Process steps control – skybow Portal

Table of contents

Configuration
Steps states
Steps customization
Styling

Process steps control on Modern Forms allows you to visualize your own linear process with text, icons and descriptions based on specified Choice column.

Configuration

Process steps control can be added from the "Add" button on the form.

When you add this control to the form, the Process steps configuration panel opens with the first selected Choice column and predefined steps based on its values. If you select another column, all steps will be re-created.

Note1: Only single choice column is supported to use in this control.
Note2: When you click on Ok button in the panel you can't change Choice column.

There are proposed layouts you can choose from to display your process. Further, you can customize each step using styling.

Steps states

In the Process steps control, there are 3 states of steps depend on choice value and order of steps:

Passed: Step is passed if it placed before the step in active state
Active: Step is active if the configured choice value of the step equals to the choice column value of the item
Unpassed: Step is unpassed if it placed after the step in active state

Steps customization

When you add a new step or edit existing one you have the following fields:

Display name: the name of the step on the form.
Description: description to the step.
Display description on active state only: description will be visible if step is in active state.
Choice value: value from the Choice column.
Visible Expression: expression to handle step visibility (evaluated value should return true or false).
Presentation
- Numbers: all states will be with numbers.
- Icons: configure icon for each state.