General validation checks

Study objects

• All study object RefNames are valid and unique.
• Reserved words are not used as RefNames.
• References to study objects are valid (for example, if you delete an item from a form, you make sure that the layout does not continue to refer to the deleted item).
• The study does not contain:
  • Duplicate references to a study object (for example, if you import an archived study that contains duplicate references).
  • References to study objects that are not included in the study.
  • Empty string resources.
• A study object is not a child of itself.
• Parent/child study object relationships are valid.

Locale and translation

• At least one locale is selected in the Study Editor as a deployment target.
• Translations to all study languages are complete.
• Notes on sections are translated for all locales. If you provide a translation and then clear the value, the translation is considered valid.

Layout

• The study contains form layout definitions for all deployable locales.
• You have provided translations for captions and notes for all supported locales for the study.
• An error has not occurred with any layouts.

Rules

• Rules compile successfully, including rule templates and workflow rules, whether or not they are used.
• Rules do not refer to study objects that have been deleted.
• Rules reference the current RefNames of study objects. If a RefName is not updated automatically, you must manually update the RefName in the rule.
• Only one current instance of a repeating form is referenced in a rule.
• If the Current() method is used in the rule expression, the target of the rule action is a child of the study object referenced by the Current() method. In addition, validation considers the lowest level of Current() that you use. For example, for Visit1 and Form1:
  • The following expression is valid only if you apply the rule to a child study object of Visit1.

    this.Visit1.Current().Form1.I1 == 1

  • The following expression is valid only if you apply the rule to a child study object of Section1.

    this.Visit1.Current().Form1.Current().Section1.Current()I1 == 1

  • The following expression is valid only if you apply the rule to a child study object of Form1.

    this.Visit1.Current().Form1.Current().I1 == 1

    For more information, see the Rules Reference Guide.