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Create Workflow Actions
Before configuring stages, create the two workflow actions that appear as buttons on the Quote record page.
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 create workflow actions: | Life Sciences Commercial Admin |
- From the App Launcher, find and select Admin Console.
- Select Workflow Configuration, and then select Workflow Actions.
- Click New.
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Create the Submit action.
- Click New and then select Update Record.
- For Action Name and Button Name, enter Submit.
- For Object, select Quote.
- For Field API Name, select Status.
- For New Field Value, enter Submitted.
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Create the Request for Unlock action.
- Click New and then select Update Record.
- For Action Name and Button Name, enter Request for Unlock.
- For Object, select Quote.
- For Field API Name, select Status.
- For New Field Value, enter Request for Unlock.
- Save your changes.
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