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Form Builder - CRF Management

Manage CRFs in Form Builder, including view, version handling, share, and delete actions.

Last updated: 04/14/2026

Overview​

The Form Builder management page is where you manage CRFs before opening the detailed editor.

Main URLs:

  • Form Builder list: https://[instance]/apps/formbuilder
  • CRF version editor: https://[instance]/apps/formbuilder/crf-version/[versionId]

Example:

CRF List Page​

From the Form Builder list page, you can:

  • Create a new CRF
  • View existing CRFs
  • Open CRF versions and actions
  • Review status, creator, created date, last updated date, and latest version

Form Builder CRF list

Create a New CRF​

  1. Open Form Builder.
  2. Select Create a new CRF.
  3. Enter required CRF details in the create dialog.
  4. Select Submit to create the CRF and open it in editor mode.

Create a new CRF dialog

View a CRF​

To view a CRF and its versions:

  1. Find the CRF row in the list.
  2. Select View.
  3. In the details dialog, review:
    • Created date
    • Creator
    • Version list
    • Version status

View CRF versions dialog

Create a New Version​

From the CRF version dialog, version lifecycle is handled from the current latest version.

Typical flow:

  1. Open View for the CRF.
  2. Use Lock to finalize the current editable version.
  3. Open the next editable version for updates through Edit when available.

Use this flow when you need a controlled update instead of overwriting the working version directly.

View a Version​

From the View dialog:

  1. Select the version link (for example, V.1.0).
  2. Open it in version editor/preview context.
  3. Confirm content and status before making changes.

Share a CRF​

To share a CRF:

  1. In the CRF row, open the more-actions menu (three-dot icon).
  2. Select Share.
  3. Complete sharing details in the share flow.

Delete a CRF​

Two delete entry points are available:

  • From the row more-actions menu: Delete
  • From the CRF version dialog: Delete

Before deleting:

  • Verify the CRF is not required by active study workflows.
  • Confirm the correct CRF and version context.

CRF row Share/Delete menu

Next Step: Build a Complete CRF​

For full editor instructions (drag-and-drop components, field configuration, rules, and end-to-end build), continue here:

Notes​

  • Available actions may vary by CRF status and user permissions.
  • Version behavior depends on your environment workflow and lock policy.
  • Use version control practices to keep auditability and reduce accidental changes.
Form BuilderEDCCRFManagement