6 Predefined rules
You can configure different types of rules in form design. Dynamic rules allow you to dynamically display a question, a form, a form section, or a visit only when relevant for a subject. Validation rules allow you to set specific criteria to be met for a given question. Additionally, you can set rules to send notifications.
- Access the Rules section
You create and manage predefined rules on the Rules sidepanel or section in a form. In that section, you can configure validation rules or action rules, such as dynamic questions for forms. - Types of validation rules
Create a validation rule for any type of question in a form when you want to verify that answers to a specific question meet the study requirements. - Define a validation rule for text questions
For text questions, the only available validation rule restricts the field to alphabetic characters. - Define a validation rule for Date/Time questions
Date/Time questions offer multiple validation rules to restrict site users to only enter specific dates and times. - Define a validation rule for number and age questions
Number questions offer multiple validation rules to restrict site users to only enter specific numeric characters. - 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 given option. - Define a validation rule for questions with radio buttons
A question with radio buttons requires only one option as an answer. By adding a validation rule, you can require site users to choose a specific option. - 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.