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)

ColumnDescription
VersionJunction version counter

From the trial page (trial → persona)

ColumnDescription
VersionJunction version counter

Operations

ActionFrom persona pageFrom trial page
ConnectPick a trial to linkBlocked — connect from the persona side instead
DisconnectRemove the trial linkRemove the persona link
ReconnectRestore the linkRestore the link
Clear allRemove all trial linksNot available

This relationship supports:

  • personas generated from trial context
  • engagement questionnaires and feedback reviewed from the persona perspective

From each side

  • Use Personas when the team is refining the participant profile and reviewing which trials it informs.
  • Use Trials when the team is working from the study outward and reviewing trial-specific persona connections.