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Info

Configure this section outside the dictionary section.

Example use cases:

  1. Display “Tissue Review Event” only for tissue specimens.

  2. Display “Breast Pathology Annotation form” only if the anatomic site is “Breast”.

  3. Display “Screening form” only for “Screening” visits.

  4. Display “Consent forms” only for the “Consent Collector” role.

Template of Code

Code Block
languagejson
[
  /* Other workflows */ 
  {
    "name": "formDataEntryRules",
    "data": {
      "participant": [
         /* Rules for participant form data entry */
        /* Records available for use in rule conditions are user, cpr, and cp */
        ],
      "visit": [
        /* Rules for visits form data entry */
        /* Records available for use in rule conditions are user, cp, cpr, and visit */
      ],
      "specimen": [
        /* Rules for specimens form data entry */
        /* Records available for use in rule conditions are user, cp, cpr, visit, and specimen */
      ],
      "specimenEvent": [
        /* Rules for specimens form data entry */
        /* Records available for use in rule conditions are user, cp, cpr, visit, and specimen */
      ]
    }
  },
  /* Other workflows */
]

...

Code Block
languagejson
[
  {
    "name": "formDataEntryRules",
    "data": {
      "participant" : 
        [ 
  		   {
    		  "when" : "cpr.participant.gender == 'Female'",
     	       "forms" : [ "pregnancyTestForm" ]
   		   } 
          {
    		  "when" : "cpr.participant.gender != 'Female'",
     	       "forms" : [ "generalInformation" ] // If you have multiple forms, please add the condition to show those
   		   }
        ]
      }
  }
]

User needs to provide the False condtion when they want to show the different forms if first condtion is not satisfied.(See below example)

Code Block
{
  "name" : "formDataEntryRules",
  "view" : null,
  "ctrl" : null,
  "data" : {
    "participant" : [ {
      "when" : "cpr.ppid == '1'",
      "forms" : [ "cbrc_fields" ]
    },
    {
      "when" : "cpr.ppid != '1'",
      "forms" : [ "consent_withdrawal","trackingForm" ]
    }
   ]
  }
},

Examples

Level

Case and Description

Example JSON

1. Participant

Shows forms based on CP’s field at the participant level.

Code Block
languagejson
 "participant" :  [ 
{
    "when" : "cp.shortTitle == 'Testing rule CP'",
    "forms" : ["XYZForm"]
 }
]

2. Participant

Shows forms based on the participant's core fields at the participant level.

Code Block
languagejson
"participant" :  [ 
{
      "when" : "cpr.participant.gender == 'Male'",
      "forms" : [ "smokingHistoryForm" ]
 }, 
 {
      "when" : "cpr.participant.gender == 'Female'",
      "forms" : [ "pregnancyTestForm" ]
 }, {
      "when" : "cpr.participant.vitalStatus == 'Alive'",
      "forms" : [ "participantFamilyHistory" ]
 }
]

3. Participant

Shows forms based on the participant's custom fields at the participant level.

Add multiple conditions with the help of 'AND(&&)' and 'OR (||)' operators.


Code Block
languagejson
"participant" :  [ 
{
    "when" : "cpr.participant.extensionDetail.attrsMap.DD2 == 'Married'",
    "forms" : [ "partnerSDetails" ]
}, {
    "when" : "cpr.participant.extensionDetail.attrsMap.DD2 == 'Married' && cpr.participant.gender == 'Female'",
    "forms" : [ "partnerSDetails" ]
}
]

4. Participant

Shows forms based on user role at the participant level.

Code Block
languagejson
"participant" : [
{
  "when": "user.hasRole('Coordinator')",
  "forms": ["participantRuleForm"]
}
]

5. Participant

Show forms based on value exist or not in another field.

Code Block
languagejson
"participant" : [
      {
        "when": "cpr.participant.gender != null",
        "forms": ["XYZForm"]
      },
      {
        "when": "cpr.participant.gender == null",
        "forms": ["ABCForm"]
      }
]

6. Visit

Shows forms based on CP’s field at the visit level.

Code Block
languagejson
"visit" :  [ 
    {
       "when" : "cp.shortTitle == 'Testing rule CP'",
       "forms" : ["XYZForm"]
    }
]

7. Visit

Shows forms based on participant's and visit's core fields at the visit level.

Code Block
languagejson
"visit" :  [ 
    {
      "when": "visit.status == 'Complete'",
      "forms": ["visitFormRule"]
    },
    {
       "when": "cpr.participant.gender == 'Male'",
       "forms": ["visitInfoCollectedByCoordinator"]
    }
]

8. Visit

Shows forms based on the visit's custom fields at the visit level.

Code Block
languagejson
"visit" :  [ 
      {
        "when": "visit.extensionDetail.attrsMap.CB8 == 'Yes'",
        "forms": ["visitInfoCollectedByCoordinator"]
      }
]

9. Visit

Shows forms based on user role at the visit level.

Code Block
languagejson
"visit" :  [ 
    {
        "when" : "user.hasRole('Coordinator'),
        "forms" : [ "visitInfoCollectedByCoordinator" ]
    }
]

10. Specimen

Shows forms based on participant’s, visit's, and specimen's core fields at the specimen level.

Add multiple conditions with the help of 'AND(&&)' and 'OR (||)' operators


Code Block
languagejson
"specimen" :  [ 
  {
        "when": "specimen.type == 'Whole Blood'",
        "forms": ["fluidInfoForm"]
  },
  {
        "when": "specimen.type == 'DNA' || specimen.type == 'RNA'",
        "forms": ["support_6200", "cPOneSpecimenForm"]
  },
  {
        "when": "cpr.participant.gender == 'Female'",
        "forms": ["specimenAdditionalRule"]
  },
  {
        "when": "visit.clinicalStatus == 'Follow-up'",
        "forms": ["fluidInfoForm"]
  },
  {
        "when": "specimen.lineage == 'New'",
        "forms": ["techSpecimenForm"]
  },
  {
        "when": "cpr.participant.gender == 'Female' && visit.clinicalStatus == 'Follow-up' && specimen.lineage == 'New'",
        "forms": ["specimenAdditionalRule","fluidInfoForm","techSpecimenForm"]
  }
]

11. Specimen

Shows forms based on the specimen's custom fields at the specimen level.

Code Block
languagejson
"specimen" :  [ 
   {
        "when": "specimen.extensionDetail.attrsMap.DD4 == 'A'",
        "forms": ["fluidInfoForm"]
    }
]

12. Specimen

Shows forms based on user role at the specimen level.

Code Block
languagejson
  "specimen" :  [ 
   {
        "when": "user.hasRole('Technician') && specimen.lineage == 'New'",
        "forms": ["techSpecimenForm"]
   }
]

13. Specimen

Shows forms based on a range of availability field.

Code Block
languagejson
"specimen" :  [ 
    {
        "when": "specimen.availableQty > 5",
        "forms": ["specimenAdditionalRule"]
    }
]

14. Specimen Event

If CP collects the tissue samples from the participants, then that CP has the 'Tissue Review Event' form under the specimen.

Code Block
languagejson
"specimenEvent": [
    {
        "when": "specimen.specimenClass == 'Tissue'",
        "forms": ["SpecimenTissueReviewEvent"]
    }
]

15. Specimen Event

Shows forms based on participant's, visit's, and specimen's core fields at the specimen event level.

Add multiple conditions with the help of 'AND(&&)' and 'OR (||)' operators

Code Block
languagejson
"specimenEvent": [
    {
        "when": "cpr.participant.gender == 'Female' && visit.clinicalStatus == 'Follow-up' && specimen.specimenClass == 'Tissue'",
        "forms": ["SpecimenTissueReviewEvent"]
    }
]

16. No Forms

It does not show any forms at the derivative level

Code Block
languagejson
"specimen" : [
    {
      "when" : "specimen.lineage == 'Derived'",
      "forms" : [ "" ]
    } 
]

17. Visit

Show form based on event label

Code Block
languagejson
{
    "name": "formDataEntryRules",
    "data": {
    "visit": [
	{
      "when": "visit.status == 'Complete' && visit.eventLabel == 'BASELINE'",
      "forms": ["rde_visit_testing"]
    }, {
      "when": "visit.status == 'Complete'",
      "forms": [""]
    }
  ]
 }
}

18. Consent

Consent forms should be displayed to those who have access to the consent form. For example, ‘Consent Collector’.

Code Block
languagejson
"participant" :  [ 
    {
        "when": "user.hasRole('Consent Collector')",
        "forms": ["consentForm"]
    } 
]

...