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.
- In the Project Explorer, select a study design (in a study only), study element, or study event.
- Select the Workflow Diagram tab.
- Right-click a study object, and select Add Rule.
The Workflow Expression Editor dialog box appears.
- Type a name and description for the workflow rule.
- Using either or both of the following methods, create an expression in the Expression section:
- Type directly in the Expression section. As you type, prompts appear dynamically, listing the rule model objects that are available for you to use based on the context.
- Drag in components from the Data, Functions, Constants, or Data Mappings tabs.
A reference to the study component, function, constant, or data set appears in the Expression section in the appropriate format.
- 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.
- 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
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Use the Workflow Expression Editor dialog box to create the expression for a workflow rule in a Workflow Diagram tab.
Workflow Expression Editor dialog box—Option descriptions
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Option
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Description
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Rule Name
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Name of the workflow rule.
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Rule Description
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Description of the workflow rule. This field is not deployed.
Maximum characters: 2000.
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References section
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Lists the components that are available for use in the rule being defined.
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Show All checkbox
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When selected, all available study objects as well as their properties appear. When not selected, only the available study objects appear.
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Data tab
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The available study objects appear in a tree structure similar to the Project Explorer.
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Functions tab
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The available functions appear in a tree structure organized by class.
Note: Functions are defined in the Study Editor or Library Editor.
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Constants tab
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The available constants appear in a tree structure organized by class.
Note: Constants are defined in the Study Editor or Library Editor.
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Globals tab
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The components of the available mappings appear in a tree structure similar to the Project Explorer.
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Expression section
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Used for developing the expression for the rule by typing or by dragging in components displayed in the tabs of the References section. When you drag in a component, the reference to the component is converted to the standard Central Designer expression syntax.
Typically an expression might contain a combination of typed values (such as operators) and dragged-in components (such as functions or references to study objects).
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Invoke Function dialog box - Option descriptions
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Use the Invoke Function dialog box to assign values to the parameters named in a function you are invoking in a rule or global condition definition.
Invoke Function dialog box—Option descriptions
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Option
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Description
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Function
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Name and description of the function being invoked.
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Return Type
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Data type of the value returned by the function.
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References section
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Lists the components that are available for use in the rule being defined.
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Show All checkbox
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When selected, all available study objects as well as their properties appear. When not selected, only the available study objects appear.
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Data tab
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The available study objects appear in a tree structure similar to the Project Explorer.
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Functions tab
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The available functions appear in a tree structure organized by class.
Note: Functions are defined in the Study Editor or Library Editor.
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Constants tab
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The available constants appear in a tree structure organized by class.
Note: Constants are defined in the Study Editor or Library Editor.
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Globals tab
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The components of the available mappings appear in a tree structure similar to the Project Explorer.
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Parameter Description section
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Lists the parameters that have been defined for the function, along with spaces in which to specify their values in the rule or global condition expression.
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Parameter
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Name of the parameter.
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Data Type
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Data type of parameter.
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Value
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Value the parameter takes in the rule or global condition expression:
- An explicit number or string.
- A study object, constant, or data series dragged in from the Data, Constants, or Globals tab of the References section.
- A function that returns a value of the required data type (for example, the GetValue() function).
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