Create protocols and convert them into form-like experiments, allowing members to interact with the form object but not edit.
How to create a form element:
1. On a protocol page > Click on any section to activate the editing mode --> Go to the 'More' menu --> Choose 'Add form':
2. Start building your template by adding new form objects from the text editor toolbar by clicking on the round circle button, choose the type if input and click 'Insert'.
The form objects can be inserted anywhere within the element.
For each Form Input field, you can decide whether it should be mandatory or not by checking the 'Mark as Required' box.
The form objects you can add are:
 | Simple Text input - Any text can be entered in this field. You can optionally add a hint to let the users know what should be written in that field. |
 | Numbers only input - Only numbers can be added to this field. |
 | Paragraph input - Add longer text than the simple object. |
 | Collection input - A collection dropdown menu to choose one item of that collection. You can also have fields auto-populated according to the item information, learn more in this article. |
 | Checkbox - Add a checkbox to allow users the option to select from a list or verify a step. Many options can be checked in parallel. |
 | Radio button - Add buttons under the same group name to create a list of options where only one can be selected. |
 | Select box - Create a pre-defined list for users to select only one the options. |
 | Date Picker - Brings up a mini calendar. |
 | Time Picker - Add the time. |
 | Member input - Add any of the members of your account to the form template |
 | Equipment - Creates a dropdown menu to choose an instrument from the equipment list |
 | Insert workflow trigger - Add the external link of an existing workflow, to trigger its execution |
Form example:
For a comprehensive understanding of constructing and leveraging the Form element and its application in data collection, check out the full webinar on "Data Mastery: Forms and Datasets":