To configure this feature:

1. Ensure Configuring Events Management is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_event_rule__v	CRED	stage_settings__v	n/a	n/a
   em_event__v	CRED	All Applicable Object Types	stage__v stage_settings__v	Edit
   em_event_history__v	CRED	stage_history__v	starting_stage__v ending_stage__v	Edit
   em_stage_configuration__v	CRED	stage_configuration__v	All Fields	Edit

To configure this feature:

1. Ensure Configuring Events Management is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_event_rule__v	R	stage_settings__v	n/a	n/a
   em_event_history__v	R	stage_history__v	starting_stage__v ending_stage__v	Read
   em_event__v	CRE	All Applicable Object Types	stage__v stage_settings__v	Edit
   em_stage_configuration__v	R	stage_configuration__v	All Fields	Read

Lifecycle stage mappings are determined by an em_event_rule__v record associated with the event. This record determines displayed lifecycle stages and the event statuses mapped to each stage. Once at least two lifecycle stages are defined, the lifecycle component displays on new events. If a stage is not applicable to your organization’s event workflow, it can be excluded.

Lifecycle stages display in a preset order. Stages can be relabeled, but custom values are not supported.

To define lifecycle stages:

1. Navigate to Events Management > Event Configurations and select the appropriate em_event_configuration__v record.
2. Select New in the Event Rules related list.

3. Select Stage Settings for the object type.

4. Select Continue.
5. Select Save.
6. Navigate to the Event Stage Configuration section of the event rule.
7. Select + Create.

8. Populate the stage__v field. Available values are:

   • Requested
   • Pending Approval
   • Approved
   • Execute
   • Completed
   • Closed

9. Populate the statuses__v field with a comma delimited list of the appropriate values from the em_event_status__v picklist on the em_event__v object. For example, requested__v,draft__v.

   The closed__v, canceled__v, and canceled_processed__v statuses must be mapped to the Closed stage.

10. Select Save.

11. Repeat this process for all desired lifecycle stages.

    

When an event is created, the stage_setting__v and stage__v fields on em_event__v stamp based on the configured em_event_rule__v records.

Existing events may display these fields as blank. To display the lifecycle stages in these events, update existing events to populate these fields.

The highlighted lifecycle stage is determined by the Event Lifecycle Stage mapped to the event’s em_event_status__v field. When the user updates the event status, for example, when the user submits the event for approval, the lifecycle stage updates accordingly.

Whenever an event changes lifecycle stages, an event_stage_history__v type em_event_history__v record is created to track the change.