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            Configure Life Sciences Workflow Actions

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            Configure Life Sciences Workflow Actions

            Before you configure a workflow path, create the actions that users can perform on an object. When you define the workflow path, you can assign these actions at each stage in the workflow.

            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 permission set

            You can create four types of workflow actions.

            • Update Record actions edit records in some way, for example, by moving the record to a new status.
            • Platform Event actions trigger real-time processes. For example, a platform event can launch a flow. Platform Event actions aren't available in the Life Sciences Cloud mobile app.
            • Component actions invoke a Lightning web component. For example, you can open a component that shows a list of available document templates. Salesforce-provided components are supported in the Life Sciences Cloud mobile app, but custom components that you create aren't.
            • Custom Actions support custom functionality, such as opening an external URL. You create custom actions from the Quick and Custom Action Administration page in the Admin Console. Actions require the Stage Path entity type and the URL action type. See Quick and Custom Action Management.
            1. From the App Launcher, find and select Admin Console.
            2. Select Workflow Configuration, and then select Workflow Actions.
              To see and search for available actions, select the tabs for each action type.
            3. To create an action, click New, and select the action type that you want to create.
            4. Enter the action’s basic information, such as its name, the button label, and the object on which it’s available.
            5. For an Update Record action, enter these details.
              1. Select the field on this object that the action updates, and enter the field’s default value.
              2. In the Target Object section, select an additional object, add the fields to update, and enter the default field values.
                When this action is triggered, a window opens where users can review, update, and save changes to these fields.
              3. In the Platform Event Parameters section, select a platform event to publish as part of this action, add the fields to include, and specify the default values.
                The platform event details are sent as parameters to workflows, Apex processes, or other asynchronous processes that are subscribed to this platform event.
            6. For a Platform Event action, enter these details.
              Platform Event actions aren't available in the Life Sciences Cloud mobile app.
              1. In the Target Object section, select an additional object, add the fields to update, and enter the default field values.
                When this action is triggered, a window opens where users can review, update, and save changes to these fields.
              2. In the Platform Event Parameters section, select a platform event to publish as part of this action, add the fields to include, and specify the default values.
                The platform event details are sent as parameters to workflows, Apex processes, or other asynchronous processes that are subscribed to this platform event.
            7. For a Component action, enter these details.
              Only Salesforce-provided components are supported in the Life Sciences Cloud mobile app.
              1. In the Component Parameters section, enter the name of the Lightning web component to open from this action.
              2. To populate field values when the component loads, enter component parameters.
                For example, for an action that opens a component to capture a signature, add these parameters to set these values when the component loads: "status":"Signed","disclaimerText":"Disclaimer Text".
            8. For a Custom Action, select a custom URL action to open an external link.
            9. Save your changes.

            After you create actions, you can see action details and parameters on the Workflow Actions page. You can also edit, clone, or delete actions.

            See Also

             
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