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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a process flow record

Create and add a process flow record for the Complete state. The process flow formatter displays at the top of the Change Request form.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System UI > Process Flow.

  2. Open the Normal Change – Implement state record.

  3. Open the form context menu and click Insert and Stay to create a duplicate record.

  4. Modify the following fields with new values.

    FieldValues
    NameNormal Change – Complete State
    LabelComplete
    Order550
    Condition[State] [is] [Complete]
Image omitted: NewStateTutProcFlow1.png
Process flow
  1. Click Update.

Parent Topic:Tutorial: add a new change management state

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