Manage rules in Testing mode from the Rule Management page

View and manage rules that are under development and already published in Testing mode. This includes rules in all states: Draft, UAT, Approved, Published, and Invalid .

Once a rule is published, there are three versions of the rule (Testing, Training, Production) and all can be managed separately.

All rules in Testing mode are listed with the following details:
  • Rule name and description.
  • Target form.
  • Target question.
  • Rule state.
  • If rule is enabled or disabled in Testing mode.
  • If, when published, rule will run on all data or future data only.

    Note:

    Only applies to the version of the rule in Testing mode.
  • Last modified date and user.

Tip:

If you can't see all columns, make sure you scroll all the way to the right.

See Manage published rules from the Rule Management page to view and manage active rules in Production and Training modes.

  1. Access the Rule Management page.
  2. Make sure you are on the Design & Testing tab.
  3. Choose how to view your rules:
    By default, rules are ordered by target form and question.
    • To order by a different attribute, hover over the given column header and click the arrow (Sort Ascending/Descending) to the right of the column name.
    • To search for a specific rule, type its name in the search bar and press Enter on your keyboard..
  4. To manage rules in Testing mode you have the following options:
    Option Description
    Enable/Disable a rule
    1. Locate the rule.
    2. Click Enabled or Disabled in the Testing Mode column. A blue background indicates the current status.
    Enable/Disable multiple rules

    All rules are enabled by default.

    Note: You cannot manage all rules at once. Selecting all rules disables the Enable/Disable drop-down option.

    1. Use the checkbox to the left of each rule to select rules you want to enable or disable.
    2. Click the Enable/Disable drop-down.
    3. Select Enable or Disable accordingly.
    Update on what data the rule will run when published Set to All Data by default.
    1. Locate the rule.
    2. Click All Data or Future Data in the When published, Run on column. A blue background indicates the current selection.

    Note: This setting only applies when the rule gets published by moving the study version (where the rule exists in an approved state) from Testing to Approved container. If a rule gets published using the slider in testing mode, the selection made then to run either on All Data or Future Data Only controls the rule's behavior in active mode, regardless of the configuration set in the Rule Management page. Once a rule is published and active, modifying this setting only applies to the version of the rule in the Testing mode.
    View rule in the Rule Editor
    1. Locate the rule.
    2. Click the Action drop-down to the right.
    3. Select View Rule.
    Locate a published rule on the Production & Training tab Only available for published rules.
    1. Locate the rule.
    2. Click the Action drop-down to the right.
    3. Select Find in Production & Training.

Parent topic: Create and manage custom rules