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Creating a workflow rule in a workflow diagram

You can create a workflow rule for a study element, study event, or form.

Note: A study object can include only one workflow rule.

  1. In the Project Explorer, select a study design (in a study only), study element, or study event.
  2. Select the Workflow Diagram tab.
  3. Right-click a study object, and select Add Rule.

    The Workflow Expression Editor dialog box appears.

  4. Type a name and description for the workflow rule.
  5. Using either or both of the following methods, create an expression in the Expression section:

    A reference to the study component, function, constant, or data set appears in the Expression section in the appropriate format.

  6. If you dragged a function into the Expression section, use the Invoke Function dialog box to specify the values of the required parameters, and click OK.
  7. Click OK.

    A workflow rule object appears in the Workflow Diagram tab, connected to the study object for which you defined the workflow rule.

    For information about connecting the workflow rule to workflow objects, see Connecting and ordering study objects in a workflow diagram.

Workflow Expression Editor dialog box - Option descriptions.

Invoke Function dialog box - Option descriptions.

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