The Progress Bar component can be set to the following types:

• Standard - Displays branches separately with an option to switch between them:

• Summarized (Default) - Displays steps from all branches in the process in one line - allowing the user to switch between the steps. Completed steps will be shown first, then active, and then future:

• Sequential - displays steps from all branches in the Process in one line, in the order defined in the steps grid in the Process Designer.

Allows the user to define the Start Date and End Date when proceeding the Step.

Allows the user to add Comment when proceeding the Step. The Comment will be visible in the Process Instance History.

When turned on, the History of steps status changes will be retained and available after a Process Instance is restarted

Turn this on to to make process instance have already added timelogs  stored for time calculation needs. Uncheck it if you have no need in timelogs reported for previous iterations.

This option works when "Change step" and "Restart branch" features are used too.

If turn it on, tasks and issues, that were added for some step, will be displayed in the workflow line like other steps - active or completed. This can be useful for process managers or assignees and will behave like additional steps.

When this toggler is turned on, there will be a picklist with options that filter issues displayed:

Defines whether progress bars of sub-processes and connected instances should be Manually or Automatically opened under the parent process progress bar.

Defines a feed that will be shown by default in the "Feed" subtab on Instance details:

"Past Step Filters" and "Future Step Filters" define which Steps will be hidden in the progress bar. Move necessary filters to "Selected" sections to have them applied.

This feature allows to select separate layout for the process to display when the whole instance is completed. This layout can only be a Form, and it is specified like step layout of proper type.

Click "Settings" button (gear icon) to display Layout Settings popup:

Select a form, set form mode and specify parameters, if necessary (ID of record which instance has been started at will be passed to form automatically):

Click "Apply" to apply layout settings.

The color of the Proceed, Approve, and Reject standard buttons may be overridden here by selecting proper value in the picklist in "Color" column.

Buttons behavior may be overridden here by selecting a Before Handler in the proper column. The following Handler types are available:

• Form
• Action
• Action Group

Custom Parameters may be defined too and will be passed to the button handler:

Custom buttons may be added to the Workflow Progress Component menu (arrow button at the right side, Process Instance Menu in this article). These buttons must have click handlers. Handlers can have following types:

• Form - Opens a Work-Relay form (which can be for any Data Source Object). If selected, the Form Layout Mode must also be defined
• Action - Executes a Global Action
• Action Group - Executes a Global Action Group
• Visualfoce Page - Redirects to a Visualforce page
• Lightning Component - Opens a Lightning Component
• URL - Redirects to the specified URL

By default, the following parameters are passed to custom button handlers:  Process Instance Cursor ID, Process Instance ID, Object ID.

For "Form" handler types, both the default and custom parameters can be accessed via the Form's $FormParameters context object (e.g., {$FormParameters.myParameter1}).

For "Action" and "Action Group" handlers, the parameters can be accessed via the $Variables context object (e.g., {$Variables.cursor}).

Custom parameters are set in the proper popup. Click "Settings" button ("gear" icon") to call it:

The "Access" picklist defines which users will be able to view the custom button.

The following options are available:

• "Managers" are Work-Relay Process Managers.
• "Admins" are Work-Relay Process Admins.
• "Assignee" is the cursor assignee.

The "Visibility" picklist contains different options for custom button visibility:

In this table, access to perform additional actions can be provided to users/roles/profiles, whether they are step assignees or not, by selecting them in the proper field. Access can be granted to Process Manager(s) and Instance Manager(s) separately with the appropriate checkboxes:

Entities for additional access can be selected together:

These settings are active by default for Process and Instance Managers:

• Create Issue/Task
• Create Work Logs

Click "Save" button to apply changes or "Cancel"  to discard them.

The Progress Bar component can be set to the following types:

• Summarized (Default) - Displays steps from all branches in the process in one line - allowing the user to switch between the steps. Completed steps will be shown first, then active, and then future:

• Standard - Displays branches separately with an option to switch between them.

• Sequential ( available from version 5.0 ) - Displays steps from all branches in the Process in one line, in the order defined in the steps grid in the Process Designer.

When checked, the History of steps status changes will be retained and available after a Process Instance is restarted.

From the version 8.4 there is "Keep Timelogs on Restart" feature available. Check this checkbox to make process instance have already added timelogs  stored for time calculation needs. Uncheck it if you have no need in timelogs reported for previous iterations.

This option works when "Change step" and "Restart branch" features are used too.

From the version 8.4 there is "Show Issues" checkbox available. If check it, tasks and issues, added for some step, will be displayed in the workflow line like other steps - in progress or completed. This can be useful for process managers or assignees and will behave like additional steps.

When this checkbox is shown, there a picklist will be displayed with options that filter issues displayed:

Defines whether progress bars of sub-processes and connected instances should be Manually or Automatically opened under the parent process progress bar.

"Past Step Filters" and "Future Step Filters" define which Steps will be hidden in the progress bar.

Allows the user to define the Start Date and End Date when proceeding the Step.

Allows the user to add Comment when proceeding the Step. The Comment will be visible in the Process Instance History.

The color of the Proceed, Approve, and Reject standard buttons may be overridden here by selecting proper value in the picklist in "Color" column.

Buttons behavior may be overridden here by selecting a Before Handler in the proper column. The following Handler types are available:

• Form
• Action
• Action Group
  
  Also, you can pass custom parameters too (click ">>" button to see parameters list):

Custom Parameters may be defined and will be passed to the button handler.

Click the ">>" button  to open the formula builder:

Custom buttons may be added to the Workflow Progress Component menu (arrow button at the right side, Process Instance Menu in this article). These buttons must have click handlers. Handlers can have following types:

• Form - Opens a Work-Relay form (available from version 5.0, the form can be for any Data Source Object). If selected, the Form Layout Mode must also be defined.
• Action - Executes a Global Action
• Action Group - Executes a Global Action Group
• Visualfoce Page - Redirects to a Visualforce page
• Lightning Component - Opens a Lightning Component
• URL - Redirects to the specified URL

By default, the following Parameters are passed to custom button handlers:  Process Instance Cursor ID, Process Instance ID, Object ID.

For "Form" handler types, both the default and custom parameters can be accessed via the Form's $FormParameters context object (e.g., {$FormParameters.myParameter1}).

For "Action" and "Action Group" handlers, the parameters can be accessed via the $Variables context object (e.g., {$Variables.cursor}).

The "Access" picklist defines which users will be able to view the custom button. The following options are available. ("Managers" are Work-Relay Process Managers. "Admins" are Work-Relay Process Admins. "Assignee" is the cursor assignee):

The "Visibility" picklist contains different options for custom button visibility:

In this table, access to perform additional actions can be provided to users/roles/profiles, whether they are step assignees or not, by entering the Salesforce Record IDs for the desired entity. Access can be granted to Process Manager(s) and Instance Manager(s) separately with the appropriate checkboxes:

From version 8.2 , the following Additional Access settings are available:

• Create Issue/Task
• Create Work Logs

These settings are active by default for Process and Instance Managers.

Click "Save" button to apply changes or "Cancel"  to discard them.