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            Configure Life Sciences Workflow Paths

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            Configure Life Sciences Workflow Paths

            Create workflow paths for each object and record type to meet your business needs. At each stage of the record’s lifecycle, define user permissions and the actions that users can take.

            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 configure workflow paths: Life Sciences Commercial Admin permission set
            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. Select the object and record type to create the workflow path for.
            5. To determine the stages in the workflow path, select the controlling picklist field.
              The workflow builder shows stages for each picklist value that's assigned to the controlling field for that object and record type.
            6. To open the workflow builder and define the workflow path, click Continue.
              The workflow builder opens on the first stage of the workflow. To select a different stage, click its name in the progress bar at the top of the page.
            7. Define a stage operation, which groups the conditions that control the permissions users have and the actions they can take on records in this stage.
              1. Under Stage Operations, click the plus icon.
              2. Name the operation.
              3. Select whether users can create, edit, or delete records at this stage when conditions are met.
                Standard Salesforce object and field-level permissions still apply.
              4. Enter a priority for this operation.
                When multiple stage operations apply to a record, the highest priority operation takes precedence, and users are granted those permissions.
              5. Save your changes.
            8. Define stage operation conditions that must be met to grant users permissions and show configured actions for this stage and operation.
              1. Select Stage Operation Conditions, and then click the plus icon.
              2. Select the field to evaluate.
                You can select fields on this object or a related object.
              3. Set the operator for the condition, and enter the required field value.
              4. Add more conditions as needed.
                All conditions must be met to grant permissions and actions.
            9. Define the stage operation actions, which determine the actions that users can perform when conditions are met for this stage.
              1. Select Stage Operation Actions.
              2. Click Add Actions, and then select the type of action to add.
              3. Select the actions to add to the page, and then save your changes.
              4. Add more actions as needed. To reorder the actions, use the arrows.
            10. In the Other Permissions tab, grant users access to Salesforce Files so that users can manage documents and attachments at this stage when conditions are met.
              • To prevent users from working with documents and attachments, select Salesforce Files but don't select any permissions.
              • To enable users to work with documents and attachments, select Salesforce Files, and then select whether users can create, edit, or delete files.
            11. Add or edit other stage operations for this stage, if needed.
              1. To add another parent stage operation, click the plus icon next to Stage Operations.
              2. To add a child stage operation, click the plus icon next to a stage’s name.
                Child stage operations control access to child objects of the workflow path's object.
                For example, in an Inquiry workflow path, create a child stage operation to control when users can create, edit, or delete Inquiry Question records.
              3. To edit a stage operation, select it under Stage Operations, and then click the pencil icon.
              4. To delete a stage operation, select it under Stage Operations, and then click the trash can icon.
              5. To clone a stage operation and make minor changes, select it under Stage Operations, and then click the copy icon.
            12. Similarly, configure at least one stage operation for each stage in the workflow.
              When a stage is configured, a green checkmark appears in the progress bar.
            13. After your workflow is complete, activate it to make it available to that object or object type, or save your changes and activate it later.
            14. To create a copy of this workflow path, click Clone.

            See Also

             
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