Documentation / Connections / Personas
Trials
How persona records connect to trial records in TrialStack.
This is a dual-bound connection with a directional connect rule. The same junction links a persona to a trial and a trial to a persona.
Directional connect rule: New links can only be created from the persona page. The trial page shows existing persona connections but does not allow adding new ones directly.
Why it matters
- persona work is used to reason about a specific study’s target population
- reviewers need to understand which trial a persona view applies to
- persona-specific engagement questionnaires and feedback are reviewed from the persona perspective
Dual-bound relationship
flowchart LR P[Persona] -- "version" --> T[Trial] T -. "version (connect blocked)" .-> P
Junction fields
From the persona page (persona → trial)
| Column | Description |
|---|---|
| Version | Junction version counter |
From the trial page (trial → persona)
| Column | Description |
|---|---|
| Version | Junction version counter |
Operations
| Action | From persona page | From trial page |
|---|---|---|
| Connect | Pick a trial to link | Blocked — connect from the persona side instead |
| Disconnect | Remove the trial link | Remove the persona link |
| Reconnect | Restore the link | Restore the link |
| Clear all | Remove all trial links | Not available |
This relationship supports:
- personas generated from trial context
- engagement questionnaires and feedback reviewed from the persona perspective