Process Flow Formatter Issues

[She Sull]

We've always experienced issues with our Process Flow Formatter. Specifically, the way it should work (according to the Wiki) is that the stages selected in the Condition Builder when creating a Formatter are the stages that should be highlighted on the Process Flow Formatter attached on the form. This is not consistent for us. For instance, if have the following stages:

• On Hold
• Review
• Approval
• Closed

And we select the Approval stage, the formatter should highlight On Hold, Review, and Approval. In order to do this the Condition Builder wants us to select On Hold, Review, and Approval. However, when I want the stage to be Closed with all stages highlighted (indicating the other stages are complete) you would think the Condition Builder would want you to select all of the stages. But, when we do this the results are not consistent, it will only highlight the Closed stage. This is very frustrating and just wondering if anyone else has had issues with this and if so if you have any advice on how to resolve it.

[Mark Stanger · Accepted solution]

I think the frustration might just be based on the way you're interpreting the design.   The process flow formatter is intended to show the current state of the ticket or process.   What you're trying to do is have each item in the flow highlighted and remain highlighted when it's completed.   Something that is completed is just whatever is to the left of the highlighted item(s).   It's not intended to be something where all of the flow sections are highlighted when you're done, it's just the current state that is highlighted once everything is complete.

Having said that, it should still work but the way you're designing it is probably leading to conflicting conditions which results in unpredictable behavior.