Stage Management

With Stage Management, you can simplify the implementation of complex business processes with greater visibility and control. Define stage transition criteria, and create a transition plan for each stage of the business process workflow. Use a declarative approach to control parent object stage transitions based on child object criteria, effectively modeling dependent business processes. Your users can have a comprehensive view of the record stage progress by using the Record Stage Overview Lightning web component.

• Stage Management Editions Permissions
  Review the supported products and editions for Stage Management. Then learn about how your product handles permissions and how to assign them.
• Stage Management Basics
  Use Stage Management to automate and manage business process stages and gain control over the record stage progress.
• Considerations for Working with Stage Management
  Stage management has certain limitations, such as the limits on active stage definitions and transition plans.
• Enable Stage Management
  To create stage definitions for your business processes, enable the Stage Management setting.
• Create a Stage Definition
  Stage definitions specify the object and field used to configure Stage Management. ‌Stage definitions form the foundation for Stage Management configurations. Create stage definitions for different record types by using templates.
• Configure Flexible Stage Progressions using Stage Definition Assignment and Stage Assignment Rule Criteria
  Assign different stage definitions to the same object and record type based on rule-based conditions by using stage definition assignments. Customize stages dynamically, tailored to each record’s context. Instead of applying a static set of stages to all records of an object, configure multiple stage journeys and automatically apply the most relevant one using stage assignment criteria.
• Experience Cloud Site Access to Record Stage Overview
  Guest users can access the Record Stage Overview component on the Experience Cloud site. Create a permission set that grants read-only access to the objects and assign it to the guest users. Establish sharing rules to make sure these users can access the records and step definitions defined in Stage Management.
• View Record Stage Progress with Stage Management
  Add the Record Stage Overview Lightning Component to your record page or Experience Cloud Site to make it available to your external users. The component gives your users a comprehensive view of the business process stages and the tasks to be performed. Control who can view steps in the Record Stage Overview component by using permission sets and standard sharing rules.