Rule Design Properties

In EDC Studio, you can use the Properties panel to manage your object definitions. The fields available in the Properties panel depend on which type of object or definition you’re editing.

This article reviews properties for Rules. For details about properties of other design object definitions, see About the Properties Panel.

Using the Properties Panel

To view the Properties panel, click on the row of the object record you want to edit. Note that for Rules, clicking the name of the object opens the Edit Study Rule dialog. Click anywhere else in the row to open the Properties panel for a Rule.

  1. Click to open the Properties panel of the object record you want to edit.
  2. Click Edit.
  3. Make your changes to the editable properties.
  4. Click Save.

The Actions, General, Rules, and Rule Scope sections are collapsible. To expand or collapse a section, click the Arrow button.

Editable Properties

The following table lists all available properties for rules:

Property Description Rule Actions

Lists the number of actions associated with a rule.

  • All

Leave this checkbox selected to keep your object as Active. Clear it to make your object Inactive. Inactive objects aren’t included in extracts or executed (for rules).

  • All
Blank Handling

For numeric fields, this dictates how Vault handles blank field values within the formula. You can choose to handle blanks As zero or As null.

  • All

This field displays the formula you used when creating your Rule. You can click edit the rule expression from the Rule Editor.

  • All
Rule Execution

When you select the Post-save Rule checkbox, this property marks a query-type rule for delayed execution. This means that Vault puts it into a queue for processing after form submission, instead of processing it right away.

Learn more about the Rule Execution property.

  • Query

In this free-text field, you can enter a description of your object record. This is for informational purposes only and does not display outside of Studio, except for Rules. Rule descriptions display in EDC Tools > Rules.

  • All
Dynamic Action Scope

Select whether to add the dynamic Event or Form to only the current Event, the current Event Group, or across all identifiers.

  • Add Event
  • Add Form
External ID

The External ID (formerly known as OID) is a description of your object record for use in data export, data migration, and external integrations.

  • All

Select a Form to apply the rule to. This is only required when the rule expression or action contains @Form identifiers or the rule uses the Override Review Plan, Set Item Value, or Send Email rule action types.

  • All
Handling Intentional Blanks

The Skip Intentionally Left Blank and Did Not Occur values checkbox controls whether Vault skips data points marked as Intentionally Left Blank or Did Not Occur when determining the previous event. This is enabled by default. If you choose Schedule for Sort Events By, you can choose to clear this checkbox.

  • All

This is the value you entered in the Name field when creating the object record in Studio.

  • All
Sort Events By

Use this property to choose which sort order Vault uses when determining the previous Event for rules. You can sort by Event Date or by Schedule (order as designed in Studio).

  • All

You can set an object record’s Status to Active or Inactive. While you can configure Inactive objects, only Active objects are available for use in a study.

  • All
Rule Scope

Select the Within Current Event Group checkbox on an Add Event, Add Form, or Add Item type rule to add the Event, Form, or Item only within the current Event Group.

  • Add Event
  • Add Form

For more information about rules, see Defining Rules in Studio.