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Navigate to your 'Online Designer' page
Click ‘Form Display Logic’
Create your condition(s)
Select one or more instrument(s) you wish to apply access logic to. The logic you create controls when said instrument is accessible.
If working with a longitudinal project:
Ensure you conditional logic includes the fields [event name] within the logic
Ensure you select the specific event(s) instruments you wish to apply logic to.
You will have the option to select unique event(s) or [all events]. Typically, [all events] is not used.
Click ‘Save’
Review, Test, and Update Form Display Logic as needed
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Let’s say you wish for a specific form instrument to be accesible to 1 user group, and a second unique form displayed instrument to be accesible to user group 2. In this example, the project has 3 instruments:
'Study Intro' where the participant is assigned to a group field (1 or 2)
‘Treatment Survey’ should only be accessible to participants assigned to group 1
‘Control Survey’ should only be accessible to participants assigned group 2
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To accomplish this you would…
a) Select the form(s) for user group 1 , > insert logic
b)Select the form(s) for user group 2 , > insert logic specific for group 2
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c) Save
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Now when reviewing the Record Status Dashboard you’ll see…
Records 1 & 2 which are assigned to group 1, have access to ‘Treatment Survey’. , but do NOT have access to ‘Control Survey'
Records 3 & 4 which are assigned to group 2, have access to ‘Control Survey’. , but NOT ‘Treatment Survey'
Record 5 has all forms available, as this record has not been assigned to a group, thus no conditions are able to be applied.
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Additional Considerations
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