Stage Node

Take it to the next stage.

Stage Name

This is the name of the stage.

This will be visible to end users and on the node within the workflow designer.

Internal Name

This is not editable.

This is our internal value we give this node. This will not be seen anywhere other than here. It is useful for techies who use APIs.

Node Colour

This is the stage colour. This is editable from a list of predefined options (this is to ensure we are WCAG AA compliant).

It will be visible to end users and on the node within the workflow designer.

Target Duration

This is so you can set an ideal length of this stage in days. This is a numerical value input.

This value is used to determine if a record is running overdue within the personal page features.

For example, if you set Target Duration = 7

After 7 days the record will become overdue.

If automation is enabled the record will move to the next stage after 7 days.

Visibility

There are three visibility states. This will change the record visibility on Discover and Personal pages to other users.

Visible (Default) - the record will be visible to all users with permissions to view.
Draft - the record will be visible to owners, process managers and admins only.
Hidden - the record will be visible to admins only.

Display Card

Here you can select which card will be used with this record in this stage. You can find out more information on card configuration here.

If you wish to maintain card appearance across the whole workflow, the same card must be selected at each stage.

Form

Here you can set which form this record uses in this stage. You can find out more information on form configuration here.

If you wish to maintain forms across the whole workflow, the same form must be selected at each stage.

Manage Form

Here you can manage the visibility of each field and table on the form when the record is in this stage. A powerful option if you want to trim form contents based on stages!

There are four field/table states:

Visible (Default) - this field/table will be visible to any users.
Required - This field/table will be required to have input by users.
Read-Only - this field/table cannot be edited by users.
Hidden - this field/table will not visible to any users.

Advanced Options

Read Only Override

If enabled, all form contents will be editable to Process Managers.

This will override any specific field/table behavior set in Manage Form.

Edit Access

Here you can define pools of users who can edit the record in this stage. There are two groups of users:

Owners
Editors

Editors

This is a editable list of specific users who can edit the record in this stage. This can be used to define users who are external to the owners or reviewers groups

Events

Here you can set events to occur when a record enters this stage. Here are the current events you can configure:

Create New Version

This will create a new version of the record. This will act like a snapshot which can be used for reference in future.

Prepopulate Data

This will allow you to set pre-populated data into any field or table for when a record enters this stage.

Configure - set and edit the prepopulated data.
Always Occur - This event will trigger every time the record enters this stage, not just the first time.
User Input Override - The configured prepopulated data will replace any user data from other stages.

If the form has consistent fields or tables. User data from previous stages will be overridden by prepopulated data if User Input Override is disabled.