Rules detail page

Upper pane

1

Reference Name

Name by which the rule is defined in the database. READ-ONLY.

2

Rule Description

Descriptive rule name.

3

Type of Rule

• Calculation—Calculation used to determine the value of a data item based on the value of another data item.
• Form rule—Edit check on a form data item.
• Conversion—Rule that converts data from the units in which it is entered to normalized units that other rules can reference.
• Randomization—Rule that randomizes subjects in order to assign drug kits to them.
• Workflow—Workflow rule defined in the Central Designer application during study design.
• Global Condition—Global condition defined in the Central Designer application during study design.

4

Status

Status of the rule.

• Active—Only rules with an Active status are run during form submission.
• Inactive—Rules with an Inactive state are not run during form submission. Inactive rules can be run in batch mode. You can mark rules as inactive from the InForm user interface so that they will not be run during form submission. However, if a new package is deployed from the Central Designer application, the changed active/inactive states will be overwritten by the new deployment. To permanently inactivate a rule, you must use the Central Designer application.
• Disabled—Disabled rules are rules that are created by a study designer in the Central Designer application, and marked as disabled before being deployed to the InForm application. Disabled rules cannot be run in the InForm application, however their descriptions appear on the Rules page in the Admin user interface with all other rules.

5

Help Text

User-friendly description of the edit check, calculation, conversion, or randomization performed by the rule. This text appears along with the study-specific help for the data items with which the rule is associated.

6

Rule Script Text

Text of the script that runs when the rule executes.

7

Event Triggered (Only if Rule Type is Form Rule)

Event triggered when the rule fails on execution. This item applies only to Form rules.

Lower pane

Rule Context

List of contexts with which the rule is associated.

• Default Arguments—When this item is visible, the Default Arguments button appears, and if any default arguments are defined for the rule, they appear in the pane.

  When Default Arguments is selected in the Rule Context list, the following information appears:

  • Name—Argument name.
  • Type—Argument type: STRING, NUMERIC (integer), FLOAT, or DATE.
  • Value—Argument value.
• Specific context— When a specific context is selected, the Dependencies button and Arguments button appear, and the pane displays dependency or argument values according to the button you select.

  When a specific context is selected in the Rule Context list, the arguments defined for the context, along with the following information appears in the table in the lower pane of the page:

  • Name—Argument name.
  • Type—Argument type: STRING, NUMERIC (integer), FLOAT, or DATE.
  • Value—Argument value.

    The table lists the RefName path of the dependency and the type: Applied, Dependency, or Trigger.

Submit

Submits the rule definition to the database.

Return

Returns you to the Rules page without submitting the rule definition to the database.