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            Set Up the Workflow Stages to Manage Medical Inquiries

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            Set Up the Workflow Stages to Manage Medical Inquiries

            Enhance efficiency, maintain compliance, and promote data integrity with configurable workflow paths. The workflow outlines the journey of an object through various stages and helps you manage the different statuses, actions, and record permissions. For the medical inquiry process, set up a workflow path based on the Inquiry object and its different stages.

            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.
            User Permissions Needed
            To set up a workflow path: Life Sciences Commercial Admin permission set

            To create the workflow, add operations for each stage and define the permissions to create, edit, or delete records based on the user’s role or context. Associate workflow actions to each operation, and set up conditions that must be met to grant permissions and enable actions. The validations help control the visibility of responses, records, and fields.

            Prerequisite: Configure the required workflow actions for the medical inquiry process.

            See Also

            Create a Workflow Path

            1. From the App Launcher, find and select Admin Console.
            2. Select Workflow Configuration.
            3. On the Workflow Paths screen, click New, and enter a name for the medical inquiry workflow.
            4. From the Object API Name list, select Inquiry
            5. From the Field API Name list, select Status.
            6. Click Continue.

            Set Up the Draft Status Stage

            1. On the workflow screen, from the workflow path, select Draft.
            2. Under Stage Operations, click An add icon to add a stage operation. and enter a name for the operation. We recommend using Medical Inquiry Draft.
            3. Select Create, Edit, and Delete.
            4. Set the priority to 1, and save your changes.
            5. Add actions to the stage operation.
              1. Under Stage Operation Actions, click Add Actions and select Open Component.
              2. Select the Add Signature and Add Response Preference actions.
              3. Save your changes.
            6. On the Stage Operation Conditions tab, add a condition with these values, if necessary.
              1. For Field, enter the name of the formula field you created earlier.
              2. For Operator, enter Equals.
              3. For Value, enter the text that you configured as Text2 in the formula field.
              4. Save your changes.
            7. Under Other Permissions, select Salesforce Files, and then select Create, Edit, and Delete.
            8. Create a child stage operation for managing inquiry questions.
              1. Next to the Medical Inquiry Draft operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select InquiryQuestion, and select Create, Edit, and Delete.
              3. Set the priority to 1, and save your changes.
            9. Create a child stage operation for managing subject assignments.
              1. Next to the Medical Inquiry Draft operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select SubjectAssignment, and select Create, Edit, and Delete.
              3. Set the priority to 2, and save your changes.

            Set Up the Signed Status Stage

            1. On the workflow screen, from the workflow path, select Signed.
            2. Under Stage Operations, click An add icon to add a stage operation. and enter a name for the operation. We recommend using Medical Inquiry Signed.
            3. Set the priority to 1, and save your changes.
            4. Add actions to the stage operation.
              1. Under Stage Operation Actions, click Add Actions and select Update Record.
              2. Select the Submit Medical Inquiry action.
              3. Save your changes.
            5. On the Stage Operation Conditions tab, add a condition with these values.
              1. For Field, enter the name of the formula field you created earlier.
              2. For Operator, enter Equals.
              3. For Value, enter the text that you configured as Text2 in the formula field.
              4. Save your changes.
            6. Under Other Permissions, select Salesforce Files.
              Don’t select Create, Edit, or Delete.
            7. Create a child stage operation for managing inquiry questions.
              1. Next to the Medical Inquiry Signed operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select InquiryQuestion.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 1, and save your changes.
            8. Create a child stage operation for managing subject assignments.
              1. Next to the Medical Inquiry Signed operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select SubjectAssignment.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 2, and save your changes.

            Set Up the Submitted Status Stage

            1. On the workflow screen, from the workflow path, select Submitted.
            2. Under Stage Operations, click An add icon to add a stage operation. and enter a name for the operation. We recommend using Medical Inquiry Submitted.
            3. Set the priority to 1, and save your changes.
            4. Add actions to the stage operation.
              1. Under Stage Operation Actions, click Add Actions and select Update Record.
              2. Select the Assign Medical Inquiry action.
              3. Save your changes.
            5. On the Stage Operation Conditions tab, add a condition with these values.
              1. For Field, enter the name of the formula field you created earlier.
              2. For Operator, enter Equals.
              3. For Value, enter the text that you configured as Text1 in the formula field.
              4. Save your changes.
            6. Under Other Permissions, select Salesforce Files.
              Don’t select Create, Edit, or Delete.
            7. Create a child stage operation for managing inquiry questions.
              1. Next to the Medical Inquiry Submitted operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select InquiryQuestion.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 1, and save your changes.
            8. Create a child stage operation for managing subject assignments.
              1. Next to the Medical Inquiry Submitted operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select SubjectAssignment.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 2, and save your changes.

            Set Up the Assigned Status Stage

            1. On the workflow screen, from the workflow path, select Assigned.
            2. Under Stage Operations, click An add icon to add a stage operation. and enter a name for the operation. We recommend using Medical Inquiry Assigned.
            3. Set the priority to 1, and save your changes.
            4. Add actions to the stage operation.
              1. Under Stage Operation Actions, click Add Actions and select Update Record.
              2. Select the Respond to Medical Inquiry action.
              3. Save your changes.
              4. Under Stage Operation Actions, click Add Actions and select Open Component.
              5. Select the Add Response action that you created earlier.
              6. Save your changes.
            5. On the Stage Operation Conditions tab, add a condition with these values.
              1. For Field, enter the name of the formula field you created earlier.
              2. For Operator, enter Equals.
              3. For Value, enter the text that you configured as Text1 in the formula field.
              4. Save your changes.
            6. Under Other Permissions, select Salesforce Files.
              Don’t select Create, Edit, or Delete.
            7. Create a child stage operation for managing inquiry questions.
              1. Next to the Medical Inquiry Assigned operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select InquiryQuestion.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 1, and save your changes.
            8. Create a child stage operation for managing subject assignments.
              1. Next to the Medical Inquiry Assigned operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select SubjectAssignment.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 2, and save your changes.

            Set Up the Responded Status Stage

            1. On the workflow screen, from the workflow path, select Responded.
            2. Under Stage Operations, click An add icon to add a stage operation. and enter a name for the operation. We recommend using Medical Inquiry Responded.
            3. Set the priority to 1, and save your changes.
            4. Create a child stage operation for managing inquiry questions.
              1. Next to the Medical Inquiry Responded operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select InquiryQuestion.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 1, and save your changes.
            5. Create a child stage operation for managing subject assignments.
              1. Next to the Medical Inquiry Responded operation, click An add icon to add a stage operation., and enter a name for the operation.
              2. For the object, select SubjectAssignment.
                Don’t select Create, Edit, or Delete.
              3. Set the priority to 2, and save your changes.

            Activate the Workflow

            1. On the workflow screen, click Activate.
            2. Save your changes.
              The medical inquiry workflow is ready for use to manage inquiries.

            Depending on your business needs, configure custom scripts and associate the scripts with the workflow.

             
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