6 Predefined rules

You can configure different types of rules in form design. Dynamic rules allow you to dynamically display a question, a form, a form section, or a visit only when relevant for a subject. Validation rules allow you to set specific criteria to be met for a given question. Additionally, you can set rules to send notifications.

• Access the rules section
  Access the rules section to start creating and managing predefined rules in form design, whether it is for validation rules or action rules.
• Set up a validation rule for a question
  Create a validation rule for any type of question in a form when you want to verify that entered answers to a specific question meet the study requirements.
• Set up a dynamic question in a form
  Use a dynamic question to show it in a form only when relevant for the subject.
• Set up a dynamic section in a form
  Configure dynamic sections to dynamically display repeating tables in two-section forms.
• Set up a dynamic form
  Dynamically displaying forms across visits in a study allows you to only display forms when it is relevant for a subject. However, you should understand the scope of dynamic forms before implementing them in your study design.
• Set up a dynamic visit
  Use dynamic visits when you want a visit to be displayed only when relevant to the subject, whether it's for data collection or dispensation purposes.
• Set up form associations
  Create form associations using a Link & Show Form rule to connect related data that is collected in these forms.
• Define a Send Notification rule
  You can create a rule that sends email notifications on data entries and response changes. Additionally, you can set follow-up email notifications on data changes to be sent following an initial notification. You can use this feature to notify designated team members based on specific criteria.