Creating a Populate Event Rule Template

This rule template allows you to define a rule that can use data from surveys to automatically populate an event’s date and time.

Prerequisites

  • Ensure that the survey and schedule are already created.
  • The event you want to populate must be set up to be Populated By: Rule. The system will not let you create this rule template if no events are configured this way.
  • Ensure that all survey names, schedule names, event names, and group names are correct.

Create Populate Event Rule

  1. In eCOA Studio, open the Rules tab.
  2. Select Create Rule.
  3. In the Rule Templates dialog box, select Populate Event and select Select Template. A new rule template for populating events opens.
  4. Enter a Name for the rule, for example, Rule_1.
  5. Enter a Description of what the rule is for. The description helps other Studio users identify what the rule is when they see it in the Rules tab.
  1. Define the Trigger by referencing a single survey. The system will run the rule when this survey’s conditions are met.
    • The reference must start with $ and cannot use wildcards (*) for schedules or events.
    • You can use wildcards (*) or specific instance numbers for the survey instance. This lets you update the event datetime if a second survey is submitted.
  2. Select the event you want to populate from the Select Event list. The list only includes events that have been configured to be populated by a rule and that have not already been used by a different rule template.
  3. Select a data type from the Populate With options: Datetime, Date and Time, or Date.
  4. Enter a reference for the data. Use variables from the Rule Tools section, or enter an @ reference. The reference must point to the same survey you referenced in the trigger.
    • If you chose Datetime, you must enter a datetime reference and can optionally enter a time to override the time from the survey data.
    • If you chose Date and Time, you must provide both a date reference and a time reference.
    • If you chose Date, you must enter a date reference and also provide a time in 24-hour format.
  5. Select Save.

Saving a Rule

Draft template changes are automatically saved as you make updates. If you sign out and back in, when you access the templates, you can continue working on your draft. If you choose to create a new draft before manually saving an in-progress draft, your changes will be lost.

You can save a rule by selecting the Save button.

Editing a Rule

You can edit a rule when the collection is in a Draft state.

Complete the following steps to edit a rule:

  1. Open the collection, select the Rules tab, and select the Edit Rule icon (Edit Rule icon) next to the rules you want to edit.
  2. Make any changes you want to see, and select Save. Your changes are saved.

Deleting a Rule

You can only delete rules that have not been included in an approved collection. Once a rule is deleted, it cannot be recovered.

Complete the following steps to delete a rule:

  1. Open the collection, select the Rules tab, and select the Delete Rule icon (Delete icon) next to the rule you want to delete. A confirmation box opens.
  2. Select Delete. The rule is deleted.