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            Set Up Workflow Actions for Medical Inquiry Management

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            3. Administer Life Sciences Cloud

            Set Up Workflow Actions for Medical Inquiry Management

            Define relevant workflow actions for tasks that users must perform in the medical inquiry process, such as inquiry submission, assignment, and more. With the help of workflow actions, you can show contextual action buttons on the Inquiry record detail page depending on the current stage of the inquiry workflow. For example, the Submit button appears when the inquiry is ready to be submitted by the sales representative.

            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 workflow actions: Life Sciences Commercial Admin permission set

            Prerequisite: Create a compliance statement definition record. Select Statement Type as Disclaimer and Module Type as Medical Inquiry. Add the disclaimer text in Statement Text.

            1. From the App Launcher, find and select Admin Console.
            2. Select Workflow Configuration, and then select Workflow Actions.
            3. On the Workflow Actions page, click New and select Update Record.
            4. Create action buttons for submission, assignment, and response using these details.
                Submission Action Assignment Action Response Action
              Action Name Submit Medical Inquiry Assign Medical Inquiry Respond to Medical Inquiry
              Button Label Submit Assign to Me Move Status to Responded
              Object Inquiry Inquiry Inquiry
              Field Case ID Case ID Case ID
              Parent Record Field Status Status Status
              New Field Value Submitted Assigned Responded
              Parameters None None None
            5. Save your changes.
            6. On the Workflow Actions page, click New and select Open Component.
            7. Create component actions for signature, response preference, and response using these details.
                Signature Action Response Preference Action Response Action
              Action Name Add Signature Add Response Preference Add Response
              Button Label Add Signature Add Response Preference Add Response
              Object Inquiry Inquiry Inquiry
              Component Name lsc4ce:InquirySignatureModal lsc4ce:responsePreferenceSelector lsc4ce:inquiryAnswerModal
              Component Parameters "status":"Signed","isTopicEnabled":true, "disclaimerText":"Disclaimer Text " None None
            8. Save your changes.
            9. Click Deploy.
              The actions are active, and you can add them to a workflow path.

            See Also

             
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