Salesforce flow active stages. If you’re tracking stages in your flow, d...
Salesforce flow active stages. If you’re tracking stages in your flow, display them at runtime by creating a custom component that wraps a progress indicator with the lightning:flow component. Whether you’re designing a multi-step onboarding process or a customer service form, this feature enhances user experience by clearly showing where users are in the Mar 1, 2025 · Make sure to check Active by default. Create a progress indicator component that displays the flow’s active stages and current stage, and make sure that it’s available for flow screens. May 14, 2025 · Learn how to add progress indicators to Salesforce Screen Flows and streamline user navigation for a better experience. Create Flow Stages After you plan the stages for each path of your flow, configure the stages so that they show up in a progress indicator on your flow’s screen elements that your users can see. Display Flow Stages with a Progress Indicator on the Flow Screen If you track stages in your flow, display them at runtime by adding a custom component to the flow’s screens. Required Editions Stage Resource Stages represent the steps in your flow. Jan 15, 2025 · A progress path is a visual representation used in forms, applications, and workflows to indicate the current stage of completion and guide users through the steps or stages involved in a process. For example, if you have a Decision element in your flow and you want the user to go through different stages depending on the decision outcomes, include all stages This Online Purchase flow shows visitors all active stages and the current stage so that they know what to expect throughout this flow. Stage Resource Stages represent the steps in your flow. Salesforce Help Loading Sorry to interrupt CSS Error Refresh. Show Stages in a Progress Indicator After you create your stages and enable a progress indicator in your flow, it’s time to get them to work together. Jul 12, 2022 · Set up Salesforce flow stages by installing a package and setting up the stages in your flow. It typically appears as a series of steps or markers that highlight the user’s journey from the beginning to the end of a multi-step process. 16th Global Edition by Kotler, Keller, Chernev. Learn how to efficiently organize process steps into stages and build flows for seamless workflow orchestration. Consider what stages you want to appear in the progress indicator and when. Or you can get more advanced and add or remove the stages Display Flow Stages with a Progress Indicator on the Flow Screen If you track stages in your flow, display them at runtime by adding a custom component to the flow’s screens. Determine the Possible Flow Stages Figure out all the stages that the running user can go through while running the flow, accounting for all flow paths. Achieve process efficiency today! Comprehensive guide to marketing management covering strategy, planning, and market analysis. Achieve process efficiency today! To pass the flow’s active stages and current stage to the progress indicator, use the lightning:flow component's onstatuschange action. Learn how to indicate progress in a Flow screen. Required Editions Learn how to efficiently organize process steps into stages and build flows for seamless workflow orchestration. This checkbox is optional in the UI, but this is the critical step that will let each Stage display in the progress indicator. Mar 7, 2025 · Navigating complex screen flows in Salesforce just got easier! With the introduction of built-in progress indicators, you can now visually guide users through each stage of a flow without writing a single line of custom code. This Online Purchase flow shows visitors all active stages and the current stage so that they know what to expect throughout this flow. To pass the flow’s active stages and current stage to the progress indicator, use the lightning:flow component's onstatuschange action. You can keep it simple and use the standard functionality to show the same progress indicator stages throughout your flow, and set the highlighted current stage on each screen element. Use the progress indicator to display the flow’s active stages and current stage, and use the lightning:flow component to display the flow’s screens. We would like to show you a description here but the site won’t allow us. To keep users informed about which stage they’re in and how far they’ve progressed in a flow, you can create stage resources and use a progress indicator.
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