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 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.

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.

The Process

1. Navigate to your 'Online Designer' page

2. Click ‘Form Display Logic’

   

3. Create your condition(s)

   1. Select one or more instrument(s) you wish to apply access logic to. The logic you create controls when said instrument is accessible.

      1. 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.

           

4. Click ‘Save’

5. Review, Test, and Update Form Display Logic as needed

Additional Considerations

• 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: