Enable progress bar for requests

Available in 24.3 and later versions

To help users better understand how far they have progressed and how far they need to go through request workflows, you can enable the progress bar for requests by configuring the request workflows.

To enable the progress bar by configuring request workflow:

1. From the menu bar, click Open > Administration > Manage Workflows.

2. Select the workflow that controls the requests where you want to enable the progress bar. The Workflow Settings page opens and lists all steps in the workflow.

3. Locate the steps that you think are critical to the requests and do the following for each step:

   • In the Key Step column, select Yes.

     Note:  

     • Steps from a subworkflow cannot be marked as key steps.
     • Only steps marked as key steps are shown in the progress bar. If no workflow steps are marked as key steps, the workflow progress is not displayed.
     • The current step, which changes dynamically as a request proceeds, is not necessarily always displayed in the progress bar, depending on whether it is set as a key step. If it is set as a key step, it is highlighted in the progress bar.

   • If you want to use another name for the step in the progress bar, enter the new name in the Key Step Name column. If you leave this column empty,the workflow step name is used.