Using data mappings in rules and rule templates

To add data mapping study objects to rule expressions, use one of the following:

For workflow rules —Workflow Expression Editor dialog box.
For rule templates —Edit Rule Template dialog box > Definition tab.
For data-entry rules —Rule Wizard Expression tab > Data Mappings tab.
For global conditions —Edit Global Conditions dialog box > Data Mappings tab.

Note: Rule expressions use RefNames, not titles. Therefore, RefNames appear in the Rule Wizard and in the rule expression.

The Data Mappings tab (on the Expression tab of the Rule Wizard) lists:

RefNames of the data mappings, data sets, and data series in the study or library.
Rule model properties for data series.
A data series has the properties of the item that is mapped to it. If a data series contains an item that collects more than one value, the rule model properties for repeating study objects appear so you can access an array of all of the values of the item.
Methods for data sets.
A method appears if you select the corresponding standard data dimension of the data set. You can use data set methods to return a subset of the data in the data set.
Study events, forms, sections, and items that are mapped to each data set.
Study objects appear if you select the corresponding standard data dimension of the data set. The properties of the study objects are used as parameters of data set methods.

To include a data mapping study object or property in a rule expression:

Drag the data mapping study object or study object property from the Data Mappings tab to the Expression workspace.