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Design Forms with the Builder

Updated over 3 weeks ago

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.


Step 2: Add questions

Use the builder to add questions under each subsection.

  1. Radio buttons (single choice) are the most common type.

  2. Checkboxes allow multiple answers (not to be confused with radios).

  3. Instructions are useful for any questionnaire sent directly to participants

  4. Many other question types are available: text, dropdown, date/time, number, slider, file upload, calculation, and more.

πŸ‘‰ See add questions


Step 3: Test it

Don’t 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.

πŸ‘‰ 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 what’s relevant to them.


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.

πŸ‘‰ 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.


Step 7: Use templates

Accelerate your form building by starting from pre-configured templates instead of creating everything manually.

πŸ‘‰ See work with templates

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