The Form Builder in Datacapt is used across all modules: eCRF, ePRO, eConsent, Recruitment, and Subject database.
You can use it to add and organise questions, instructions, and other blocks in your forms.
Step 1: Create the structure
The way you design the structure (sections, subsections, questions) depends on the module you are working with. In eCRF, each section represents a visit, while in ePRO or Recruitment participants only see one question at a time.
π See Design your structure
Step 2: Add questions
Use the builder to add questions under each subsection.
Radio buttons (single choice) are the most common type.
Checkboxes allow multiple answers (not to be confused with radios).
Instructions are useful for any questionnaire sent directly to participants
Many other question types are available: text, dropdown, date/time, number, slider, file upload, calculation, and more.
π See add questions
Step 3: Test it
Donβt wait until your form is finished to test it. Testing regularly while you build helps you confirm that questions display correctly, logic works as intended, and the participant or site experience matches your expectations.
By testing early and often, you can spot mistakes right away instead of repeating them across the form and having to rebuild large parts later.
π Depending on the module, testing works slightly differently. See the dedicated articles for testing eCRF, testing ePRO, testing eConsent, and testing Recruitment.
Step 4: Only show what is necessary
Show or hide questions, subsections, or sections based on previous answers, so participants and users only see whatβs relevant to them.
π See Set conditional logic
Step 5: Use data validation
Add rules to ensure data accuracy and consistency:
In eCRF, validation can trigger automatic queries or display messages.
In Recruitment, validation can automatically exclude subjects.
π See set data validation rules
Step 6: Duplicate content
Save time by duplicating questions, subsections, or even whole sections instead of rebuilding them from scratch.
π See duplicate content
Step 7: Use templates
Accelerate your form building by starting from pre-configured templates instead of creating everything manually.
π See work with templates