Form Building Overview and Guide

Form Field Type - Hide or Hidden Fields
Tool Name: Hide or Hidden Fields Two ways to hide a field:   1) Hidden Field attribute in field properties   2) Hide Expression: This is the...
Thu, Nov 11, 2021 at 1:30 AM
Form Field Type - Hide Forms and Intervals
Table of Contents Overview Form Level Conditional Actions Defining a Form Level Conditional Action Hiding Visit Intervals in the Scheduled Visit/Events...
Thu, Jul 29, 2021 at 12:46 PM
Form Field Type - Hide Tabs
Summary This article covers how to hide Tabs within the form builder.  Overview Hiding Tabs in Datatrak Direct is an easy process. H...
Thu, Jul 29, 2021 at 12:41 PM
Validations (Edit Checks)
Summary This article will cover how to configure validations also commonly referred to as an edit check. Table of Contents Validation Using the Min/M...
Fri, Apr 9, 2021 at 8:33 PM
Form Field Type - Pop-Up Message
Tool Name: Pop-Up Message Tool Description:  A pop-up message refers to a customizable graphical control element that ...
Thu, Jul 29, 2021 at 12:42 PM
Compute Value
Summary This article covers the Compute Value Conditional Action. The Compute Value allows a User to build an assortment of arithmetic operations with a ...
Wed, Dec 29, 2021 at 9:41 AM
Populate Value
Table of Contents Defining a Populate Value Conditional Action Understanding Populate Value Logic Types of Values with Which to Populate Using Popu...
Fri, Apr 9, 2021 at 7:40 PM
Email Message (Notifications)
Table of Contents Email Editing Email Deleting Email Distribution List Email Distribution List – Editing Email Distribution List – Deleting Ema...
Mon, Apr 12, 2021 at 9:24 AM
External Variables
Summary This article covers creating Conditional Actions that access fields defined in other forms also known as External Variables. Table of Co...
Fri, Jan 29, 2021 at 10:01 AM
Form Libraries
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 t...
Fri, Apr 9, 2021 at 7:44 PM