Updating the state of a workflow rule

To instruct the InForm application to re-evaluate the workflow for a subject after workflow rules and global conditions run:

If you are deploying a study to an InForm release prior to 6.1.1, you can create a rule with the Update Workflow action.
For example, if you change the parameters on a workflow rule that assigns subjects to treatment arms at the beginning of a study, you can 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 a checkbox to a form at the beginning of the study, and then create a rule with the UpdateWorkflow action that fires when a user selects the checkbox.
If you are deploying a study to InForm release 6.1.1 or later, the InForm application re-evaluates the workflow without user interaction.
When you validate a study that contains a rule with the UpdateWorkflow action, a warning appears and indicates that the rule is not required for studies that are deployed to InForm release 6.1.1 or later.