Manage Life Sciences Workflows

You can manage Life Sciences workflows from the Workflow Configuration tile in the Admin Console. From the Workflow Paths page, you can:

• Search the list of workflow paths, and sort by column to find the workflow you need.
• Get details about each workflow path, such as the object and record type it applies to, its status, and its controlling field.
• Create a workflow path.
• Clone a workflow path.
• Open or edit a workflow path to modify its details, activate it, or deactivate it.

After you configure a Life Sciences workflow, you can use Data Loader to move the workflow configuration to another org.

• 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.
• 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.
• Configure Custom Scripts for Life Sciences Workflows
  To make sure that records meet your business rules before the Life Sciences Customer Engagement workflow continues, create and manage custom scripts. Each time a user performs an action, validation scripts run to prevent incorrect actions or alert users about errors. Checklist scripts show an info icon on Update Record actions so that users can see the next steps to take.
• Assign Custom Scripts to Life Sciences Workflow Objects
  To enforce business rules throughout the workflow, update the validation scripts and checklists that apply to each stage object.