Stepper component in the Overview tab of the records

Release version: Zurich

Updated July 31, 2025

1 minute to read

The stepper component on the Overview tab shows the progression of the states for the record.

The numerical value of the current state of the record is highlighted in the stepper component for reference as shown in the example.

Highlighted state in the stepper component.

A typical record moves through progression of these states:

Draft
In review
Returned
Pending approval
Approved
Archived

If a record requires further updates and it is rejected by its approver, it is set to the Returned state by the application. When the record owner updates the details of the record, it follows the approval workflow again.