Modify and republish a published rule

You can modify a published rule and re-publish it as needed using the same process you used to create the original rule. If you modify a published rule in Testing mode, changes won't appear in Production mode until you update that rule's status to Published.

Note:

Rules are study version independent and will apply in every mode once they reach the Published state.

Want to see how to perform this task? Watch the video below.

As a rules designer you can edit a rule in the same rules interface you used to create the rule.

Modify the study version in the Testing container. For information on accessing the rules interface, see Access the rules interface.

1. Navigate to your desired study and select a site (if you have access to multiple sites).
2. In the table, locate and click the visit card that you want to edit.
3. On the left side of the visit window, click the form for which you want to create the rule.
4. Select the question that should contain a rule.
5. On the right, expand the Rules pane, and click the menu icon ().
6. Select Edit.
7. In the Rule editor, make your changes.

   You can:

   • Create a rule for a calculated value
   • Create a rule for an automated query
   • Create a rule to send an email notification
8. Click Save.
   The rule's status is updated to Draft. The rule currently published in Production isn't impacted by this change.

   Note:

   If you want to start over, you can always delete a rule with a Draft status.

To make your updated rule available in Production, you must test, approve, and publish the newly modified rule. However, as a Rule Designer, when you publish a modified rule, a confirmation message appears asking you to choose if you want to execute the rule only on future data or on all data including data that was already collected. When you click On All Data, the rule re-runs for all subjects and visits for which it has previously run, as well as for data that is collected from that moment forward. For example, if the rule is a calculation for Body Mass Index (BMI) and has previously calculated the value for two subjects, then the rule will re-run and re-calculate BMI for these two subjects. The rule will also run for data collected in the future. When you click On Future Data Only, the rule runs only on data entered from that point forward. It is not re-run on previously collected data.

Republished rules overwrite existing rules for all study versions currently running in Production.

See:

• Prepare your rule for testing and approval
• Test and approve a rule
• Publish a single rule
• Publish multiple rules at the form level
• Publish multiple rules at the study level