Process Step Settings: Notifications/Progress Component Settings

Along with customizing progress component for the whole process, user can modify it on the step level as well.

Click process step on the canvas(1). Expand "Notifications / Progress Component Settings" (2).

Chatter, Dates and Comments settings

To use chatter notifications make sure Chatter is enabled on in your organization

Each of the step level setting above have following options:

Use Process Settings - process step will behave according to the process level settings.

No - disables feature for the step even if it is enabled on the process level.

Yes - enables feature for the step even if it is disabled on the process level.

Buttons configuration

Additional Access

Here user can specify users/roles/profiles who should be able to mange process steps, whether they are step assignees or not.

Each of access type setting above have following options:

Use Process Settings - access rules will inherit the process level settings.

Use Default Settings - access to step will be the same as set to process by default.

Use Custom-Settings - access can be granted to different users/roles/profiles (11) in the popup appeared.

All Can Access.

Access types are:

  • Activate/Deactivate - grants permission to activate/deactivate a process instance and displays proper item in process instance menu (12) at Progress Component
  • Change Assignee - grants permission to change assignee on step where user is not an assignee or manager
  • Change Step - grants permission to change active step
  • Make Unique - grants permission to make unique process instance (clone current process and automatically create an instance started on the same record) and displays proper item in process instance menu (13) at Progress Component
  • Proceed Step - grants permission to proceed/approve/reject tasks and enables proper buttons at Progress Component, Task manager, Planning Dashboard  and Progress Dashboard
  • Restart Branch - grants permission to restart branch and and displays proper item in process instance menu (14) at Progress Component
  • Restart Workflow - grants permission to restart the whole process instance and and displays proper item in process instance menu (15) at Progress Component
  • Update Pending Status - grants permission to make system try to update statuses of pending steps manually and enables proper buttons at Progress Component and Task Manager

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