Study build · eCRF designUpdated October 10, 2026

eCRF skip logic and calculated fields that keep forms short and values right

Show a follow-up question only when it applies. Let the form calculate BMI, eGFR, QTc and age so nobody types a derived value. Capture does both in the visual builder, with no code, and edit checks catch what is left.

  • Show or hide on earlier answers
  • Read-only calculated values
  • Edit checks for the rest

Free sandbox · No credit card · 21 CFR Part 11 aligned

Vital signs and screening labs
Subject 001-0042 · Visit 3 (Week 4) · Demo dataDraft

Entered by site

Height

172cm

Weight

78.4kg

Systolic BP

128mmHg

Diastolic BP

82mmHg

Calculated, read-only

BMI

26.5 kg/m² Calculated

Mean arterial pressure

97.3 mmHg Calculated

Pulse pressure

46 mmHg Calculated
Derived values fill in as the inputs are entered.

What this page covers

  • Skip logic shows or hides questions based on earlier answers, so sites see only what applies and forms stay short.
  • Calculated fields fill in from other fields on the form and are read-only during entry, so a derived value is never typed or mistyped.
  • Capture's calculators: BMI, BSA (Mosteller and Du Bois), waist-hip ratio, MAP, pulse pressure, eGFR (CKD-EPI 2021), creatinine clearance (Cockcroft-Gault), QTc (Bazett and Fridericia), QTcF from heart rate, age from date of birth, and minutes or hours between two date-times.
  • Edit checks are the third layer. They validate what sites do type, with range and custom rules that raise an auto-query. See edit checks software.
  • All of it is configured in the visual builder and tested in the free sandbox before any participant is enrolled.

Why it matters

The three layers that keep eCRF data clean

Most data queries come from three sources: a site answered something that did not apply, a site calculated something by hand and got it wrong, or a site entered a value that is out of range. Each has its own fix. Skip logic removes questions that do not apply. Calculated fields remove calculations. Edit checks catch the genuinely suspicious entries that remain. Design the first two properly and the third has far less to do.

Paper CRFs had none of these tools, which is why they carry instructions such as "if yes, go to question 12" and blank boxes for BMI. Copying that layout into an electronic form keeps every limitation and adds none of the benefits. The guide to designing an eCRF and the page on paper CRF to eCRF conversion cover redesigning rather than replicating.

Skip logic and calculations also shape the data you analyse. A hidden question is an answer that was not needed, not an answer that was forgotten, and a calculated value always agrees with its inputs. That is cleaner than a spreadsheet of mixed hand calculations, and it is easier for a statistician to defend.

Skip logic and branching

Ask only what applies

In the visual builder you attach a condition to a question: show it when an earlier answer matches. A follow-up about hospital admission appears only when the event was serious. A pregnancy test appears only for participants where it is relevant. The site sees a shorter form with no dead ends.

  • Show or hide questions based on earlier answers on the form.
  • Tested in the sandbox with sample data before go-live.
  • Forms are drafted, then approved; approved forms are locked for live use.
CRF builder for clinical trials
Adverse event, serious branch
Subject 002-0017 · Demo data

Event term

Pneumonia

Serious?

NoYes

Seriousness criteria

Shown only when Serious is Yes

DeathLife-threateningHospitalisationDisability

Causality (study treatment)

Required for serious events

Possibly related
Answer No and the seriousness fields disappear.

Design rules

When to use skip logic, a calculated field or an edit check

SituationUseExample
A question only makes sense after another answerSkip logicSeriousness criteria only when the event is serious
A value is a formula of other fieldsCalculated fieldBMI from height and weight
A value must stay in a plausible rangeEdit check (range high or low)Systolic BP above the protocol limit raises a query
A value must match a specific ruleEdit check (custom value rule)Date of onset after date of consent
A repeating set of measurementsTable sectionLab analytes as rows with unit, result and reference range

Calculated fields never need a range check on the calculated value itself if the inputs are checked. Check the inputs.

Calculated fields

Pick a formula, map the inputs, done

Turn any field into a calculated one. Choose a formula, map its inputs to questions on the form, and the value fills in during entry as read-only. Capture suggests the inputs from your question labels.

  • BMI, BSA (Mosteller and Du Bois) and waist-hip ratio.
  • Mean arterial pressure and pulse pressure from blood pressure.
  • eGFR (CKD-EPI 2021) and creatinine clearance (Cockcroft-Gault).
  • QTc (Bazett and Fridericia) and QTcF from heart rate.
  • Age from date of birth, and minutes or hours between two date-times.
Calculated field

BMI (Body Mass Index)

Auto-derived

Height (cm)

172

Weight (kg)

68.5

Result

23.2 kg/m²

Reference: WHO · shown read-only during data entry

AnthropometryBMIBSA (Mosteller)BSA (Du Bois)Waist-hip ratio
VitalsMAPPulse pressure
RenaleGFR (CKD-EPI 2021)CrCl (Cockcroft-Gault)
CardiacQTc (Bazett)QTc (Fridericia)QTcF from heart rate
DatesAge from DOBMinutes betweenHours between

Worked example

The formulas behind the calculators, with one participant

Demo participant: woman, date of birth 1972-03-09, visit on 2026-10-02, height 172 cm, weight 78.4 kg, BP 128/82 mmHg, serum creatinine 1.0 mg/dL, QT 392 ms, heart rate 68 beats/min. Results rounded for display.

FieldFormulaResult
Age from DOBWhole years between date of birth and visit date54 years
BMIweight (kg) ÷ height (m)²26.5 kg/m²
BSA, Mosteller√(height cm × weight kg ÷ 3600)1.94 m²
BSA, Du Bois0.007184 × weight^0.425 × height^0.7251.92 m²
Mean arterial pressurediastolic + (systolic − diastolic) ÷ 397.3 mmHg
Pulse pressuresystolic − diastolic46 mmHg
QTc, BazettQT ÷ √RR, with RR = 60 ÷ heart rate in seconds417 ms
QTc, FridericiaQT ÷ RR^(1/3)409 ms
eGFR, CKD-EPI 2021142 × min(Scr/κ, 1)^α × max(Scr/κ, 1)^−1.200 × 0.9938^age × 1.012 if female; κ 0.7 and α −0.241 for women, κ 0.9 and α −0.302 for men67 mL/min/1.73 m²
Creatinine clearance, Cockcroft-Gault(140 − age) × weight ÷ (72 × Scr), × 0.85 if female79.6 mL/min

Check which formula your protocol specifies. Bazett over-corrects at high heart rates, which is why many protocols prefer Fridericia. The eGFR and QTc pages have interactive versions: [eGFR CKD-EPI calculator](/solutions/egfr-ckd-epi-calculator) and [QTc calculator](/solutions/qtc-calculator).

Build the form and watch it calculate

Add height, weight and blood pressure to a sample form in the free sandbox, map the BMI and MAP calculators and enter a participant.

Start building your study free

Design advice

Five mistakes to avoid

First, do not branch on free text. Skip logic works best on structured answers such as yes or no, a dropdown or a number, because the condition is then exact. Second, do not hide anything the protocol requires. If a question is mandatory for every participant, it should not sit behind a condition. Third, keep the chain short. Three levels of nested conditions are hard for sites to follow and hard for you to test, so split the form instead.

Fourth, put the units on the inputs and keep them fixed. A calculated BMI is only right if height is in centimetres and weight in kilograms, so collect them that way and do not leave unit choice to the site. Fifth, decide with your statistician which derived values are calculated at collection and which in analysis. A clinical derivation the site needs to see, such as eGFR for eligibility, belongs on the form. A complex endpoint derived across visits is better built in analysis programs, where the rules are written once and version-controlled.

Finally, test it. In the free sandbox, enter boundary values, change an earlier answer after a dependent question was filled in, and confirm the form behaves as the protocol expects. A form that passes your own testing is far cheaper than a form amended after the first participant. See the vital signs eCRF template for a form that already uses calculated BMI, MAP and pulse pressure as a starting point.

Before go-live

Logic checklist

Every condition tested

Answer each trigger both ways and confirm the dependent questions show and hide.

Units fixed on calculator inputs

Height in cm, weight in kg, creatinine in the unit the formula expects.

Formula matches the protocol

Bazett or Fridericia, Mosteller or Du Bois, as written in the protocol.

Inputs have edit checks

Range checks on height, weight, BP and creatinine so a bad input does not produce a plausible-looking result.

Form approved and locked

Only approved forms appear in the casebook, and approved forms are locked for live use.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

What is skip logic in an eCRF?

Skip logic shows or hides questions depending on earlier answers, so sites see only the questions that apply. For example, seriousness criteria appear only when an adverse event is marked serious.

Which calculated fields does Capture support?

BMI, BSA (Mosteller and Du Bois), waist-hip ratio, mean arterial pressure, pulse pressure, eGFR (CKD-EPI 2021), creatinine clearance (Cockcroft-Gault), QTc (Bazett and Fridericia), QTcF from heart rate, age from date of birth, and minutes or hours between two date-times.

Can sites overwrite a calculated value?

No. Calculated fields are shown read-only during entry, so the value always agrees with its inputs and cannot be mistyped.

What is the difference between skip logic and edit checks?

Skip logic controls which questions appear. Edit checks validate the values that are entered, with range high, range low and custom value rules that raise an auto-query with a priority you choose.

Do I need to write code?

No. Skip logic, calculated fields and edit checks are all set up in the visual builder. You pick a formula, map the inputs to questions on the form and the value fills itself in.

Which QTc formula should I use?

Use the one your protocol specifies. Fridericia is often preferred in drug safety studies because Bazett over-corrects at higher heart rates. Capture provides both, so the choice follows the protocol.

Can I test the logic before enrolling participants?

Yes. The free sandbox includes every feature, so you can build the form, enter sample data, test every branch and check the calculations. There is no credit card and no time limit, and you pay only once you go live.

Start building your study free

Build the form, add skip logic and calculated fields, and test every branch in the free sandbox. No credit card, no time limit.

Start building your study free