Create a new stage set

You can create a new stage set by creating a stage set record and adding stage set entries manually.

About this task

Create a stage set record only when you want additional stages that are not available on the table by default.

Procedure

  1. Navigate to Workflow > Stage Sets.
  2. Click New.
  3. Enter a Name that indicates the purpose of the stage set.
    For example, you can create a Requested Item stage set to hold the stages commonly used by inventory tracking workflows or service catalog fulfillment workflows.
  4. Click Submit.
  5. Open the new stage set record.
  6. In the Stage Set Entries related list, click New.
    Each stage set entry can be used as the Stage for an activity in a workflow that uses this stage set.
  7. Enter a Name that indicates the stage name to appear in workflow fields.
  8. Enter a Value to use when referencing the entry, such as in a script.
  9. Click Submit.
  10. In the Stage Set Entries related list, ensure that each entry has a unique Order value.
    Enter a low value for stages that should appear early in the workflow and a higher value for later stages.
    Create stage set

What to do next

The stage set can be added to a workflow or assigned as the default stage set for workflows that are created for a specific table.