Create a rule to send an email notification
You can notify designated team members by creating a rule that sends an automatic email notification when specific criteria is met. The usual steps for creating and managing custom rules still apply.
You can also create a rule that calculates a
value for use in a form or generates an automated query. See:
Caution:
Make sure you do not include any personally identifiable information (PII) data in the body of your email notification.Note:
In Draft mode, study designers can additionally create a rule to send notifications upon data entries and response changes. Reach out to your study design team or see Define a Send Notification rule.You must have a study version in the Testing
container that includes the required elements. You access the Rules interface from a specific
study version and site as described in Access the rules interface.
To create a rule to send an automatic email
notification:
To make your rule available in production. You must test, approve, and
publish your rule. Rules are study version independent and will apply in every mode once they
reach the Published state.
If you want to delete this rule and start over, click the menu icon (), select Delete.
For examples, and more information on developing custom rules, see:
Parent topic: Create rules using the rule editor