Set item as matrix object
The Study Designer application enables study teams to configure CRFs for clinical trial visits with a variety of tools. There are various form field options such as text fields, checkboxes, dropdown menus, date pickers, and more. You can place these fields on the form canvas, arrange them as needed, and make sure they are associated with the corresponding variables.
When associating forms with visits, the system automatically shares all question items between the parent unique form and its child forms. However, it may occur that some items available on the unique form may not be required on forms of some visits. In order to have the possibility to hide such items, you can set them as matrix objects and then maintain the SOA matrix to specify what items need to be available or hidden in different visit forms.
Important
This feature is not available for items whose questions are already set as matrix objects.
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In the Study Designer application header, select the CRF DESIGN tab.
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In the toolbar, select the latest draft CRF version marked with the respective unlock symbol
, otherwise, you cannot perform any actions.
Figure 1. Selecting latest draft CRF version
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In the left pane that appears, expand the unique form directory of any visit. Then select the needed form.
Important
Note that by updating a unique form, you introduce changes to all visit forms linked to it and vice versa.
Figure 2. Accessing form to configure
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On the form content page that appears, next to the needed question item, select More
> Set as Matrix Object 
.
Figure 3. Selecting option to set item as matrix object
Once selected, the item is marked as the matrix object. You can now maintain the SOA matrix to specify where this item needs to be available or hidden in different visit forms.