Once you have saved the basic project data, you can now define the input fields for your project. These fields form the central structure of your user-defined input screen. You determine which information is recorded and how the input screen is structured.

Field settings in detail

Field code:
Assign a unique technical name for the field. This is used for internal processing and should be descriptive, but without special characters or spaces.

Field name:
The name displayed in the input screen. Choose a clear, understandable name for the user.

Unit:
Optional – The unit (e.g. ml, °C) is displayed next to the field and provides the user with orientation.

Description:
Enter a brief explanation or help for the field. This information is displayed to the user when they click on the “?” symbol next to the field in the input screen.

Field type:
Determine which data type the field should have (e.g. text, number, date, dropdown).

Sort value:
This numerical value determines the order of the fields within a section. We recommend using jumps such as 10, 20, 30 to make it easier to insert fields in between later.

Structuring by pages/sections:

The input screen can be divided into sections to improve clarity.

• Section name: Give each section a name, e.g. “Patient data” or “Sample information”.

• Assign fields: Assign the appropriate section name to the field.

• Example:

  • Section: “Patient data”

    • Name” field

    • Date of birth” field

  • Section: “Sample information”

    • Sample ID” field

    • Field “Withdrawal date”

This structure makes orientation and data maintenance much easier for the user.

Conditions:
Specify whether a field should only be visible under certain conditions (e.g. depending on the selection of another field). This keeps the screen clear.

Mandatory field:
Activate this option if the field is mandatory.

Inactive:
The field is temporarily hidden, but can be reactivated if required.

Part of the case key:
Important for multiple entries per case: This field is used to differentiate between several data records for the same case (e.g. for data imports).

Displayed in overview list:
Activate this option if the field should also be displayed in the list view of the project data.

Minimum user role:
Specify the user role from which the field is visible. The selected role and all higher roles see the field.

As soon as you have created and saved the required fields, your input mask is ready for use.