To design rules:
- Click Rules in the left menu
- Click the + icon in the Rules page.
- In the Data Panel:
- Click on the desired CRF.
- Click on the desired CRF version.
- Locate the data item you want to insert into the expression.
- Drag-and-drop it into the Expression Builder.
- Drag-and-drop an operation, for example Calculate, from the Operators Panel into the Expression Builder.
- Continue building your expression until it is complete.
- Then, complete the following:
Filed | Description |
---|---|
Rule name | Specify a name for the rule. |
Target this rule to | Specify the CRF item(s) to apply the rule to. You can drag-and-drop CRF items to this field. Multiple targets can be selected. To replace a target, drop another target on it. |
If the rule evaluates to | Specify the true/false parameter for the rule. |
Execute the rule upon | Determines when the rule should be run. You can select one or more of the following:
|
Take the following action(s) | Specify the action that should happen when the rule parameters are met. You can select one of the following:
|
- If you selected Create discrepancy, type the Discrepancy text that should display.
- If you selected Send email, specify an Email to address and Email message.
- If you selected Insert data, specify drag-and-drop a CRF Item and specify a Value.
- If you selected Show CRF Item, type a Message and drag-and-drop a Destination.
- If you selected Hide CRF Item, drag-and-drop a Destination.
- Click Validate Rule.