Process Step Layouts
- Open Process builder. Click on process step (1).
- Expand "User Interface" section (2) of Step Settings.
- Choose step layout type (3).
While setting up layout for the process step user can choose one of the following layout types:
- Standard (default)
- Work Relay Form
- VisualForce Page
- Lightning Component
Standard layout displays details for Data Source object record process has been started at.
Layout Modes:
- Edit - user can edit record details. Note: this mode is available starting from WR version 5.0
- View - user can only see record details in read-only mode.
Choose layout mode, select form (4) to be displayed as step layout and pass parameters (5) if needed.
Layout Modes:
- Edit - user can edit form data.
- View - user can only see form in read-only mode.
- Dynamic - displays form in 'View' or 'Edit' mode depending on user permissions granted. Step assignee and process admin will see form in 'Edit' mode, 'View' mode will be used for all other users. Note: this mode is available starting from WR version 5.0 .
Layout Parameters:
Click "edit" link (5) to open configuration popup (6). Set parameter(s) name and value to pass to the form:
Parameters can be accessed on the form using {$FormParameters} context object. The parameter from the screenshot above will be available as {$FormParameters.startDate} merge field.
Starting with WR 4.1 process variables can be accessed in form builder using {$Variables} context object. For example, process variable named 'endDate' will be available on the form via {$Variables.endDate}.
Note: by default following parameters are available on the form tied to the process:
- {$FormParameters.taskId} - id of the current cursor
- {$FormParameters.formId} - id of the form
- {$FormParameters.id} - id of the context record.
Choose VisualForce page (7) to be displayed as step layout and pass parameters if needed:
Click "edit" (8) to open to open configuration popup (9). Set parameter(s) name and value to pass to VF Page:
Parameter on the screenshot above passes flow instance start date value to the VisualForce Page.
Note: by default context record id is passed to the VisualForce page as 'id' parameter. So if process context record is Account, Account Id will be available on the VF Page as {!$CurrentPage.parameters.id} merge field by default.
Available starting WR 4.0 .
Choose Lightning Component (10) to be displayed as step layout and pass parameters if needed (11):
Parameter on the screenshot below sets value of showPopUp component global attribute:
NOTES:
- To use lightning component as step layout it's access type should be set to Global. All required component attributes should be also global.
- Currently only String parameters can be passed as component parameters.
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