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Stage Management
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            View Record Stage Progress with Stage Management

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            View Record Stage Progress with Stage Management

            Add the Record Stage Overview Lightning Component to your record page or Experience Cloud Site to make it available to your external users. The component gives your users a comprehensive view of the business process stages and the tasks to be performed. Control who can view steps in the Record Stage Overview component by using permission sets and standard sharing rules.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance Cloud, Life Sciences Cloud, and Manufacturing Cloud. View edition availability.
            User Permissions Needed
            To add the Record Stage Overview lightning component to the record page: Stage Management Design User
            To view the Record Stage Overview component on the record page: Stage Management User
            To control who can view steps or tasks in Record Stage Overview component: Record Stage Overview Standard Access

            Gain granular control over user visibility within the Record Stage Overview component, so users see only the steps and tasks relevant to their role. View steps that are automatically sorted by the most recent stage transition. Maintain a clear audit trail of every stage transition that shows details about the previous stage and the date of change.

            1. From the object management settings for the reference object, go to Lightning Record Pages.
            2. Select the record page. For example, Application Form.
            3. Click Edit.
            4. On the Components tab, locate the Record Stage Overview component and drag it onto the record page canvas.
            5. Save your changes, and then activate the page, if necessary.
              The Record Stage Overview component shows an overview of the stages and the steps to be performed at each stage of the business process.

            Your users can expand and collapse steps for a more focused view. Get at-a-glance status overviews with color-coding to indicate the status of each step.

             
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