Conditional actions are how a form comes to life and behaves in a specific way. This is sometimes referred to as form logic. Common examples are edit checks where you want the system to validate data being entered based on specified conditions, or hiding certain questions based on responses of other questions.

Here is a list of all things you can accomplish on a form or field through condiitonal actions. 

  • Disable - Prevent users from entering data in a field based on set conditions
  • Hide - Prevent a field or entire form from being displayed based on set conditions
  • Edit Check - Evaluate data entered to generate a system query and unique error message
  • Popup message - Display a specified message when the user saves a form
  • Computation - Automatically compute a value
  • Auto-populate - Populate a field automatically with a specified value
  • Notification - Send email and/or push notifications

Conditional actions (CAs) can be created on the form as a whole, or on each specific field. To access and edit form CAs, tap the link at the upper right of the screen.

To access and edit field CAs, open the field properties and tap the link in the properties pane.

Use the numbered list below the image for a description of the screen.

1. Create a new CA or cut/copy/paste/save one that is currently selected.

2. List of existing CAs. The one highlighted is currently selected and displayed. Swipe left to delete a CA.

3. Select the type of action needed, name the CA, and provide an error message to display to the user when applicable.

4. Choose to insert a block or a condition using the buttons. Then insert that element at the top, middle or bottom of the list using the insert buttons.

5. Condition editor. This is where you can view the current conditions, delete a condition by swiping left, or move a condition by dragging.

6. After inserting a new condition (item 4 above), configure the condition that is being evaluated for the action (item 3 above) to trigger. Scroll left/right as needed if the condition becomes too long for the screen. Continue reading down this page to learn more about setting up a condition.

7. Drag and drop the blue buttons into the white space to create a formula for a calculation.

8. For edit check type CAs, the system will generate a query on any data point where that particular edit check is triggered. To override the system default and deploy that query to different users than the ones that normally see queries, use this override section to specify which users should see the query.

Here is an example on an eligibility form where we want to make sure the patient has a body mass index within a specified range. 

The first CA set up is a computation:

A second CA is an edit check that determines the low range:

A third CA is an edit check that determines the high range:

Conditions can be as simple or complex as needed to specify exactly what needs to be true for an action to be triggered. The following elements can be used to create conditions:

Number calculation

Date/time calculation

Current date

Subject ID

Subject enrollment date

Current visit interval

Subject's site

Randomization group

External variables (data from other forms)

Data from the current form

All of these elements can be set to compare against another element via an operator (greater than, equal to, blank, etc).

These conditions can be set up using "and/or" statements in linear or by blocks. 

Process of creating a conditional action (CA):

In this example, we will hide a question in the eligibility form if the response on the patients birth date makes them greater than 60 years old.

After opening the conditional action editor on the field we want to hide, tap the green plus icon on the top, and select the Hide action from the Type list.

Next, name the CA to make it easier to reference in form dictionaries (not required), then follow the steps shown below to build the condition.

1. Tap the condition button

2. With the parentheses selected, insert the condition into the middle using the middle insert icon

3. Build the condition to state criteria 1, an operator, and criteria 2

4. Use your finger to slide the condition section to the left and access the Insert/Update button on the far right.

5. Because this example calls for a calculation in criteria 1, select  "criteria 1 calculation" from the list and drag the formula buttons needed into the white space to create the needed formula. Note, calculations using a date or time need to take the form's date granularity into account, which is why this example is dividing by 365 (days in the year). This form has a date granularity set to "days" as seen in the form properties.

6. At the top of the screen tap the Save icon. Note, this only saves the condition. You will still need to save the form back on the form builder screen.

Conditional Action Triggers:

Edit checks and notifications can only be triggered by saving the form. However, hiding, disabling, populating, and computing are the 4 types of CAs that can be triggered while a user is filling out the form.

For example, if the user enters a specific choice in one field, you may want the form to automatically populate another field with specific data.

The following are all field types that can be used to trigger the four events:

  • Checkbox
  • Choice (radio or dropdown)
  • Date/Time
  • Barcode

Please check back regularly for new examples to be shown here.