Page Comparison

Initial Considerations

This tool is useful for projects who have participants that follow different workflows, as it allows you to grant access to instrument(s) at the record level when/if condition(s) are met. The logic is very similar to branching logic, except rather than applying logic at the field level, the logic is applied at a records instrument level.

• Form Display logic impacts view of and accessibility of instrument(s) within the Record Status Dashboard, Record Home Page, and Record Instrument List on the left-hand menu when in a participant record. When the condition is not met, said instrume(s) appear greyed-out .When a condition is NOT met for a given record, the instrument and cannot be accessed within the user interface by default: (click on the image(s) below to expand)

Important notes:

• Form Display Logic does not impact data imports as this feature only operates in the data entry user interface to enable/disable the display of instruments.You may define as many conditions as you want. A form may an instrument, but this can be adjusted using the ‘optional settings’ for this feature:

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• An instrument may be selected in multiple conditions

  • Form display logic is not able to enforce that all conditions

  , but if so, please note that

  • be met, instead the form will be enabled if at least one of the conditions is met.

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:

• '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

To accomplish this you would…

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

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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Now, let’s take it 1 steps further to cover a special use case of using ‘form display logic’ with ‘survey queue' functionality…

• If your Survey Queue is setup in a way which contradicts your Form display logic, Survey Queue functionality takes precedence over Form Display Logic.

  • Although record 13 indicates they are in group 1, the survey queue indicates that all records should complete the pre & post survey, so when the first survey is sent to a participant, they will be provided both surveys for completion, even though your user interface has this greyed out:

The Process (expand below)

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Additional Considerations

• Survey Queue + Form Display logic notes:

  • If your Survey Queue is setup in a way which contradicts your Form display logic, Survey Queue functionality takes precedence over Form Display Logic, as Form Display logic is only a display function for project users.

    • Example) The below example uses the ‘simple example’ use case listed above

      • Although record 13 indicates they are in group 1, the survey queue indicates that all records should complete the pre & post survey, so when the first survey is sent to a participant, they will be provided both surveys for completion, even though your user interface has this greyed out:

• If implementing ‘Form Display Logic’ in a Production project which has already collected data, be sure to review the ‘Optional Settings' and enable as needed for your projects specific needs.

  • Examples below :

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    • Keep forms enabled if they contain data: this selection

    will ensure internal project user can access instruments that have already collected data, that

    • ensures instruments which would normally be greyed out and restricted from display/access

    .

    • due to the condition not being met, are accessible to internal users if data has already been collected in said instrument: (notice the 3rd instrument is available to view)

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    • Hide forms that are disabled:

    this does the opposite of the above

    • If data has been collected and this setting is selected, then users cannot access the collected data from the user interface: (notice the 3rd instrument is greyed out:

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    • Enable support for Surve Auto-Continue: When collecting survey responses with