Workflow Progress Bar

Owned by Rebecca David
Last updated: Oct 05, 2023
2 min read

RIB 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. Click here for information regarding Status setup.

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.