Progress Component Settings

To access Progress Component Settings go to "Actions" menu in Process Builder and select "Open Process Settings" menu item. Then navigate to Progress Component Settings tab (1) of popup appeared:

Component Type

The Progress Bar component can have following types:

  • Summarized view displays steps from all branches in the process in one line - allowing to switch between the steps. This view is default. Completed steps will be shown first, then active and then future:

For processes that can have more than one step in progress (with more than one branch) step that is currently selected to view/interact, is outlined (2) ( available in version 5.0 )

  • Standard view displays branches separately with an option to switch between them (3):
  • Sequential view ( available in version 5.0 ) displays steps from all branches in the process in one line (4) in order which was set in the steps tree (5) in the process builder:
Keep History on Restart

Turn on checkbox "Keep History on Restart" (6) to make history of steps status changes be saved and available after process instance restart:

Load Connected Instances

"Load Connected Instances" picklist (7) allows to select type of auto-opening progress bars of sub-processes and connected instances under parent process progress bar:

Step Filters

"Past Step Filters" (8) and "Future Step Filters" (9) controls allow hide steps and connectors of selected type from progress bar:

Enable Actual Dates

Enable actual dates (10) feature provides an option to set start/end dates when proceeding the step:

Enable Comments

'Enable Comments' setting provides an option for user to add comment when proceeding the step.

Standard Buttons Settings

Here one can change color of Proceed, Approve and Reject standard buttons, and to replace proceed behavior with one of suggested handlers. One is to choose from following handler types:

  • Form
  • Action
  • Action Group

    NOTE: By default, following parameters are passed to custom button handlers: cursor id, flow instance id, process id. Also, you can pass custom parameters too (click button 12 to see parameters list 13):

Click button (14) to see field and formula builder (15):

NOTE: After redefining proceed behavior, one has to implement proceed logic so that handlers could proceed process steps. This can be achieved using WorkflowProceedService.

Below is example of Global Action setup that can be used for steps proceed:

Custom Buttons

Custom buttons setup adds custom buttons to workflow progress component menu (arrow button at the right side, Process Instance Menu (23) in this article). To be usable they should have click handlers. Handlers (16) can be of following types:

  • Form - opens Work Relay form (available from version 5.0 form can be for any Data Source Object)
  • Action - executes global action
  • Action Group - executes global action group
  • Visualfoce page - redirects to Visualforce page
  • Lightning Component - opens Lightning component
  • URL - redirects to specified URL

When creating 'Form' type custom button user has to choose mode the form will be opened in. 'Account and Cases' button on the screenshot above will open 'Account & Case Form' form in edit mode.

By default, following parametes are passed to custom button handlers:  Process instance cursor id, Process instance id, Object id.

For "Form" handlers type both default and custom parameters can be accessed via form's $FormParameters context object (e.g., {$FormParameters.myParameter1}), for "Action" and "Action Group" handlers parameters can be accessed via $Variables context object (e.g., {$Variables.cursor}). https://w-r.screenstepslive.com/s/12930/m/64199/l/1485339-progress-component-overview#menus-and-buttons

User can choose who will see custom button in "Access" picklist (17). It contains the following options where "Managers" are WorkRelay process managers, "Admins" are Work Relay process admins and "Assignee" is/are cursor assignee(s):

"Visibility" picklist (18) contains different options for custom button visibility:

Additional Access

Here one can provide ids of users/roles/profiles who should be able to proceed process steps, whether they are step assignees or not. Additionally user can easy set access for Process Manager(s) and Instance Manager(s) separately with checkboxes (19):

Multiple IDs should be separated with comma.

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