Rules and calculated fields

To write a rule that sets a value and sends an email, program the edit check in two separate rules, one to perform the calculation and another to contain the email action.

For example, consider the scenario where a rule should send an Initial email when a Serious Adverse Event has occurred and should also send a Follow-up email when subsequent changes are made to the Adverse Event form after the initial email has been sent.

In this scenario, you should create two rules:

• Rule 1: Calculate the value of a hidden item that stores the date the Initial email versus Follow-up email needs to be sent.
• Rule 2: Create an explicit trigger dependency on this hidden item, and specify an action to send email based on its value (Initial or Follow-Up).