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Configure Workflow for Enablement Coaching

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Configure Workflow for Enablement Coaching

Configure Workflow actions and paths to control the Enablement Coaching lifecycle. Include the separate active path without conditions that mobile record creation requires.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

Create Update Record Actions

Create workflow actions that move Enablement Coaching events through their lifecycle statuses.

  1. From the App Launcher, find and select Admin Console.
  2. Select Workflow Configurations, and then select Workflow Actions.
  3. Click New, and complete the required fields.
Action name Button label Object Field New field value
Move to Self Evaluation Move to Self Evaluation Enablement Coaching Status SelfEvaluation
Move to Evaluation In Progress Move to Evaluation In Progress Enablement Coaching Status InReview
Finish Finish Enablement Coaching Status Finished
Cancel Cancel Enablement Coaching Status Cancelled
Note
Note For each action, select Update Record Action, enter the values exactly as shown in the table, and save the action.

Create Open Component Actions

Create workflow actions that open the components for finalizing and acknowledging evaluations.

  1. In Workflow Actions, select New.
  2. Select Open Component Action.
  3. Create Finalize Evaluation with button label Finalize Evaluation for Enablement Coaching.
  4. Set Component Name to industries_ls_commercial:FinalizeEvaluationModal.
  5. Save the action.
  6. Create Acknowledge with button label Acknowledge for Enablement Coaching.
  7. Set Component Name to industries_ls_commercial:acknowledgeEvaluationModal.
  8. Save the action.

Configure the Workflow Path

Define and activate the stages, actions, conditions, and record access for the Enablement Coaching workflow.

  1. From the App Launcher, find and select Admin Console.
  2. Select Workflow Configuration, and then select Workflow Paths.
  3. Click New, and give the workflow path a name.
  4. For Object, select Enablement Coaching.
  5. For Field API Name, select Status.
  6. Click Continue.
  7. Select the Planned stage.
  8. Under Stage Operations, click the plus icon.
  9. For Operation Name, enter Move to Self Evaluation.
  10. For Priority, enter 1.
    Note
    Note When multiple stage operations apply to a record, the highest priority operation takes precedence, and users are granted those permissions. A lower value signifies a higher priority.
  11. Save your changes.
  12. Under Stage Operation Conditions, click the plus icon.
  13. Add these conditions:
    Field Operator Value
    IsSelfEvaluationEnabled Equals True
    LoggedInAttendeeRole Equals Coach
  14. Select the Stage Operation Actions tab.
  15. From the Add Actions menu, select Update Record.
  16. Select the Move to Self Evaluation and Cancel actions.
  17. Similarly add the following operations, operations conditions, and operation actions.
    Stage Stage Operation Name Priority Stage Operation Conditions Stage Operation Actions
    Planned Move to Evaluation In Progress 2 Field: IsSelfEvaluationEnabled Operator: Equals Value: False Move to Evaluation In Progress
    Field: LoggedInAttendeeRole Operator: Equals Value: Coach
    Self-Evaluation Cancel 1 Field: LoggedInAttendeeRole Operator: Equals Value: Coach Cancel
    Evaluation in Progress Finalize Evaluation 1 Field: LoggedInAttendeeRole Operator: Equals Value: Coach

    Finalize Evaluation Cancel

    To add the Finalize Evaluation action, from the Add Actions menu, select Open Component and then select the action.
    Field: IsAcknowledgementEnabled Operator: Equals Value: True
    Finish 2 Field: IsAcknowledgementEnabled Operator: Equals Value: False Finish
    Field: LoggedInAttendeeRole Operator: Equals Value: Coach
    Feedback Review Acknowledge 1 Field: LoggedInAttendeeRole Operator: Equals Value: Employee

    Acknowledge

    To add the Acknowledge action, from the Add Actions menu, select Open Component and then select the action.
    Acknowledged Finish 1 Field: LoggedInAttendeeRole Operator: Equals Value: Coach Finish
    Completed Complete 1 None None
    Cancelled None
  18. Save your changes.
  19. Activate the workflow path.
Note
Note The first action in the Planned stage shares the event with the coachee. At least one coachee is required for the action to run.

For more information, see Workflows for Life Sciences.

 
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