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Each flow property setting is described below.

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The default value for Navigation is Navigation toolbar. When you configure the Navigation toolbar for your workflow, users will see the following:

  • The the name of the current step displays with a bright blue color. Note that the active step number is also circled in bright blue. Steps that have yet to be performed display with a faded light blue color.



  • Skipped steps display with a faded light blue color and steps that have already been performed display with a black color. For example the Expense Report workflow shown in the image, has four steps: Expenses, Reviewer, Supervisor and Accounting. The employee fills out the Expense report for an amount less than $5000.00. The flow is routed to a company reviewer and if approved, to Accounting for final processing. . If the amount of the expense had been greater than $5000.00 then the flow is routed to a Supervisor for an additional review before navigating to the Accounting department. The Supervisor step is skipped for Expense reports less than $5000.00. When the Accounting employee performs the task, here is what they will see:

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Imagine you are entering data into a large screenflow and something happens that causes you to navigate away from the flow.. you just lost all your work!. Checking the Save on Navigate property, saves the task to your Task List. Users can go to their Task List to retrieve the task and they will  be returned to the screen where they were when the browser was closed. For example, let's say you have a screenflow with steps A > B> C and the user closes the browser at screen B. When the user performs the task from the Task List, the flow will open up at step B.

Here is a short synopsis of when the current location is saved. Consider a flow with the following steps/roles: Role1(A → B → C) → Role2(D) → Role3(E):

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See Force Auth described in designing forms.

Accessible

Live Forms can be used to build accessible forms/flows that meet Section 508 and WCAG 2.0 accessibility standards. Check the Accessible property to turn on this feature. Refer to this documentation for the details.

Decorated

Decorated is checked by default when you create a new flow. If  you uncheck Decorated at the flow level, newly added controls in the forms of your flow will not have a decorator. Controls in the forms that already have decorators will retain them. The designer can select a decorator for each of the steps in a flow that will display on the navigation bar.

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