I am trying to configure Stepper in my custom workspace. Can anyone help me with the detailed steps.

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‎12-07-2023 10:15 PM
I am trying to configure Stepper in my custom workspace. Can anyone help me with the detailed steps.
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‎12-08-2023 12:35 AM
Hi @Chandrima Mukh2 ,
Below are the detailed steps:
Step 1: Create a New Workspace (If Not Already Created)
- Navigate to Service Portal > Service Portal Configuration.
- Create a new Service Portal or use an existing one.
Step 2: Create a New Page
- In the Service Portal record, go to the "Designer" tab.
- Create a new page or use an existing one.
Step 3: Add a Workspace
- Edit the page you created.
- Drag and drop the "Workspace" widget onto the page.
- Configure the Workspace widget:
- Workspace ID: Choose or create a new Workspace.
- Mode: Select "Catalog" or another mode based on your use case.
Step 4: Create a New Catalog Item
- Go to Service Catalog > Catalog Definitions.
- Create a new Catalog Item or use an existing one.
Step 5: Configure Stepper in the Catalog Item Form
- Open the Catalog Item record.
- Go to the "Form Layout" tab.
- Add a new section for the Stepper.
- Add a new "Stepper" widget to the section.
- Configure the Stepper widget:
- Stepper ID: Choose or create a new Stepper.
- View: Choose "Horizontal" or "Vertical" based on your preference.
Step 6: Add Steps to the Stepper
- In the Stepper record, go to the "Steps" related list.
- Add new steps based on your process.
- Configure each step, providing a name and linking it to the corresponding form or content.
Step 7: Configure Form Layouts for Each Step
- For each step in the Stepper, configure the associated form layout:
- Go to the "Form Layout" tab.
- Add sections and widgets as needed for each step.
Step 8: Test the Configuration
- Save your changes.
- Go back to the Service Portal page.
- Test the Stepper by navigating through the steps.
Step 9: Additional Configurations
- You may want to add additional widgets or scripts to enhance the functionality.
- Consider adding business rules, client scripts, or UI policies to control the behavior of the form based on user input.
Also, refer below link:
Thanks,
Ratnakar
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‎12-08-2023 12:55 AM