Designing Rules

To design rules:

  1. Click Rules in the left menu
  2. Click the + icon in the Rules page.
  3. 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.
  1. Drag-and-drop an operation, for example Calculate, from the Operators Panel into the Expression Builder.
  2. Continue building your expression until it is complete.
  3. 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:

  • Initial data entry
  • Administrative editing
  • Double data entry
  • Data import
Take the following action(s) Specify the action that should happen when the rule parameters are met. You can select one of the following:

  • Create discrepancy
  • Send email
  • Insert data
  • Show CRF Item
  • Hide CRF Item
  1. If you selected Create discrepancy, type the Discrepancy text that should display.
  2. If you selected Send email, specify an Email to address and Email message.
  3. If you selected Insert data, specify drag-and-drop a CRF Item and specify a Value.
  4. If you selected Show CRF Item, type a Message and drag-and-drop a Destination.
  5. If you selected Hide CRF Item, drag-and-drop a Destination.
  6. Click Validate Rule.