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.

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.
4. Enter a name and description for the workflow rule.
5. On the Expression tab, create the rule expression:
   1. 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.
      • 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.

   2. Add operators and literals, as needed.

      For more information, see Operators and literals in the Rules Reference Guide.

6. Click OK.