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.
These settings are added to form questions in Study Design mode as predefined rules. Rule designers can also create custom rules to send email notifications in Testing mode. To learn more, see Create a rule to send an e-mail notification.
Want to see how to perform this task? Watch the video below.
Note:
Consider the following:- Send Notification rules can only be set for a choice type of question, such as a dropdown question, a question with radio buttons, or checkboxes.
- When you set study roles as recipients, you can only use custom study roles, so that users assigned with that custom study role receive the notification.
- If you reference a File Upload item in a Send Notification rule, the rule generates and sends a separate email notification regardless of whether other references questions in the rule are modified. This is due to the fact that the document is saved immediately upon upload.
Every time the defined criteria is met, the specified recipients will be notified. The email notification will always include details regarding the:
- Study
- Site
- Subject
- Visit
- Form
- Question
To make your rules and updates effective, the draft version must be made available in the desired mode. For more information, see:
Parent topic: Action rules