Dynamic status of InForm visits and forms
Whether a visit or form is visible in a study depends on whether a study event or form is associated with a workflow rule or global condition in a study workflow. The outcome of the workflow rule or global condition determines whether a dynamic visit or form appears.
For information about a workflow with a workflow rule, see Order of InForm visits and forms.
Workflow with global condition
Workflow with global condition (dynamic)
Workflow with global condition (dynamic)
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Dynamic status in the InForm application:
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Initially, or if the condition evaluates to False
—Form A and Form C are in the Case Book. Form B is dynamic and does not appear in the Case Book.
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If the condition evaluates to True
—Forms A, B, and C are in the Case Book.
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Complex workflow with global conditions (Example 1)
Study components
- Event1
- Event2 (with a global condition)
- Form2 (with a global condition)
Behavior
- Enter a value for Item1 and submit Form1 without entering a value for Item2: Event2 appears.
- Enter a value for Item2 and submit Form1 without entering a value for Item1: Neither Event2 nor Form2 appears.
- Subsequently enter a value for Item1 and submit Form1; Both Event2 and Form2 appear.
Complex workflow with global condition (Example 2)
Study components
- Event1
- Element1 (with a global condition)
- Event2
- Event3 (with a global condition)
Behavior
- Enter a value for Item1 and submit Form1 without entering a value for Item2: All the visits in Element1 appear.
- Enter a value for Item2 and submit Form1 without entering a value for Item1: None of the visits in Element1 appear.
- Subsequently enter a value for Item1 and submit Form1: All the visits in Element1 appear.
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