Automatic Survey Sending Rules Example

OpenSpecimen survey module supports sending the automatic survey invites to the participant based on the validation configured. Refer to the wiki page to set up the survey rules.

The user can set validation rules based on Participant Custom Fields, Participant Custom Form, Visit Custom Fields, and Visit Custom Form fields. The below table has some examples illustrating the same.

Form Level	Description	Code

Form Level	Description	Code
Registration Custom Field	Send English Survey based on Language Field selection	`#cpr.participant.extensionDetail?.getAttrsMap()?.get('RB38') == 'English'`
Registration Custom Field	Send a survey to the 18-year-old patient. (used Age as a custom field)	`#cpr.participant.extensionDetail?.getAttrsMap()?.get('age_of_participant') != null && T(Integer).parseInt(#cpr.participant.extensionDetail?.getAttrsMap()?.get('age_of_participant')) > 18`
Participant Field	Send English(Custom Field) Survey based on Language Field selection and Age(DOB/Reg. Date) calculation. Can use below Date functions yearsBetween(start, end) monthsBetween(start, end) daysBetween(start, end) cmp(date1, date2)	`#yearsBetween(#cpr.participant.birthDate, #cpr.registrationDate) < 18 && #cpr.participant.extensionDetail?.getAttrsMap()?.get('RB38') == 'English'`
Registration Forms	Send invite prior two days of Surgery. Form Name ['diagnosis_date_testing'] Field Name `['date_of_surgery']`
Visit Field	InProgress
Visit Custom Field	InProgress
Visit Form	InProgress