Planning the Stages of Your Flow

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. Consider what stages you want to appear in the progress indicator and when.

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 for every decision outcome.

Determine the Order to Show the Stages

Standard progress indicators show the active flow stages in the order that you set them in on each stage resource. If you have different stages depending on what path the user takes in your flow, order the stages in the correct order, no matter what path the flow takes. The order numbering can be nonsequential as long as it’s in ascending order as you go through the flow. For example, one flow path can have this stage order: 1, 2, 3, 7. And the other flow path can have this order: 1, 4, 5, 6, 7.

Identify Which Stages Are Active by Default

Standard progress indicators and most custom progress indicators show all active flow stages.

If your screen flow is simple with one path, set all your stages to Active by default and order the stages in sequential order. For example, 1, 2, 3, 4, 5.

If your screen flow has multiple paths, plan for when you want specific stages to be active and show up in the progress indicator. Also, plan for when you want specific stages to be removed from the progress indicator. If you don’t want a stage to show up in the progress indicator when the flow starts, don’t set it to active by default.

For the next step in the stage and progress indicator set up process, see Create Flow Stages.