Skip to main content

Building a Disclosure Form

Emily Yeomans
  • Updated

As a system administrator, you can build and customize the disclosure forms that your researchers use.

Accessing the Form Manager

  1. In the menu, click on More, and then click on Form Manager.

    2019-08-08_15-33-51.png
  2. Click on Disclosure.

    2019-03-12_10-39-59.png

Building the Disclosure Form

Disclosure forms can be as simple or complex as you need them to be. You are able to organize your form by grouping questions into sections, reorganize your questions by dragging them up or down the page, and number and label your questions for easy distinction. You can also create rules so certain questions only appear when their parent question is answered in a certain way.

Sections

Sections are displayed on the left-hand side of the form manager. You can add a new section by clicking 2019-03-12_13-11-12.png. The 2019-03-12_13-11-02.png menu provides options to remove or rearrange a section.

2019-03-12_13-11-53.png

While you can't give sections numbers or descriptions, you can rename the section by clicking on 2019-03-13_10-25-16.png at the top of the section bar in the body of the disclosure.

2019-03-13_10-26-27.png

You can also change the rules of how the section appears.

Adding and Rearranging Objects

Objects can be dragged from the right-hand side of the form manager into the body of the disclosure.

2019-03-12_13-14-02.gif

Once an object is placed on the page, you can rearrange it by holding 2019-03-13_10-31-32.png and dragging the object to a new location. 2019-03-12_14-07-21.gif

Editing Objects

Clicking on 2019-03-13_10-25-16.png will expand the General tab for editing the object.

2019-03-13_10-35-20.png

  1. Edit the question number.
  2. Add a question title.
  3. Change the description. This may be a good field to insert question instructions.
  4. Check this box to make the question required. All questions other than Significant Financial Interest are optional by default.
  5. If your question is customizable, such as checkbox or drop-down fields, you can edit these at the bottom of the General Tab.
  6. Some questions will allow you to add or remove options with and buttons.

Display Rules

With display rules, you can customize when your questions appear. For example, a question may only apply to a researcher if they answered yes to the previous question.

To set up a rule for the question, click on the Display Rules tab, and click into the Rule Target field.

2019-03-12_12-53-19.png

Use the add rule screen to set up your rule. You are choosing the question or specific answer that will trigger your current question to appear. Clicking on 2019-03-12_12-57-03.png will advance you deeper into the structural hierarchy (Section to Question to Options). Click the checkbox to select the trigger, and then click 2019-03-12_13-13-22.png.

2019-03-12_13-08-08.gif

You can apply a second rule group by clicking 2019-03-12_11-18-58.png.

Questions with applied rules will have a 2019-03-12_13-09-48.png icon at the top of them.

Help Text

Inputting help text for each question is optional, and gives you the opportunity to explain a question in more detail to the researcher.

To set up help text, click on the Help Text tab and enter your help text into the provided box.

2019-03-13_13-46-37.png

Questions with applied help text will have a question mark (?) icon at the top of them.

Importing and Exporting Disclosure Forms

Disclosure forms may be imported and exported into other environments.

How to Import a Form

  1. Go to the Outside Interests homepage > More > Forms Manager.
  2. Click on the Import Template button to begin the process.



  3. Complete the import information (Type, choose a file location, and add an optional description if desired).



  4. Click Save.

How to Export a Form

  1. Go to the Outside Interests homepage > More > Forms Manager.
  2. Click on the desired form you wish to export.



  3. Click on the Export button.



 

Related articles