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Edit global expression

When configuring visits, you can add validation rules or edit checks to question items or dependencies to forms. Validation rules and edit checks help ensure that the data entered into the form is accurate and consistent, thus preventing the inclusion of invalid values. Moreover, by adding validation rules, you can enforce adherence to the protocol requirements, ensuring that data is collected in a standardized and consistent manner.

In the Study Designer application, you can create customized rule-related expressions that can be reused across various forms during the CRF design. These expressions can be updated any time new study requirements or data collection processes are introduced.

Important

Note that updating a specific global expression may impact all rule references in form configurations.

To edit a global expression

  1. In the Study Designer application header, select the RULE DESIGN tab.

  2. In the left pane of the page that opens, select Global Expression.

    Accessing global expressions
    Figure 1. Accessing global expressions

  3. In the toolbar, select the latest unlocked CRF version, otherwise, you cannot work with global expressions.

    Selecting unlocked CRF version
    Figure 2. Selecting unlocked CRF version

  4. In the Global Expression table, select Edit icon_edit.png next to the needed global expression.

    Selecting option to edit global expression
    Figure 3. Selecting option to edit global expression

  5. In the dialog that appears, update the necessary settings of the global expression and then select save_button_red_white.png.

    Editing global expression
    Figure 4. Editing global expression

Once saved, the global expression is updated.

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