You can use this feature when the list of permissible values for a dropdown is long and you want to display only a few values in a specific study.

Subset PVs

Example 1: Visit site dropdown to show only required sites

...

After configuring in the JSON workflow, the 'Site' dropdown shows only selected sites:

Example 2: Display only two values for gender

{
  "name": "cpr.participant.gender",
  "caption": "Gender",
  "type": "pvs",
  "attr": "gender",
  "optional": true,
  "defaultValue": "Female Gender",
    "options": [
          {"value": "Male Gender", "conceptCode": "M"},
          {"value": "Female Gender", "conceptCode": "F"}
               ]
}

After configuring the JSON workflow, the 'Gender' dropdown shows only two genders, "Male" and "Female":

Example 3: Show only 'Whole Blood' value under 'Fluid' and 'Fixed Tissue Block' under 'Tissue' class

{
  "name": "specimen.type",
  "caption": "Type",
  "type": "specimen-type",
  "specimen": "specimen",
  "optional": false,
  "defaultValue": "Whole Blood",
    "options": [
    {
      "specimenClass": "Fluid",
      "type": "Whole Blood"
    },
    {
      "specimenClass": "Tissue",
      "type": "Fixed Tissue Block"
    }
  ]
}

After configuring the JSON workflow, the 'Type' dropdown shows only the selected specimen type:

Subset User Dropdown

You can configure a user list. This feature helps you to speed up the data entry. If there are only 4-5 users to select from, you don't have to search every time from the list of all users.

...

After configuring the user subset in the JSON workflow, the 'Biobank Technician' user dropdown shows only listed users:

Example JSON

Download

Example 4: Restrict Collector user list based on the Institue they belong to

{
  				"name" : "specimen.collectionEvent.user",
  				"caption" : "Collector",
  				"type" : "user",
  				"defaultValue" : "current_user",
  				"listSource": {
    			"queryParams": {
      			"static": {
        	"institute": "Columbia University"
      }
    }
  },"showIf": {
             "op": "AND",
             "rules": [
               {
                 "field": "specimen.lineage",
                 "op": "==",
                 "value": "'New'"
               },
               {
                 "field" : "specimen.status",
                 "op" : "==",
                 "value" : "'Collected'"
               }
             ]
           },
           "subFields": [
             {
               "name": "emailAddress",
               "caption": "Collector Email Address"
             }
           ]

}