About the Feature
Support for the Signal Workbench was added to Vault Signal in 22R2. This feature allows you to monitor tracked Product-Event records using filters and stratification that are accompanied by visual diagrams.
Once you have completed the configuration steps on this page, see Use the Signal Workbench to learn about the different components on the Workbench page and how to use them.
Create the Open Workbench Action
Perform the following configuration to create the Open Workbench action:
- Go to Admin > Configuration > Objects > Product-Event.
- In the Actions tab, create an Open Workbench action using the following information:
- Label: Open Workbench
- Status: Active
- Name:
open_workbench__c - Leave Available in All Lifecycle States unselected so that you can assign the Open Workbench action to a specific lifecycle state or user role.
Update the Signal Permission Set
Perform the following configuration to grant permissions to the Product-Event object and Workbench page.
- Go to Users & Groups > Permission Sets > [permission set].
- In the Objects tab, make sure the Product-Event object has at least Edit permissions.
- In the Pages tab, enable View permissions for the Signal Workbench and Workbench Summary pages.
Update the Product-Event Lifecycle with the Open Workbench Action
Perform the following configuration to add the Open Workbench action to applicable lifecycle states and configure atomic security for this action:
- Go to Configuration > Object Lifecycles > Product-Event Lifecycle.
- Select the lifecycle state(s) to which you want to add the Open Workbench action.
- Add a new User Action using the following image:
Add Open Workbench User Action to Product-Event Lifecycle State - In the Atomic Security: Actions section, update the atomic security for the Open Workbench action to Execute.
