
Set up the board
On the stages board, stages are ordered by creation time (the order in which they are added to the workflow). Note that you can set stages on top-level steps, not on nested steps.- Click a workflow to open it.
- Find the step you want to be the first stage in the workflow and click the step to open it.
- Click Add a stage.
- Enter the name of the stage.
- Click Add stage.
Setting stages for workflows is important when you allow external users to track the progress of instances they’ve created. Stages offer insights into their requests and provide them with the data they need to stay informed. You can toggle on tracing instances when you create a public form in your workflow.
How stages are displayed on Stages Board
Stages are displayed on the stages board in the order they are added to the workflow. Example: If you add a stage to Step 3 in your workflow, that stage will appear on your Stages Board when an instance reaches Step 3. Later, if you edit the workflow, add a stage to Step 1, and run another instance, the stage for Step 1 will appear after the stage for Step 3. This happens because the stage for Step 1 was created after the stage for Step 3, even though it’s earlier in the workflow.To ensure a logical order on the Stages Board, add stages only after your workflow is fully built, starting with the earliest stages first.
- If stages are added after some instances have already started, those instances will be shown in the No stage column of the Stages Board.
- If the first instance step with a stage has a scheduled start, the step will be in the No stage column until the step is activated when its scheduled date arrives.
- Stages are identified by the name at the moment of creation, which means that renaming a stage (or fixing a typo) creates a new one.
- Stages can’t be versioned.
- We don’t pass stage information via API.