Managing Constraints

Field constraints allow you to limit the values shown in a drop-down list based on the selections made from another field. Implementing constraints can reduce errors and the amount of time it takes to submit a form. For example, you might create a constraint that links the country to its states or provinces; when Canada is selected from the Country field, only its 10 provinces and two territories are shown in the State/Province list. Users don’t have to sort through irrelevant items and cannot accidentally select South Dakota when they meant to select Saskatchewan. After a constraint set has been defined, you must enable it in the relevant forms, which is done with the Form Designer. Constraints can also carry over to the expression builder when enabled in the field properties.

Prerequisite: You must have the 'Constraints' role function enabled.

To manage constraints:

1. Click the Logged in as menu and click Admin Center.
2. Under the FormsA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. and Fields heading, click the Constraints link (not shown).
3. Select a Module, if necessary.
4. If desired, use the search controls to filter the list of constraint sets shown. Click Reset to remove the filters.
5. Check the box next to a constraint set to activate the following action buttons:
   1. Edit – to access the Combinations tab of the constraint editor.
   2. Copy – to duplicate the constraint set.
   3. Delete – to remove the constraint set. Click Yes to confirm the deletion.
6. Click New to create a new constraint set.
7. Tip: Constraints can also be used in Expression Editor.