Understand Life Sciences Workflows

For an example workflow configuration, see Set Up Workflow Actions for Medical Inquiry Management and Set Up the Workflow Stages to Manage Medical Inquiries.

Workflow Path

The workflow path is the object’s overall workflow, and the path from one stage in the workflow to the next. An object can have multiple workflow paths configured that vary by record type.

Life Sciences workflows show progress in a custom progress bar on the record detail page. They don’t use the standard Path component.

Stage Object

The stage object is the object for which you configure a workflow path, for example, Inquiry, Managed Event, or Account. When you create and save a workflow path, stage object records are created automatically. One stage object record is created for each object that has a workflow configured.

Workflow Actions

Workflow actions are the actions that users can perform as part of the workflow.

Workflow Stage Value

Workflow stage values are the steps in the object’s workflow path. A controlling picklist field determines the stages. For example, if the Status field is the controlling field on a workflow for the Inquiry object, the workflow path often includes stages such as New, Working, Escalated, and Closed.

Stage Operation

Stage operations are a grouping of conditions that the record must meet to grant permissions and determine the actions that are available to users. You define stage operations for each stage in the workflow.

Stage Operation Conditions

Stage operation conditions are the specific conditions within the stage operation that a record must meet to grant permissions and make actions available to users. If the conditions aren’t met, the permissions and actions aren’t granted. You define stage operation conditions for each stage operation within each stage of the workflow.

Stage Operation Actions

Stage operation actions are the actions that are available to users when the stage operation is applied to a particular stage in the workflow path. You create workflow actions separately, and then you assign them as stage operation actions for each stage in the workflow's path.

Custom Scripts

Custom scripts are Lightning web components that validate user actions or provide checklists to help users understand the tasks to complete.