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Clone and Activate a Flow for E-Consents

Clone and Activate a Flow for E-Consents

Participant Management provides flows that you can use to digitize your consent management process. Clone and manage the flows so that your users can manage consent forms from an object page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
  1. From Setup, in the Quick Find box, enter Flows, and select it.
  2. Open the Review and Create Consent Requests flow.
  3. Click Save As.
  4. Enter a label and description for the flow.
    The API name is automatically populated.
  5. Save your changes.
  6. Activate the flow.

You can create a screen flow to use the above cloned flow as a subflow.

 
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