Lifecycles & Workflows


About Object Lifecycles

Object lifecycles are the sequences of states (In Review, Approved, etc.) that an object record can go through during its life. A lifecycle must have...

About Object Workflows

A workflow is a series of steps configured in Vault to align with specific business processes. These steps are actions that occur on or in...

Configuring Object Lifecycles

Object lifecycles are the sequences of states (In Review, Approved, etc.) that an object record can go through during its life. An object lifecycle must...

Configuring Object Workflows

Object workflows apply to a single object lifecycle and a single object. To set up an object workflow, you’ll need to complete several steps:

Email & Messages Administration

From the Email & Notifications pages, you can view and edit messages that Vault sends to users as both emails and in-application notifications.

Adding & Managing Object Lifecycle Roles

When you create a new object lifecycle, you can add custom application roles to an object lifecycle as well as edit role permissions. Vault automatically...

Setting Fields with Formulas

You can set fields using formulas through the Update Record Field object lifecycle state entry action and object workflow step. These options enable you to set...

Using Object Workflows

This article explains how to start a workflow, manage an in-progress workflow, and complete tasks as a workflow participant.