Process flow formatter display based

yandp
Tera Guru

Dear all, 

I want to create a process flow and it should displayed the step depending on value in the variable;

for example

Document type = 8D Document and state = open, the label show "New-Doc A"

 

yandp_1-1713526148642.png

 

Document type = Insurance and state = open, the label show "New-Doc B"

yandp_2-1713526272092.png

 

However, the steps are all displayed at same record, regardless of the document type.

yandp_0-1713525935221.png

 

Is there any way to do and meet the requirement?

Thank you very much.

1 REPLY 1

Sujatha V M
Kilo Patron
Kilo Patron

@yandp  Process flow formatter must be generic one which accommodates the process. If you adding it for specific catalog item its not a best practice as its applicable only for a specific item. Does that variable going to be used in all the catalog items?

 

Please try the below steps for implementation : 

 

1. Make sure you select "Show Related Fields" drop down

 

SujathaVM_0-1713774455466.png

 

2. Then select "Variables" from the drop down followed by "Select the Catalog item" or "Select the Variable"

SujathaVM_1-1713774548148.png

Please mark this as helpful and accept it as a solution if this resolves your query.

Thanks,

Sujatha V.M.

Please mark this as helpful and accept it as a solution if this resolves your query.
Sujatha V.M.