Action rules
Action rules are a set of predefined rules that result in specific actions. The actions that you can control with action rules include sending notifications, locking a question automatically, creating form associations, and dynamically displaying a question, form, form section, or visit.
- Set up a dynamic question in a form
Use a dynamic question to show it in a form only when relevant for the subject. - Set up a dynamic section in a form
Configure dynamic sections to dynamically display repeating tables in two-section forms. - Set up a dynamic form
Dynamically displaying forms across visits in a study allows you to only display forms when it is relevant for a subject. However, you should understand the scope of dynamic forms before implementing them in your study design. - Set up a dynamic visit
Use dynamic visits when you want a visit to be displayed only when relevant to the subject, whether it's for data collection or dispensation purposes. - Set up form associations
Create form associations using a Link & Show Form rule to connect related data that is collected in these forms. - Set up a question to lock automatically
Lock questions using an Auto-lock rule to prevent site users from editing subject data during the study conduct period, after a specific subject event. - Define a Send Notification rule
You can create a rule that sends email notifications on data entries and response changes. Additionally, you can set follow-up email notifications on data changes to be sent following an initial notification. You can use this feature to notify designated team members based on specific criteria.
Parent topic: Predefined rules