Forms Settings

This menu controls metadata and other form settings throughout the study room. Studies sometimes require custom settings to form fields that appear throughout a study room, such as document metadata fields, question and answer forms, and audit related fields. We recommend partnering with the Trial Interactive Service Desk before making any changes to these settings.

• Metadata system fields can be switched off and on from this view.
• Changes here will affect the fields that users have the availability to view in document profiles for all different document types in a room.
• Settings here work in conjunction with Q&A Settings, Document Types settings, and Countries settings. Custom metadata fields can be created and set up here, too.
• Making changes to these advanced settings should only be done in close consultation with the Project Manager.

1. Navigate to Settings module and select Forms Settings
2. The Metadata Fields window opens in the grid. Refer to the screenshot below:

Though the individual fields and field options differ from form to form, the operations to add, to delete, and to edit these settings are consistent across the array of forms. From here you can perform the following settings functions:

• Adding a Custom Field
• Editing a Metadata Field
• Deleting a Field
• Setting Advanced Validation Fields