Step based flow stages with meaning
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10-26-2023 11:17 PM - edited 10-29-2023 10:10 PM
Does anyone know of a way to get useful stage information showing to the user when using the OOTB Step Based Flow?
Whilst it is nice and easy to create a catalog Item and add multiple approvals and tasks, it doesn't update the requestor at all as to what stages their request needs to go through (ie: manager approval, security approval, HR approval, fulfillment task to add part A followed by another fulfillment task to provide part B etc) and certainly doesn't update the requestor at all as each approval or task is requested and completed.
All it gives is -
- Service fulfillment process
- Closed Incomplete
- Completed
Not very helpful when the catalog item has more than 1 step really.
Anyone got an idea/solution other than creating a seperate flow for each catalog item?
Anyone at all?
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Wednesday
The Australia release introduced the ability to add custom stages within the catalog builder fulfillment section. Make sure the Step Based Request Fulfillment flow base flow step has "show subflow stages" enabled. These custom stages display for the end users in employee center but do not show up in lists where stage is shown in either workspaces or the now experience. Also, the custom stages display and show completed regardless of whether they only contain conditional steps.
From my use so far, the custom stages added through catalog builder are useful for communicating stages to end users, but not agents and only for simple, linear workflows where the stages are not expected to be conditionally visible.