Summary

This article explains how to create, edit, and delete form libraries.

Form Libraries are used to store forms in the cloud that are created in the Form Builder application. Forms stored in the Form Library can be used across all hosts and studies that you are a part of. 


The Form Library Manager allows assigned users with the appropriate rights granted the ability to add new form library, edit, and delete libraries.                           


Create Form Library
To create a new Form Library, select Form Library Manager from the Website Host drop-down menu.


This opens the Form Library Manager page. The page contains the Current Form Libraries data table, which lists all of the Current Form Libraries in the System and the Add New Form Library form.

 

  1. Click in the Name field and type in a New Form Library Name.
  2. Click the Availability drop-down and select Private within Sponsor (the only choice). Specific forms can be imported and exported (shared between studies or with other users) using the controls in the Form Builder application accessed from either the Website Host or Study menus. (See the Form Builder - Importing Forms and Form Builder - Exporting Forms help documents for further information.)
  3. Click the Save Form Library button.

After clicking Save Form Library, the New Library populates the Current Form Libraries data table as shown in the figure below.

 

Within this library, the user can save all the forms that pertain to the Website Host as well as the studies that will be conducted under this website host. There is no limit to the number of libraries in the system.


Edit Form Library:


Click on the editable field and make the necessary changes. To save the changes, click Update. To cancel any changes made, select Cancel.


Delete Form Library:


Click on the delete link and the form will be deleted from the library.


Note: You must have proper rights to edit and delete. These can be controlled by your rights manager.


Click here to learn how to import forms from your Form Libraries.

Need more help?

Please visit the Datatrak Contact Information page.