Configuring the QMS Change Related Object Lifecycle State Job Entry Action (QMS)

The QMS Change Related Object Lifecycle State Job entry action executes a no-limit asynchronous job to move child records forward when the parent record transitions to a specific state. The job is capable of handling large numbers of record changes.

The QMS Change Related Object Lifecycle State Job is only available for lifecycles configured on the Audit Program (audit_program__v) and Assessment (fmea_risk_assessment__v) objects in QMS Vaults.

How to Set Up the Action

The following section covers details that are specific to this entry action. For general information on configuring entry actions, see Configuring Object Lifecycles.

To configure this entry action:

  1. From Admin > Configuration > Object Lifecycles, open the lifecycle that applies to the parent Audit Program or Assessment object.
  2. Click into the lifecycle state that you want all parent records to be in when you change the related record state.
  3. Add the QMS Change Related Object Lifecycle State Job entry action.
  4. Select the Destination State on Error (Initiating Record). This is the state that Vault transitions the parent record into if there are any errors while moving child records to a new state.
  5. Select a child object from the Related Object dropdown.
  6. Select the destination state for child records from the Change State To dropdown.
  7. Optional: Select Conditions on related records to execute the validation rule only on related records that meet your specified condition.
  8. Optional: Add additional criteria by clicking Add action. If the rule is conditional, these criteria will share the same conditions.

Example Configuration

VeePharm configures the QMS Change Related Object Lifecycle State Job entry action for the Audit Program object. This entry action moves Proposed Audits into a specific state when the parent Audit Program transitions to the In Approval state.

VeePharm wants to modify the above configuration so that only Proposed Audits in Initiated state move forward. To configure this, the Admin selects the Conditions on related records checkbox, selects Include related records in the following lifecycle states from the Conditions dropdown, and selects Initiated from the Related Record’s State dropdown.