Forms

The Form editor allows Form properties to be modified and Fields to be added, removed and modified.

Note

No changes are made to the Form until the Form is Saved. This includes added, deleted and changed fields.

View Options

  • the Form Fields can be viewed with a Rave Classic-like style, or Rave EDC.

  • the Field Properties sheet can be displayed or hidden

  • the Form Fields can be displayed with or without key properties such as Field OID.

  • an EDC Role can be selected. View Restricted and Inactive Fields will be greyed out. Entry Restricted Fields will have the data entry control disabled.

The above view options will be remembered when moving between Forms.

Adding Fields

New Fields can be added by clicking on any of the Add buttons at the bottom of the field area. The add buttons allow you to quickly add Text, Label, Date/Time and Data Dictionary fields.

Fields can be added to the top or bottom of the Fields list, or before or after the currently selected Field.

Reordering Fields

Fields may be re-ordered by dragging a field line to a new position in the list. When approaching the top or bottom of the fields visible in the display the list will auto-scroll. If the auto-scroll pauses then moving the mouse slightly should restart it.

Deleting Fields

A Field may be deleted from the Field list if it is not referenced by any Edit Checks / Derivations. The deletion of a Field is finalized when you Save the Form.

The Field Property Sheet

The Field Property sheet shows the properties of the currently Selected Field. Some attributes of Fields are disabled for editing when certain control types are selected. For example, a Label field cannot have a Variable OID since it does not collect data. Similarly, non-Date/Time fields should not have “Query Future Date” set. Note that often controls are “greyed out” to show that they should not be used but since Medidata Rave allows Field attributes to be set this way TrialGrid does not prevent all conflicting combinations.

See also

Field Properties

Standards Management

The Form editor provides a number of Standards Management features which are displayed only when a Draft is part of a Standards Management Project.

Form Allowed Changes

Under the tab “Standards Control” the Form Editor has a checkbox which controls whether or not Fields may be deleted from Forms in other Drafts that use this Form as a Standard. When this checkbox is checked, fields MAY be deleted from Forms without triggering an unexplained change. If the checkbox is not checked then deleting a field from this Standard Form will require explanation.

Field Allowed Changes

At the Field level, the Property sheet has a “Standards” tab with two options:

  1. A slider, Required / Not Required which control whether this Field may be omitted in a Draft that uses this Form as a standard without requiring explanation. Note that this is only valid if at the Form level the “Fields may be deleted” option is set. Otherwise, it is ignored.

  2. A selection box allowing Field properties to be omitted from compliance checking. Any Property name selected in this list (multi-selections are possible) is ignored for the purposes of compliance checking. This allows a Field to have Standard Properties set but to ignore (for example) the Pre Text or Help Text properties if these should be modified in studies which use this Form.