Progress Component: General

This tab contains a set of fields related to current active step and, optionally, to record.

By default, the following fields are shown for step:

  • Task Title - step name (1)
  • Process Version Name - link (2) to proper process details page (has sense when Progress Component is integrated into some other page)
  • Description - contains step description (3)

Steps with "In progress" status also have the following fields:

  • Start Date - date and time when step has been made active (4)
  • Due Date - date and time when step has been planned to finish (5). Available for instances that have planned dates (have been saved at the Gantt chart)
  • Status - step status (6).

When step has a "Pending" status, these fields are shown instead:

  • Status Reason - contains a brief reason (7) why current step is pending
  • Duration - shows (8) how much time step is planned to take. Available only for instances that have planned dates

Also, the step can have some Object Record fields (9) shown. These fields contain information from the Object Record which current instance has been started on. These fields should be set at the "User Interface" section of Step Settings at the Process Builder as Highlighted fields (10):

The order which Highlighted fields are shown in, corresponds to order they are set in the Step Settings.

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