation

6. Duplicate instead of rebuilding

Duplicate a question, a subsection or a whole section rather than building the same thing twice.

Duplicate a section/sub-section/question

7. Start from a template

A template gets you a pre-configured form instead of a blank one, and templates are shared across your whole instance.

Manage your form templates

Design Forms with the Builder