When you are ready to see how your study works in Study Runner, you can publish to Test. In addition to letting you use Study Runner features, publishing to Test generates OIDs that can be used for edit checks (constraints), cross checks, skip logic (relevant fields), calculations, and executing APIs.

Warning: If you publish your study to the Test environment, you can still change the design of your study as needed without having to change form version information. In other words, you can overwrite forms as needed. The only features that cannot be overwritten are as follows:

  • You cannot change the data type of an item.
  • You cannot move an item from a repeating group to a non-repeating group or vice-versa.
  • You cannot change the bind::oc:itemgroup value for an item.

All three of these settings affect the underlying database and would have an effect on the integrity of the data. If you need to change any of these features within a form, you can remove the original item and create a new item on the form.

To Publish Your Study to Test

  1. In Study Designer, click the Publish header button.
  2. Select Test.
  3. Click Publish to confirm that you want to publish your study.

Once you publish your study, click the Go header button, and select Test to enter Study Runner and start adding participants, entering data, creating queries, etc.

If you attempt to upload a new form version after your design has been published to Test, an error message appears, and you cannot upload the new form version if any of the following conditions are met:

  • An items type was changed.
  • An item group was changed.
  • An item was moved into a repeating group.
  • An item was moved out of a repeating group.

When you have thoroughly tested your study, you can publish it to Production. This should be done only when you feel that you wont need to make any more major changes.

Warning: Once you publish a study to Production, ANY change to a Form requires you to change the Form version. Specifically, you cannot:

  • Change a Common Event to a Visit Based Event.
  • Change a Visit Based Event to a Common Event.
  • Change a Repeating Event to a Non-Repeating Event.
  • Overwrite a Form version; you must create a new version.

To Publish Your Study to Production

  1. In Study Designer, click the Publish header button.
  2. Select Production.
  3. Click Publish to confirm that you want to publish your study.