Edit Schedule and Rule Action dialog box—Option descriptions

Use the Edit Schedule and Rule Action dialog box to specify the conditions under which the next object in a workflow appears in a study, when the next study object in a workflow depends on the outcome of a workflow rule. This dialog box appears when you:

  • Connect a rule to a study event in the Workflow Diagram tab.
  • Double-click an outgoing connector from a rule in the Workflow Diagram tab.
  • Specify a workflow rule outcome as a precondition in the Workflow Diagram tab.

The Edit Schedule and Rule Action dialog box appears when you connect a workflow rule and a study object. The dialog box allows you to define a schedule at the same time that you define a workflow action.

Option Description
Event Schedule tab -
Target event interval Amount of time to elapse between the connected study object and study event. This amount is specified as the number of weeks, days, and hours.
After event Indicates the study event that the current study event follows.
Clear Schedule Resets the target event interval to zero.
Rule Action tab -
If the value is Indicates when the next object in the workflow appears in a study:
  • False—Only if the rule or global condition evaluates to false.
  • True—Only if the rule or global condition evaluates to true.
  • Always—Regardless of the result of the rule or global condition. This option is disabled for a workflow rule.
  • Only if no other action executes—Only if no other workflow object is in effect. This option is disabled for a workflow rule.
  • Relational statement—Only if the value returned by the rule or global condition satisfies the condition specified in the drop-down list and the text fields for this option. The following additional information is required for this selection:
    • Drop-down list—Specifies how the value returned by the workflow rule is compared with the values in the two text fields.
    • First text field—Specifies the value to compare with the value returned by the rule or global condition. If Between is selected in the drop-down list, the first text field specifies the first of two values that delineate a range. The rule or global condition result is checked to determine if it is between the two values.
    • Second text field—Available if Between is selected in the drop-down list. The second text field specifies the second of two values that delineate a range. The rule or global condition result is checked to determine whether it is between the two values.
    • Inclusive—Available if Between is selected in the drop-down list. If selected, indicates that the range of values delineated in the two text fields includes the values entered in those fields.

    Note:

    Do not use the relational statement fields for string values, or a validation error occurs.