Create 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.
- Enter a name and description for the workflow rule.
- On the Expression tab, create the rule expression.
- Drag any of the following objects from the tabs on the right to the Expression workspace.
- Data Mappings tab—Data mapping study object, rule model property, method for a global study object.
- Constants tab—Constants.
- Functions tab—Functions.
- Data tab—Value of a study object, a rule model property, or a method for a repeating study object.
Tip: To view the rule model properties of all of the study objects, click Show All.
For more information, see Rule Wizard—Option descriptions.
- Add operators and literals, as needed.
For more information, see Operators and literals in the Rules Reference Guide.
- Drag any of the following objects from the tabs on the right to the Expression workspace.
- Click OK.