Overview
Rule Studio is configured at the study level. Access the configuration from:
Home → select your study → Installed Apps → Rule Studio → Setting
Configuration URL: https://[instance]/home/study/[studyId]/apps/rule-studio
Installing Rule Studio
Rule Studio must be installed on a study before rules can be created for it.
- Go to Home → select your study.
- In the Installed Apps section, find Rule Studio and click Install (or it may already be included in your app bundle).
- Once installed, the study becomes available in the Select Study dropdown when creating study-scoped rules.
Creating a Rule: Step-by-Step
Step 1 — Open the Rules page
Navigate to your study → Build → Manage Rules, then click Create Rule.
URL: https://[instance]/home/study/[studyId]/build/rules
Step 2 — Fill in basic information
| Field | Description |
|---|---|
| Scope | Scope for CRF (form-level) or Scope for Study (study-level) |
| Select CRF | Choose the CRF the rule applies to (if CRF scope) |
| Rule Name | A unique descriptive name (e.g., "Calculate BMI") |
| Description | Optional — explain the rule's purpose |
Click Submit. You are taken to the rule editor.
Step 3 — Configure the Action
In the Action section, define what the rule does:
- Select Action Type — for calculated fields, choose Set value to an Item using Calculate Expression.
- Select the Target Item — the CRF field that will receive the computed value.
- Enter the Expression — type directly in the code editor. The editor supports all functions, constants, and operators listed in Expression Reference.
- Click Submit to confirm the action. A visual block preview appears showing the parsed expression.
If the block preview does not appear, the expression is invalid. Check syntax and try again.
Step 4 — Configure Triggers
In the Condition → Trigger section:
- Select a Trigger action from the dropdown (e.g., Item On Change).
- The trigger drop zone appears below the selection.
- In the Items panel on the right, find the field(s) that should trigger the rule.
- Drag each field from the Items panel into the drop zone.
Step 5 — Save
Click SAVE at the top of the editor. A success toast ("Rule updated") confirms the rule is saved and active.
Rule Scopes
| Scope | When to Use |
|---|---|
| CRF | Apply the rule to a specific CRF. Evaluated when data is entered or updated on that form. Most calculation and validation rules use CRF scope. |
| Study | Apply the rule across the entire study, affecting all subjects and events. Use for study-wide logic. |
Rule Settings
Stop Other Rules
When checked, if this rule fires, no subsequent rules in the execution chain will run. Use for priority-based logic — e.g., a critical validation that should block all lower-priority rules.
Enabled / Disabled
Rules can be enabled or disabled individually. A disabled rule remains saved but is not evaluated at runtime. Useful for drafting and testing rules before activating them.
Access
Access to Rule Studio is role-based. Typically, Study Administrators and Data Managers have permission to create, edit, and delete rules. Contact your system administrator to adjust role permissions.