Adding an entry point to the navigation path of a flow

You can designate a shape in a flow as an entry point that is displayed in the navigation path at run time. By providing a visual representation of the flow progression in a case, users can quickly revisit a step or jump to a different step in the flow.

  1. Open a flow by searching for it or by using the Application Explorer. For more information, see Finding rules by class.
  2. On the Diagram tab, double-click a shape in the flow diagram.
  3. Select the Enable navigation link check box to identify the shape as an entry point. If an assignment is preceded by a utility that is an entry point, do not select this option for the assignment because the utility performs required preprocessing.
  4. Optional: Select the Only allow navigating back to this step check box to prevent users from jumping ahead to this step before the preceding steps are completed. As a best practice, select this option for cases that are accessed on mobile devices. Clearing this check box provides the most flexibility because users can process steps in any order.
  5. Optional: Select the Perform post-processing when navigating away from step check box to run validation and post activities each time that a user leaves the shape. Examples of leaving a shape at run time include clicking another entry point in the breadcrumb trail or automatically moving to the next step in the sequence when the current step is completed.
  6. If the shape is a subprocess, select the Subprocess has navigation links check box to include the shapes in the subprocess as entry points in the navigation path. This is option is required for screen flows that use the tabbed node or tree harness.

    At run time, the presentation of the entry points depends on the type of flow and the harness, such as Work-.TreeNavigation, that it uses.