About Cycle Definitions

What is a Cycle Definition?

Cycle Definitions are what allow you to track how much time a record spends between each step in a pre-defined process.

For example, you might have a contract approval process with the following steps:

• Creating a contract request
• Drafting the contract
• Negotiating the contract
• Sending the contract for e-signatures from approvers
• Receiving all e-signatures required and the contract is now active

The first cycle definition you can create for this contract approval process is to track how many business hours it takes for a document to move from the first "Creating a contract request" step to the "Drafting the contract" step, and would include these selections:

This example cycle definition uses the Contract Agreement object, but you can configure other objects for Cycle Time Reporting using the Cycle Time Reporting Automatic Configurator. 

You can create as many additional cycle definitions as you need for your process. If you would like to use this example contract approval process with pre-made default cycle definitions for each step, see Creating Default Cycle Definitions. If you would like to create your own custom cycle definitions, see Creating Custom Cycle Definitions.