Define a validation rule for multi-choice questions

For drop-down questions or questions with checkboxes, you can specify the number of options that users must select, or require users to choose a specific option.

For example, the Select Exactly validation rule is configured for questions used in a minimization design definition or enrollment limit.

  1. For a given drop-down or checkboxes question, go to the Rules side panel as described in Access the Rules section.
  2. Select Add Rule and then select Create Validation.
  3. Select one of the following validation rules options:
    Validation rule type Description
    Select at Least A site user must select at least the configured number of answer options.
    Select at Most A site user must select a maximum of answer options.
    Select Exactly A site user must select exactly the configured number of answer options.
    Answer Must Be A site user must select exactly the configured answer options.
    A container for the given Validation Rule gets listed in the Rules side panel.You configure the rule definition in this container.
  4. Enter values according to the type of validation rule:
    Option Description
    For rules of the following type:
    • Select at Least
    • Select at Most
    • Select Exactly
    		 Set a number to define the amount of options allowed to be selected by the site user.
    For rules of the following type:
    • Answer Must Be
    		 Set the exact Required Answer to be selected by the site user.
  5. Configure the Validation and Create a Query toggles.
    • Enable the Validation toggle to evaluate and accept a provided answer only if it meets the rule condition. If it does not, this configuration blocks the user from carrying out the Randomization and Trial Supply Management (RTSM) actions (randomization, dispensation, and screening) until the question is changed to a value that meets the validation criteria.
    • Enable the Create a Query toggle to instruct the system to raise a query when the answer provided does not meet the criteria. This configuration does not prevent the user from processing RTSM actions.
    • Enable both the Validation and Create a Query toggles to evaluate and accept a provided answer only if it meets the rule condition and to raise a query if it does not. If the rule conditions are not met, RTSM actions are blocked, but the user can resolve the validation error either by data update or by closing the query, allowing the RTSM actions to proceed.
    For more information see About validation rules.
  6. In the Error/Query Message field, enter an error message to display when the answer does not meet the criteria.
    The error message appears for site users as a floating dialog when an answer is missing or does not meet the criteria. For rules that are configured to trigger a query, this message is included as the query text.
  7. Click Save or Save and Close to save the form changes.
You can define more than one validation rule for a drop-down or checkbox question, if applicable. Repeat these steps to add new rules as required and select a logical operator from the drop-down between rules:
  • If you select AND, the value must be valid for every validation rule.
  • If you select OR, the value must be valid for exactly one validation rule.
For more information see About multiple validations.

Related Topics

Parent topic: Validation Rules