Add change state tutorial: create new process flow record

You must create and add a new process flow record for the new Complete state in order to display the state on the process flow formatter at the top of the Change Request form.

Before you begin

Role required: admin

About this task

To create and add a new process flow record for the new Complete state:

Procedure

  1. Navigate to System UI > Process Flow.
  2. Search for records where the Table is Change Request.
  3. Open the Normal Change – Implement state existing default record.
  4. Right click on the form header and select the Insert and Stay option to create a duplicate record.
  5. Modify the following fields with new values.
    Field Values
    Name Enter Normal Change – Complete State.
    Label Enter Complete.
    Order Enter 550.
    Condition Enter State is Complete.