Define a Show Visit rule

To dynamically schedule a visit, you must create a question that determines the display of a dynamic visit based on the given answer to this question.

Before you can define a Show Visit rule, you must do the following:

Create the visit to dynamically display. For more information, see Create a visit or event.
Create a drop-down question or question with checkboxes or radio buttons as the triggering question for the Show Visit rule. This question must have a Select Exactly or Answer Must Be validation rule defined for it. For more information on how to create this specific type of question, see Create a drop-down question or Create a question with checkboxes or radio buttons. For more information on how to configure a validation rule, see Define a validation rule for multi-choice questions or Define a validation rule for questions with radio buttons.

Note:

Make sure that the form containing the question with the Show Visit rule configuration is included in an earlier visit in the schedule than the one to dynamically display.

To define a Show Visit rule:

Access the Draft version of a study as described in Open a study's design.
On the Forms tab, determine whether you're working on a new or existing form:
- Click Create Form to create a new form from scratch.
- Select an existing form and double click it to edit.
Select an existing question or create a new one as the triggering question. The question must be of the Radio buttons, Drop-down, or Checkboxes type.
Select Rules above the answer field of the triggering question.
On the Rules sidebar, select Add Rule.
From the drop-down, select Show Visit and fill-in the following fields:
- When selection is: Select the answer that displays the dynamic visit.
- Show Visit: Select one or multiple visits that will be displayed when a site user answers this question using the selected answer.
  On the User Interface (UI), you only see visits that can be dynamically scheduled.
To save the form, in the lower right of the form, select Save.

Tip:
If the Save button is read-only, make sure there are no blank questions on the form.

The rule is saved and you can test it in Preview mode.

Parent topic: Set up a dynamic visit