Publish a single rule

Publish a rule to make it available in every mode. You can publish rules one at a time using the rules slider in the Rules interface.

Note:

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

You can also publish multiple rules at the same time. See Publish multiple rules at the form level or Publish multiple rules at the study level. Publishing a single rule or publishing multiple rules at the form level allows you more control over how newly published rules are run. Publishing multiple rules at the study level may run rules against existing data and for newly entered data, too.

Work with your user administrator to make sure you're assigned the Rule Publisher role. Before publishing a rule, it must be in the Approved state. See Test and approve a rule.

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 that includes the rules that you want to publish.
4. On the Rules pane, select the rule you want to publish.
5. Click the rule status icon to open the status slider.
6. Click the circle icon to move the rule to Publish.

   Note:

   Once you move the rule to Publish you can't manually move it back to a previous status in the rules status slider.

   Figure 2-4 Figure 3-4 The rule status slider when publishing a rule

   
7. In the confirmation window, select whether you want to run the rule On Future Data only or On All Data:
   • On All Data: runs the rule on exisiting subjects and visits, as well as those entered in the future.
   • On Future Data: runs the rule only on subjects and visits entered from the point forward the rule is published.

Once a rule is published, it cannot be retracted. The only way to change a published rule is to edit it and re-publish the new version.

If you publish a rule by mistake, see Disable a rule.