Add Lightning App Builder Components to Track Step Progress
Help users track the progress of therapy steps or substages (work procedure steps) and
tasks (care program enrollee work order steps) by adding the Work Procedure Step Progression and
Work Order Step Progression components to the Care Program Enrollee record page. These components
enable users to view completed, current, and upcoming tasks.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
User Permissions Needed
To configure the component:
Customize Application
From the App Launcher, find and select Care Program
Enrollees.
Select a care program enrollee record, click , and then click Edit Page.
In Lightning App Builder, from the Standard list of components, drag the Work Order
Step Progression component onto an editable part of the page. In the settings section,
select:
Allow optional tasks to enable the users to add optional
tasks to a step.
Show refresh button to show the refresh button in My
Tasks.
Show last refresh time to show the time when My Tasks was
last refreshed.
Disable ad hoc task creation to prevent users from creating
ad hoc tasks.
In Lightning App Builder, from the Standard list of components, drag the Work Procedure
Step Progression component onto an editable part of the page. In the settings section,
select:
Show refresh button to show the refresh button in the stage
progression section in the care program enrollee page.
Show last refresh time to show the time when the stage
progression section in the care program enrollee page was last refreshed.
Activate the page as Org Default, App
Default, or App, Record Type, and Profile depending
on your requirements.
Click Save.
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