Bhavesh B
Kilo Sage

Hi @SNhydrone 

What you are referring to is Process Flow formatter.

Note: The configurations are different if you want to use it in Native UI or Workspace.

 

For Native UI: Follow below steps

  1. System UI -> Process Flow
  2. Create New
    1. Select the table for which you want to create the formatter (Note: For HRSD, each COE table, you will to have to configure a separate formatter)
    2. Select the state
    3. Order
    4. Configure the condition (e.g. State = Draft)
    5. Save
  3. Repeat step 2 for all the states that you want to display on the Process flow
  4. Now we will have bring formatter on the form.
    1. Open any case (Note: Case should belong to same COE for which formatter was configured)
    2. Configure -> Form layout
    3. Select “Process Flow” and bring it to the right side and to the top
    4. Ensure “Default” view is select
    5. Click on save

BhaveshBijagar_0-1748887011706.png

 

 

For configural workspace : Follow steps as mentioned here

Stepper Component in Configurable Workspaces

 

Please mark helpful and accept answer if it's worthy for you.

Best Regards

Bhavesh Bijagare