Overview of Field Order and Creating Rules for Normal Documents

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Field Order

After adding text and fields to normal documents, administrative users may want to establish the Field Order. The Field Order represents the order in which the fields are presented to the user on each panel of the wizard.

Click the Field Order button at the top of the normal document.

Image:Field Order.jpg

The PB items (Page Break) represent the panels in the wizard and the fields that are displayed on each panel. To move a field to a different panel, use the Move Up and Move Down buttons. Multiple fields may be assigned to a page as long as they fit on the panel.

In order for a panel to display in the wizard, it must contain a field that is either required or enabled and requires an answer. If there is already a value assigned, it will not appear in the wizard, unless it is set to Step-by-Step presentation mode in the DAP. To find out if a field is required or enabled, open the field by double clicking on it in the parent. In the example above, the fields Procedure, Benefits, Risks, and Alternatives will not appear to the user in the wizard because they have default values.

Titles may be attached to each panel of the wizard. To accomplish this, click on the PB line and then select Properties.

Image:Field Order2.jpg

From here, administrative users may enter a title for the page and designate an alternative helptext file or point to a URL for either the “Help” or “Policy” tabs. When finished, click Return to Presentation Order.

Example: If the panel contains fields for blood and anesthesia options, name the panel “Blood and Anesthesia Options”.


Rules define relationships between fields. In general, there are three types of rules.

  1. Change the value of a target field when the source field value changes

  2. Enable or disable a target field depending on the value of the source field

  3. Make a target field required/not required depending on the value of a source field

To add a rule, open the normal document, click on the Field Order button and then click the Rules Wizard Button.


In the following example, a rule will be added to the “Blood Products Yes/No” field. If the user selects "YES" blood products are expected, then the “Consent for Blood Products” field will be enabled. If the user selects "NO" blood products are not expected, then the “Consent for Blood Products” field will be disabled.

  1. Select Add New Rule and click Next Step


    In the first box, select the rule to apply. In this case, its enabling the field “Consent for Blood Products” when the user selects "Yes" to the Blood Products Yes/No question. Choose Enable target field when source field is a specific value. In the second box, the source field is designated, which in this case is Blood Products Yes/No. In the third box, the value which triggers the action is selected. To find out what value the list option “Yes” is for this field, open up the field Blood Products Yes/No (ideally, this is done before the creation of the rule).


    Click on the List Options tab at the top of the window.


    Click on the “Yes” option and then click the Edit button.


    The Numeric Value = 1. This is the “Trigger Value” for the rule!

  2. Going back to our Rules Wizard, click Next.

  3. Image:Rules6.jpg

    Add the target field to the box on the right side. In this example, the target field is Consent for Blood Products. This field will ask the user if the patient consents or refuses blood. The goal is to enable this field when "YES" is selected in the Blood Products Yes/No question.

    Click Finish. A confirmation will indicate that the rule was added successfully. Notice that the program automatically created an opposite rule! Now the wizard will only prompt for Consent for Blood Products when the user answers YES to the Blood Products Yes/No question.


  4. Click Cancel. The screen will return to the Field Presentation Order Screen


  5. Click the Validate button. A confirmation will indicate that the page breaks and rules validated successfully.


  6. Click OK and make sure to File -> Save your document!
  7. Don’t forget to assign a Document Activity Profile to documents. For information on DAP’s, please see the section titled “What are Document Activity Profiles?”

    TIP 1: The target field for the enable/disable or required/not required rules must be on a later page than the source field. Changing the presentation order after creating the rule/s, may result in the document failing validation.

    TIP 2: To see if a field has a rule associated with it, open the Field Presentation Order screen.


    Look in the column “Has Rule” and look for Yes. Right Click on the line and click Field Rules. Image:Rules11.jpg

    After viewing the rules, click Return to Presentation Order or Ok to exit.
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