Defining the Change Lifecycle
2 min
each step of the setup process is carried out on through the application setup page to get to the setup page log in as an and open the from the settings pane, select configure > organizational profile > application setup in the application setup workspace, select change management to display the application setup change enablement page defining the steps for the change lifecycle on the application setup change lifecycle page, you select the actions to take at each stage of your lifecycle if you have advanced lifecycle requirements, you can define them later by working through the same process the default change lifecycle settings are create change request (logged) cancel change request change send change for approval deny or cancel change pending approval defer or cancel change approve change deny approval scheduled cancel change implemented closed configuring the change lifecycle click lifecycle the application displays the application setup change lifecycle page for each change lifecycle stage, check the to occur to automatically send an email when the application updates the change status a check send email b use the associated dropdown list to select a notification type, such as sendrequestornotificationchangescheduled c click preview email to preview the message to add another to this lifecycle stage, do the following a click add another action b select a type you can select from the following quick actions baseline , composite , insert child object , run for child , send email , and update object c select a the application lists the quick actions that are associated with the selected quick action type d click save click next to go to the next step in the setup process
