Forms, visits, and rules

Answer & Visit History updates correctly when selecting any radio button other than the first

Now, the Answer & Visit History correctly displays the history for all radio button questions, regardless of which answer is selected, for users with permission to edit or add data.

(Issue 36534645)

Error message appears only when a parent question containing a frozen, locked, hidden, or read-only child question item is updated

Now, an error message dialog is prompted only when the answer of a parent question of a frozen, locked, hidden, or read-only child question item has been changed.

(Issue 36844592)

Rules execute properly for date items included in newer study versions

Now, rules that use isStudyVersion and reference date items introduced in newer study versions execute correctly for subjects in older study versions. The system detects and handles missing date data properly, preventing unexpected rule execution errors and ensuring proper rule processing across study versions.

(Issue 37752614)

Form data is saved once the parent question item has been completed

Now, child question data can no longer be entered or saved unless the parent question is fully valid and saved first. If a required parent validation (such as Reason for Change) is missing, the system prevents the save, generates a validation error, and prevents child data from being saved or entered.

(Issue 38594822)

Freezing individual items in a repeating form row freezes the entire row

Now, freezing all items within a repeating form instance - either individually or by freezing the entire row - consistently records a row-level freeze in the system.

(Issue 38692755)

Signatures are applied correctly to all forms and questions

Now, for skipped visits, signatures are correctly applied to all forms and questions, including new forms or questions added in later study versions. Whether the visit is frozen first or signed first, all eligible items in the latest study version are included to ensure complete and accurate subject signing.

(Issue 37745313)

Creation of Future-Only visits is prevented in earlier study versions

Now, the system prevents the creation of Future-Only visits for subjects associated with an earlier study version (e.g. V1). If a subject from V1 triggers a rule to create a visit that was designed only in V2 and marked as Future-Only, no record for that visit is created.

(Issue 38710698)

Parent questions are updated successfully when child forms and visits are frozen without data

Now, users can successfully clear, reset, or update parent questions, even when associated child forms or visits have been frozen without data, ensuring that the dynamic triggering and un-triggering of forms and visits works as expected.

Users can save form changes after manually entered options are replaced with a code list

Now, study designers no longer encounter errors when saving form changes if the previously approved study version included a choice-type question that was initially created with manually added options and replaced with a code list before the draft study version was moved to the Approved container.

(Issue 38473860)

Error message is not prompted when attempting to select a new study role in the Rule Editor

Rule designers can now successfully update the study role associated with a rule that triggers an assigned query when the study role that was initially selected is retired.

(Issue 38148943)

Cyclic visits are created correctly in a previous branch

Now, the next required visit is created after the current one is completed, ensuring correct visit order and preventing any missing or extra visits for sites.

(Issue 38717686)