Update Record versus Open Component workflow actions for inquiries
Key Takeaway
Use an Update Record action for a one-click move to a fixed status. Use an Open Component action when the user must enter something, such as a signature, even if the action also sets the status.
Medical inquiry workflow actions are the buttons users click on the Inquiry record page to move an inquiry through its process. An admin builds each action as one of two types. An Update Record action sets a field to a fixed value in one click. An Open Component action opens a component window where the user provides input. The right type depends on whether the user only advances the inquiry or must enter something.
Workflow actions on the Inquiry page
Workflow actions define the tasks users perform in the medical inquiry process, such as submission, assignment and response. Each action appears as a contextual button on the Inquiry record detail page. Which buttons appear depends on the current stage of the inquiry workflow. For example, the "Submit" button appears when the sales rep's inquiry is ready to be submitted.