Publish and Unpublish Form

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Build Steps:

  1. Add Study
  2. Add Forms
  3. Deploy Study
  4. Publish Forms
  5. Add Events
  6. Add Groups
  7. Add Rules
  8. Add Sites
  9. Add Users

To publish a form:

  1. Click Forms in the Left Menu.
  2. Locate the relevant form in the list, if necessary using the filtering and sorting features.
  3. Click the Actions icon, then from the dropdown, click Publish.
  4. On the Publish Form page, you can set a different version; this is recommended to indicate your changes are significant. Then click Publish.
  5. A message will indicate whether or not the publish operation was successful.

If the form fails to publish, the following occurs:

  1. An email is sent, reporting that the form that failed to publish.
  2. The error from Captivate Live is displayed.

Note:

  • You cannot change the form version using a mass publish action.  In a mass publish action, the major version string is unchanged and the minor version will be incremented.

Once a form is published, it can be unpublished to remove it from Captivate Live. To unpublish a form:

  1. Click Forms in the Left Menu.
  2. Locate the relevant form in the list, if necessary using the filtering and sorting features.
  3. Click the Actions icon, then from the dropdown, click Unpublish.
  4. Click Unpublish again i the popup to confirm that you want to remove the form from Captivate Live.
  5. If the CRF has associated clinical data, a similar pop-up window is displayed.  It gives you the option to Force Delete the clinical data, or keep it. This operation is not reversible. If you are unsure, click Keep Data.
  6. When the form is successfully unpublished, its status reverts to Draft.