Add Custom Data to a Participant

Once you have created a custom data capture form (form builder) you can add it to your participant in the ShareDo Modeller.

Adding data capture to a participant.

Use the following steps to configure the participant blade.

Select Launchpad > Modeller > Participant roles.
Select the participant role you wish to work on and double-click or select Edit Role from the Action menu.

If you have a large number of participant roles you can filter the list by clicking on the Name column header to open up a search window.
Select the Aspects navigation bar.
Click the Add+ button on the section of the screen where you want to add form builder.
Choose the Form Builder aspect and Save.
Set the attributes for your form builder aspect using the configuration which is visible when hovering over the Form Builder aspect.

Attribute	Description
Display Rules	Add business rules to control when your form is displayed. For example, If you only want to show this form when the participant is related to a particular work type, you can use the ShareDo type descends from the business rule option.
Settings	Configure the settings for your form builder aspect. This includes specifying which form you want displayed. Decide how you want your form to be displayed. Inline - displays within the main blade form. Nav Bar - displays as a navigation bar and the form opens on a new blade. Use this for longer forms or forms that are less frequently used.

You can now successfully add custom data capture for a participant.