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  1. The 'today' variable should be used only in conjunction with datediff. Comparing 'today' to a date is unreliable.
  2. It's a good practice to set up a field that can be used to explicitly control whether or not any invitations should be scheduled for a record. This allows for logic like the following:

    datediff([surgery_arm_2][surgery_date], 'today', 'd', true) = 6 and [enrollment_arm_1][prevent_surveys] ! = '1'

  3. All fields in all forms on all arms are always available to the conditional logic of an ASI rule. If there is no value saved for that field, an empty string is used.

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  • Logic: [no_invitations_flag(1)]='0' and [baseline_arm_1][baseline_date]!=''
    When to send: after 2 days (ensure logic still true before sending)
  • Logic: [no_invitations_flag(1)]='0' and datediff([baseline_arm_1][baseline_date], "today","d", true) >= 2
    When to send: immediately

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