Understanding the Backend Process the System Follows From a Form Being Opened Through the Save Routine
When configuring forms full of various conditional actions, some of which depend on external data, its important to have an understanding of the flow that the system follows when a user opens a form, fills it out, and taps the Save button. That process is detailed here.
Form opened by a user
Populate and computes conditional actions run. Values display in fields if applicable, but data has not yet been committed/saved.
As data is entered, when a field loses focus, conditions are evaluated for Hiding, Disabling, Populating, and Popup message conditional actions that depend on that field.
The form is saved by the user
Computations re-run
All Data is saved
Edit checks run
Cohort is updated based on the condition
Randomization is filled (if applicable)
ePRO diary is built if the form is the trigger for a diary configuration
Email Notifications are sent
Tasks are created