Step 7d: Add your rules and global conditions to the workflow

A rule developer creates rules and global conditions on forms and visits, and they appear in the Workflow Diagram tab after they're created. You can connect the rules to study objects to specify the study object that comes next in the workflow based on the outcome of the rule.

1. At the bottom of the Project Explorer, click the Visit Schedule () button.
2. Select Study Design.
3. Make sure the Workflow Diagram tab is selected.
4. Move the cursor over the rule or global condition until it changes to a pointing finger icon, and connect the rule to the next object in the workflow.
5. In the If the value is section, indicate when you want the next object in the workflow to appear, and click OK.
6. If the workflow branches differently for different outcomes of the rule, repeat the procedure for the other branch.