Should I use a workflow rule or a global condition?

When to use workflow rules

  • To determine the branch of a study workflow that a subject should follow.

    For example, you can use a workflow rule to determine whether a subject completes a study with the standard termination visit or continues on to a set of extended visits.

  • To apply the same action to multiple study objects.

When to use global conditions

  • To make a single study workflow object dynamic.

    For example, you can use a global condition to generate a pregnancy test form for female subjects.

  • To apply a single action to a single study object.

    Because you can apply only one global condition per study object, you must create an expression that evaluates all relevant data points in one global condition. Therefore, you cannot apply the global condition to multiple study objects if the other study objects require other actions.