Create a rule without a function

1. In the Project Explorer, select the study design, group of visits (study element), visit (study element), form, section, or item that you want to create the rule on.
2. Select the Rules tab.
3. At the top of the Rules tab, click New Rule.
4. At the top of the New Rule dialog box, on the Quick Start tab, select Constraint Rule, or Calculation Rule.
5. Click Next.
6. On the Properties tab, enter a name and description for the rule, and click Next.
7. 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.
8. Click Next.
9. On the Expression tab, to create the rule expression:
   1. Drag any of the following objects from the tabs on the right to the Expression workspace.
      • Data Mappings tab—Data mapping study object, rule model property, method for a global study object.
      • Constants tab—Constants.
      • Data tab—Value of a study object, a rule model property, or a method for a repeating study object.

        Tip:

        To view the rule model properties of all of the study objects, click Show All.

        For more information, see Rule Wizard—Option descriptions.

   2. Add operators and literals, as needed.

      For more information, see Operators and literals in the Rules Reference Guide.

10. Click Next.
11. 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.
12. 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.
13. Optionally, to specify multiple actions, click Add Action.
14. 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.

      Click OK.

      For more information, see Query Action dialog box—Option descriptions.

    • Specify email information

      Click the email link.

      Enter the following information:

      • Item—Item that triggers the email. You can enter an item RefName or drag an item from the Data tab to the Item field.

        Tip:

        You cannot trigger an email action from a fixed item. Make sure the item you select is not fixed.
      • To—Email addresses to send the email to. Separate the addresses by semicolons.
      • From—Email address to send the email from.

        Tip:

        If you do not provide an email address, an address is taken from the registry. If the registry does not contain an email address, <studyname>@<default_webserver> is used.
      • Locale—Locale for the email subject and message. Type the email text in the Subject and Message fields in the language of this locale.
      • Subject—Email subject.
      • Message—Email message. You can enter a value or drag a parameter from the Data, Functions, Constants, or Data Mappings tabs to the message field.

        Tip:

        • Do not add an item to the Subject or Message fields if its PHI item property is set to True.
        • To include translated text, type the text in the language of the locale that you selected in the Locale drop-down list.
      • Message and Subject Parameters—Optional parameters that you can create and use in the Subject field, Message field, and Parameter Value field. You can 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.

      Click OK.

      For more information, see Email Action dialog box—Option descriptions

    • Set a value

      Tip:

      Set value actions run in InForm in the order you define them in. Make sure to define them in the order that you want them to run.

      Click the [select] = value link.

      Enter the following information:

      • Item—Item to set the value for. Enter the item's RefName, or drag an item from the Data tab.

        Tip:

        You cannot set the value of a fixed item. Make sure the item you select is not fixed.
      • Value to set the Item—Value to enter in the item.
        • To use the value that is calculated in the expression, leave the default value text.
        • To modify the value that is calculated in the expression, type a value or an expression that will return a value for the item. For example, value + 2 adds two to the value returned by the expression.

      Click OK.

      For more information, see: Set Value Action dialog box—Option descriptions.

    • Set the stage of a review state

      Click the SetReviewState link.

      Enter the following information:

      • Form—RefName of the form to set the review state and stage for. You can enter a value or drag a form from the Data tab.
      • ReviewState—Review state to apply to the form.
      • Review Stage and Review Stage expression–Select the review stage within the selected review state to apply to the form, or create a rule expression that evaluates to a valid review stage. You can enter a value or drag a value from the Data, Functions, Constants, or Data Mappings tabs.
      • Comment—Text that describes the review state change.

      Click OK.

      For more information, see: Set Review State Action dialog box.

    • 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?
15. Click Finish.