Workflow path stage operations for Medical Inquiries
Key Takeaway
Stage operations decide, at each stage of a medical inquiry, what users can create, edit, or delete and which action buttons they see. To lock a child object such as InquiryQuestion at a later stage, give it a child stage operation on that stage with "Create", "Edit", and "Delete" all unselected.
A Life Sciences workflow path moves a medical inquiry through stages driven by the "Status" field on the Inquiry record. At each stage, stage operations decide what users can create, edit, or delete and which action buttons they see. For example, users can change inquiry questions while the inquiry is in Draft but not after it's signed.
Workflow paths and stages
For medical inquiries, the workflow path is built on the Inquiry object, with Status as the controlling picklist field. Each Status picklist value becomes a stage in the workflow builder. The medical inquiry path has five stages: Draft, Signed, Submitted, Assigned, and Responded.
Each workflow path is created for a specific object and record type, so one object can have multiple workflow paths that vary by record type.
Life Sciences workflows show progress in a custom progress bar on the record detail page, not in the standard Path component.