Types of InForm rule contexts

Generic Visit Context

Associates the rule with a form and runs the rule in every instance of the form in the study. Use this context when you want the same rule to run on every instance of an item on a particular form throughout a study.

For example, you can associate a rule with the body temperature item on the Vital Signs form using the Generic Visit Context. Each time that item is encountered on the Vital Signs form, the rule is run, regardless of the visit. If the body temperature item is used on a form other than Vital Signs, the rule will not be attached to it.

Generic Item Context

Associates the rule with a particular item and runs the rule with every instance of the item in the study. Use this context when you want the rule to run on every instance of an item throughout the study.

For example, you can associate a rule with the gender item on the Demographics form using the Generic Item Context. Each time that the Gender item is encountered, regardless of form, the rule is run.

Specific Visit Context

Associates the rule with one item in one or more specific visits. Use this context if you want to attach a rule that you want to run only on specific forms, not all the forms in which the item appears.

For example, if you want to run a rule on the blood pressure item on the Vital Signs form for the first visit only, use the Specific Visit Context. The rule will not run on other instances of the blood pressure item in other forms.