Create a process flow record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Create and add a process flow record for the Complete state. The process flow formatter displays at the top of the Change Request form.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System UI > Process Flow.
    2. Open the Normal Change – Implement state record.
    3. Open the form context menu and click Insert and Stay to create a duplicate record.
    4. Modify the following fields with new values.
      Field Values
      Name Normal Change – Complete State
      Label Complete
      Order 550
      Condition [State] [is] [Complete]
      Process flow
    5. Click Update.