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06-02-2025 10:58 AM
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
- System UI -> Process Flow
- Create New
- 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)
- Select the state
- Order
- Configure the condition (e.g. State = Draft)
- Save
- Repeat step 2 for all the states that you want to display on the Process flow
- Now we will have bring formatter on the form.
- Open any case (Note: Case should belong to same COE for which formatter was configured)
- Configure -> Form layout
- Select “Process Flow” and bring it to the right side and to the top
- Ensure “Default” view is select
- Click on save
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