Select a stage renderer

In most cases, the default workflow-driven renderer should be used. If you have specific requirements for displaying stages, you can select a different stage renderer.

Before you begin

Consider the following when selecting a stage renderer:
  • Use the workflow-driven renderer if possible. This is the default renderer that should be used in most cases.
  • Use the legacy renderer only if your instance was upgraded from a release prior to Dublin and you want your workflow to maintain pre-Dublin behavior.

To use linear, main flow, or progress bar rendering, satisfy the following requirements.

Table 1. Linear and progress bar renderer requirements
Renderer Requirements
Linear
  • The parent workflow and all subflows must modify the same current record.
  • In the properties for all subflows, the Stage field value for all subflows must match that of the parent workflow.
  • The parent flow and all subflows must contain the same stages. Use a stage set to ensure the parent flow and all subflows have the same stages.
  • On the workflow canvas, each workflow needs only the stages used directly by that workflow. It is not necessary to add stages from subflows to activities on the parent flow, or stages from the parent flow to activities on the subflows.
Main flow
  • The workflow contains subflows.
  • You do not want or need to reveal the details about the subflows.
Progress bar
  • The workflow properties must have a Stage ordering value of User-defined
  • There must be workflow stages within the workflow.
  • Because stage names do not appear in a workflow field when using the progress bar renderer, you can simplify stage names to represent a percentage of the workflow. For example, if a process has four main steps, name the workflow stages as 25%, 50%, 75%, and 100%. Enter the numerical value of each stage, such as 25, in the Value and Order fields.

About this task

To select a stage renderer:

Procedure

  1. Navigate to Workflow > Workflow Editor.
  2. Open and check out the workflow.
  3. In the title bar, click the menu icon and select Properties.
  4. In the Workflow Properties dialog box, click the Stages tab.
  5. From the Stage rendering list, select a stage renderer.
    • If you are using two workflows to update two unique workflow fields on a single record, both workflows must use a non-legacy renderer. You can select a different stage renderer for each workflow but do not select Legacy for either one.
    • If you want to use the linear renderer, make sure you select Linear in the properties for the parent workflow and all subflows.
  6. Click Update.