Using data in rules and rule templates

To add data 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 tab.
• For global conditions—Edit Global Conditions dialog box > Data tab.

Note:

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

In the Data tab (in the Expression tab of the Rule Wizard), the RefName of the study object to which you are adding a rule always appears at the top of the tree. The information that appears below the study object depends on whether Show all is selected.

• Show all not selected.

  The RefNames of all children of the study object are listed below the study object. Only study objects within the scope of the rule are listed.

  You can use the values of any of the study objects in the rule expression.

• Show all selected.

  The following information appears:

  • RefNames of all children of the study object.

    Only study objects within the scope of the rule are listed. You use the values of the study objects and properties in the rule expression.

  • Rule model properties of the children of the study object. Rule model properties are available for study events, forms, sections, and items.
  • Methods for repeating study objects.

To use the value of a study object or the value of a rule model property in a rule expression:

• Drag the study object or property from the Data tab to the Expression workspace.