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Form Display Logic does not impact data imports but only operates in the data entry user interface to enable/disable forms.
You may define as many conditions as you want. A form may be selected in multiple conditions, but if so, please note that the form will be enabled if at least one of the conditions is met.
Form Display Logic is not utilized by the Survey Queue at all but can affect the behavior of the Survey Auto-Continue feature
Form Display logic will be applied to Record Status Dashboard, Record Home Page, and the instrument list on the left-hand menu when in a participant record.
The Process
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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Simple example:
Let’s say you wish for a specific instrument to be accesible to 1 user group, and a second unique instrument to be accesible to user group 2. In this example, the project has 3 instruments:
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a) Select the form(s) for user group 1 > insert logic, (see condition 1 below)
b)Select the form(s) for user group 2 > insert logic specific for group 2, (see condition 2 below)
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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The Process
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 your 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 as form display logic is utilized to create unique conditions at specific timepoints, rather than across all timepoints.
Click ‘Save’
Review, Test, and Update Form Display Logic as needed
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Additional Considerations
If implementing ‘Form Display Logic’ in a Production project which has already collected data, be sure to review the ‘Option ‘Optional Settings' and enable as needed for your projects specific needs:
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