Deciding between a workflow rule and a global condition

When to use workflow rules

Use a workflow rule to determine the branch of a study workflow that a subject should follow. For example, you can use a workflow rule to determine whether a subject completes a study with the standard termination visit or continues on to a set of extended visits.

When you need to apply the same action to multiple study objects, Oracle recommends creating a workflow rule instead of applying a single global condition to multiple study objects. A workflow rule is evaluated only once.

When a study is deployed, the study objects that follow the workflow rule do not appear in the study book until the rule outcome determines the branch a study subject should follow.

When to use global conditions

Use a global condition when you want a single study workflow object to be dynamic. For example, you can use a global condition to generate a pregnancy test form for female subjects.

Because you can apply only one global condition per study object, you must create an expression that evaluates all relevant data points in one global condition. Therefore, you cannot apply the global condition to multiple study objects if the other study objects require other actions.

When a study is deployed, the study object to which the global condition is applied does not appear in the study book until the outcome of the global condition determines whether it is needed.