Research Study Screening Form — shared by the community

Who this template is for

Research Study Screening Form is built for teams with a niche process that generic forms don't cover who need to capture reproducible detail on first contact.

• Teams with a niche process that generic forms don't cover working in healthcare, legal & specialized.
• Teams who need to capture reproducible detail on first contact without writing code or paying for a custom build.
• Anyone replacing requests that need three replies before work can start with one structured record per enquiry.
• Respondents are the specific group this workflow serves — the form asks them 13 questions across 3 screens.

Why this form is useful

It removes the cost of requests that need three replies before work can start and turns each submission into a record your team can act on immediately.

• 8 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It pins the request to a specific date.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Research Study Screening Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features skip logic: if “Are you within the study's target age range?” is No, respondents jump straight to “Consent & scheduling” and skip everything in between.
• Features skip logic: if “Have you been diagnosed with the relevant condition in the past 12 months?” is No, respondents jump straight to “Consent & scheduling” and skip everything in between.
• Features skip logic: if “Do you have any of the excluded conditions listed?” is Yes, respondents jump straight to “Consent & scheduling” and skip everything in between.
• Features advanced show logic: if “Are you within the study's target age range?” is No, the form dynamically exposes “Thank you for your interest”. Otherwise that question never appears.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.