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.
  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 form configuration slushbucket.
    Active Select the check box to ensure that 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. This description does not appear on the actual formatter.
  4. Repeat as necessary for each stage.