Add a process flow formatter

About this task

To add a process flow formatter, complete these tasks.

Procedure

  1. Create a process flow formatter.
  2. Attach the process flow formatter to the form.

Create a process flow formatter

You can create a process flow formatter stage.

Before you begin

Role required: admin

Procedure

  1. Navigate to System UI > Process Flow.
  2. Click New.
    The Flow Formatter form
  3. Complete the form, as appropriate.
    Field Description
    Table Select a table for this process flow formatter.
    Name Enter a name to identify the formatter.
    Label Enter the name to be displayed in the Personalize Form Layout slushbucket.
    Active Select the check box to ensure the formatter stage is active. When the check box is cleared, the formatter stage does not appear in the flow display.
    Order Enter a number to indicate where in the process flow the formatter will be displayed. Formatters are arranged with the lowest number on the left and the highest number on the right.
    Condition Use the condition builder to set the conditions under which the formatter is highlighted as current. Any field available in the condition builder, such as SLA or Impact, can be used to trigger a process flow stage.
    Description Describe the process flow formatter stage in this HTML field.
  4. Repeat as necessary for each stage.

Attach the process flow formatter to the form

After creating the formatter, attach it to the form.

Before you begin

Role required: personalize_form

Procedure

Configure the appropriate form to attach the new formatter.
Add the formatter to the form