Workflow | Workflow Progress | Display Workflow Status on a form. This option is available if you have Status Action buttons set up on your form. Click here for more details. |
Show Workflow Configuration | Click here for more information about Workflow Configuration. |
Workflow Progress Bar
iTWO cx has added the ability to display a Workflow Progress bar on forms to help you easily track and identify where a form is in relation to your business process and see what steps have been completed and are coming up.
You can add the progress bar from the Form Type configuration page by setting it to Always Display under Workflow section
The Workflow Progress can be displayed using two methods:
- Statuses
- Status Categories
If you opt to use Statuses, the order will be based on the Status configuration
If Status Categories are used, you can customise the order by reordering the categories through drag and drop. Click here for information regarding status categories.
You can also exclude certain categories that you do not wish to include in the Progress Bar.
Draft, Cancelled Statuses are excluded from the Progress Bar |
If a Form is in an excluded Status Category, the Progress Bar will revert to its default mode |
If a Status or Status Category is skipped in the forms progress, it will be marked as completed. |
Workflow Configuration
You can select if user must select a workflow when creating the form. You can also create workflows for your form here.
An example of a workflow:
