Updating the state of a workflow rule

The Update Workflow action re-evaluates the workflow for a subject after workflow rules and global conditions have already run.

You need to select the UpdateWorkflow action if you change a study or move a subject after workflow rules and global conditions have run for one or more subjects.

For example, if you change the parameters on a workflow rule that assigns subjects to treatment arms at the beginning of a study, you would need to use the UpdateWorkflow action to retrigger all the rules after that point in the workflow and determine which forms and visits should appear.

To implement this functionality you can add an item with a checkbox to the study, such as on a new form at the beginning of the study, and then create a rule with the UpdateWorkflow action that fires when the checkbox is selected.