Publish multiple rules at the form level

Publish rules to make them available in every mode. The rules interface gives you the ability to publish all of the approved rules included in a form at the same time. This bulk approval functionality saves you time when you have a number of rules that need to be published.

Note:

Rules are study version independent and will apply in every mode once they reach the Published state.

You can also publish a single rule or multiple rules at the same time at the study level. See Publish a single rule or Publish multiple rules at the study level.

Work with your user administrator to make sure you're assigned the Rule Publisher role. Before publishing a rule, it must be in the Approved state. See Test and approve a rule.
  1. Navigate to your desired study and select a site (if you have access to multiple sites).
  2. In the table, locate and click the visit card that you want to edit.
  3. On the left side of the visit window, click the form that includes the rules that you want to publish.
  4. At the top of the Rules pane, click the All Rules in the Form toggle.

    You can now view all rules included in the form and their associated statuses.

    Figure 2-5 How to show all rules in a form

    How to show all rules in a form
  5. On the Rules pane, click the View all Rules in the Form toggle button.
  6. Click Publish All Approved Rules.

    Figure 2-6 Figure 3-5. Publish all approved rules button

    Figure 3-5. Publish all approved rules button

Once a rule is published, it cannot be retracted. The only way to change a published rule is to edit it and re-publish the new version.

If you publish a rule by mistake, see Disable a rule.

Parent topic: Publish rules