Create an intrinsic rule
Prerequisite: Define a rule template. For more information, see the Rules Reference Guide.
- In the Project Explorer, select a form, a form template, an item, an item template, or an item type.
- Select the Rules tab.
- At the top of the Rules tab, click New Rule.
- At the top of the New Rule dialog box, on the Quick Start tab, select Intrinsic Rule, and select a rule template.
- Click Next.
- On the Properties tab, enter a name and description for the rule, and click Next.
- On the Preconditions tab, from the Evaluate
on Event drop-down list, select one:
- Form submission—Rule executes when an InForm user submits the associated form. To figure out the form that causes the rule to execute, InForm determines rule dependencies by detecting the study objects on which the rule depends.
- On demand (batch mode)—Rule is validated and deployed to InForm with a deactivated status, so the rule does not run in InForm.
- Click Next.
- Click Next.
- On the Actions tab, in the If the value is section, select one of
the following options:
- False—If the rule calculates a False value, the action occurs.
- True—If the rule calculates a True value, the action occurs.
- Always—(Default for calculation rules) The action always occurs.
- Only if no other action executes—The action occurs only if no other action occurs. Select this option only if you define at least two actions.
- Values to specify:
- Equals—If the rule calculates a value that is equal to the provided value, the action occurs.
- Not Equals—If the rule calculates a value that is not equal to the
provided value, the action occurs.
Tip:
You can include string values in the Equals and Not Equals fields. Enclose the string in double quotes. For example, "text". - Less Than—If the rule calculates a value that is less than the provided value, the action occurs.
- Greater Than—If the rule calculates a value that is greater than the provided value, the action occurs.
- Between—If the rule calculates a value that is between the provided values, the action occurs.
- Inclusive—Select this option to make the number comparisons inclusive. For example, Less Than becomes Less Than or Equal To.
- In the Execute these actions section, choose the action or actions that
will occur when the rule executes.
- Query—Issue a query. A query is a text string that appears on a CRF item in Oracle InForm when a rule on that item fails.
- Email—Send an email message to a distribution list.
- SetValue—Set the value of an item.
- UpdateWorkflow—Recreate the state of a workflow rule.
Tip:
If you are deploying to Oracle InForm 6.1.1 or later, UpdateWorkflow rules are not required. - SetReviewState—Set the review state of an object.
- SetPartialSDV—Select to automatically move subjects in and out of the SV eligible pool within InForm.
- Optionally, to specify multiple actions, click Add Action.
- In the Rule Summary section:
-
- Define a query
- Click the query link, and enter the
following information for the query:
- Initial Query State—The state to create the query in.
- Open—The query is visible on the form and available for response.
- Candidate—The query is not visible on the form until someone reviews and explicitly opens it.
- Item—Item to open the query against. You can enter the
item's name, drag an item from the Data tab to the
field, or enter an expression.
Tip:
You cannot define a query on a fixed item. - Locale—Locale of the query message text. Type the query message text in the Message field in the language of this locale.
- Message—The query text that appears in Oracle InForm. Optionally, you can drag a parameter from the Data,
Functions, Constants, or Data Mappings tabs to the
message field.
Tip:
- Query text is truncated to 255 characters in Oracle InForm. If the query message has parameters and the message is 255 characters or fewer without the parameters, you receive a warning during validation. If the query message does not have parameters, you receive an error during validation.
- To include translated text, type the text in the language of the locale that you selected in the Locale drop-down list.
- Message Parameters—Optional parameters that you can
create and use in the query message. Type a value or
drag information from the Data, Functions, Constants,
and Globals tabs.
Tip:
A parameterized string in a query follows the formatting that is specified for the site in InForm. Disallowed and unknown components of a date time value appear as asterisks (*). Leading and following underscores in the value are removed automatically.
- Initial Query State—The state to create the query in.
- Set whether to include or exclude groups of subjects from Partial SDV. For more information, see How do I automatically include or exclude subjects in Partial SDV using a rule?
-
- Click Finish.
Parent topic: Create rules