Connecting and ordering study objects in a workflow diagram

In the Project Explorer, select the Visit Schedule Explorer bar.
Select a study design, study element, or study event.
Select the Workflow Diagram tab.
Move the cursor over the first of the two objects you want to connect until it changes to a pointing finger icon.
Drag the cursor to a connection node in the next component in the sequence, and release it.
A connection line points from the first object to the study element or study event, and the Edit Schedule dialog box appears.
Schedule the interval between study objects, and click OK.
Note: You can define multiple schedules leading into a study element or event. However, in the InForm application, the visit hours are always set to the schedule with the greatest amount of time.

In the Project Explorer, select the Visit Schedule Explorer bar.
Select a study event.
Select the Workflow Diagram tab.
Move the cursor over the first of the two forms until it changes to a pointing finger icon.
Drag the cursor to a connection node in the next component in the sequence, and release it.
The two forms are linked by an arrow.

In the Project Explorer, select the Visit Schedule Explorer bar.
Select a study design, study element, or study event.
Select the Workflow Diagram tab.
Move the cursor over the rule workflow diagram object until it changes to a pointing finger icon.
Drag the cursor to a connection node in the next component in the sequence, and release it.
A connection line points from the rule to the next object, and one of the following dialog boxes appears:
- If you are connecting a rule to a study event or study element—Edit Schedule and Rule Action dialog box.
- If you are connecting a rule to a form—Edit Rule Action dialog box.
In the If the value is section, select a value.
Click OK.
If the workflow branches differently for different outcomes of the rule, repeat the procedure for the other branch.

Use the Edit Schedule dialog box to specify the interval before the next study event in a study workflow. This dialog box appears when you:

Connect a study element or study event to a study element or study event in the Workflow Diagram tab.

Double-click an outgoing connector from a study element or study event to a study element or study event in the Workflow Diagram tab.

Edit Schedule dialog box—Option descriptions

Option	Description
Target event interval	Amount of time to elapse between the connected study object and study event. This amount is specified as the number of weeks, days, and hours.
After event	Indicates the study event that the current study event follows.
Clear Schedule	Resets the target event interval to zero.

Use the Edit Rule Action dialog box to specify the conditions under which the next object in a workflow appears in a study, when the next study object in a workflow depends on the outcome of a workflow rule. This dialog box appears when you:

Connect a rule to a form in the Workflow Diagram tab.
Double-click an outgoing connector from a rule in the Workflow Diagram tab.
Specify a workflow rule outcome as a precondition in the Workflow Diagram tab

The dialog box allows you to define a workflow action only.

Edit Rule Action dialog box—Option descriptions


Option	Description
If the value is	Indicates when the next object in the workflow appears in a study: False—Only if the rule evaluates to false. True—Only if the rule evaluates to true. Always—Regardless of the result of the rule. This option is disabled for a workflow rule. Only if no other action executes—Only if no other workflow object is in effect. This option is disabled for a workflow rule. Relational statement—Only if the value returned by the rule satisfies the condition specified in the drop-down list and the text fields for this option. The following additional information is required for this selection: Drop-down list—Specifies how the value returned by the workflow rule is compared with the values in the two text fields. First text field—Specifies the value to compare with the value returned by the rule. If Between is selected in the drop-down list, the first text field specifies the first of two values that delineate a range. The rule result is checked to determine if it is between the two values. Second text field—Available if Between is selected in the drop-down list. The second text field specifies the second of two values that delineate a range. The rule result is checked to determine whether it is between the two values. Inclusive—Available if Between is selected in the drop-down list. If selected, indicates that the range of values delineated in the two text fields includes the values entered in those fields. Note: Do not use the relational statement fields for string values, or a validation error occurs.

Option

Description

If the value is

Indicates when the next object in the workflow appears in a study:

False—Only if the rule evaluates to false.
True—Only if the rule evaluates to true.
Always—Regardless of the result of the rule. This option is disabled for a workflow rule.
Only if no other action executes—Only if no other workflow object is in effect. This option is disabled for a workflow rule.
Relational statement—Only if the value returned by the rule satisfies the condition specified in the drop-down list and the text fields for this option. The following additional information is required for this selection:
- Drop-down list—Specifies how the value returned by the workflow rule is compared with the values in the two text fields.
- First text field—Specifies the value to compare with the value returned by the rule. If Between is selected in the drop-down list, the first text field specifies the first of two values that delineate a range. The rule result is checked to determine if it is between the two values.
- Second text field—Available if Between is selected in the drop-down list. The second text field specifies the second of two values that delineate a range. The rule result is checked to determine whether it is between the two values.
- Inclusive—Available if Between is selected in the drop-down list. If selected, indicates that the range of values delineated in the two text fields includes the values entered in those fields.
  Note: Do not use the relational statement fields for string values, or a validation error occurs.

Use the Edit Schedule and Rule Action dialog box to specify the conditions under which the next object in a workflow appears in a study, when the next study object in a workflow depends on the outcome of a workflow rule. This dialog box appears when you:

Connect a rule to a study event in the Workflow Diagram tab.
Double-click an outgoing connector from a rule in the Workflow Diagram tab.
Specify a workflow rule outcome as a precondition in the Workflow Diagram tab.

The Edit Schedule and Rule Action dialog box appears when you connect a workflow rule and a study object. The dialog box allows you to define a schedule at the same time that you define a workflow action.

Edit Schedule and Rule Action dialog box—Option descriptions

Option	Description
Event Schedule tab
Target event interval	Amount of time to elapse between the connected study object and study event. This amount is specified as the number of weeks, days, and hours.
After event	Indicates the study event that the current study event follows.
Clear Schedule	Resets the target event interval to zero.
Rule Action tab
If the value is	Indicates when the next object in the workflow appears in a study: False—Only if the rule evaluates to false. True—Only if the rule evaluates to true. Always—Regardless of the result of the rule. This option is disabled for a workflow rule. Only if no other action executes—Only if no other workflow object is in effect. This option is disabled for a workflow rule. Relational statement—Only if the value returned by the rule satisfies the condition specified in the drop-down list and the text fields for this option. The following additional information is required for this selection: Drop-down list—Specifies how the value returned by the workflow rule is compared with the values in the two text fields. First text field—Specifies the value to compare with the value returned by the rule. If Between is selected in the drop-down list, the first text field specifies the first of two values that delineate a range. The rule result is checked to determine if it is between the two values. Second text field—Available if Between is selected in the drop-down list. The second text field specifies the second of two values that delineate a range. The rule result is checked to determine whether it is between the two values. Inclusive—Available if Between is selected in the drop-down list. If selected, indicates that the range of values delineated in the two text fields includes the values entered in those fields. Note: Do not use the relational statement fields for string values, or a validation error occurs.