Initial Considerations
Form Display Logic can be used to create conditional logic which determines which instruments are or are not available for use within a participant record. This tool is useful for projects who have participants that follow different workflows, as it allows you to block or allow access to instruments at the record level when/if a condition is met.
The logic is very similarly to branching logic, except rather than applying logic at the field level, the logic is applied at the records instrument level.
Important notes:
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
Simple example:
Let’s say you wish for a specific form to be accesible to 1 user group, and a second unique form displayed 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 group 1
‘Control Survey’ should only be accessible to group 2
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
Now when reviewing the Record Status Dashboard you’ll see…
Records 1 & 2 which are assigned to group 1, have access to ‘Treatment Survey’.
Records 3 & 4 which are assigned to group 2, have access to ‘Control Survey’.
Record 5 has all forms available, as this record has not been assigned to a group, thus no conditions are applied.
Additional Considerations
If implementing ‘Form Display Logic’ in a Production project which has already collected data, be sure to review the ‘Option Settings' and enable as needed for your projects specific needs:
