Process Builder Workflow¶

Monitoring Progress¶

Navigate to People > Processes and click the name of the process you want to manage. The People tab displays each person’s current status in the process.

Each row shows the person’s name, a progress bar with step indicators, the date of their most recent activity, and how many days they have been on their current step.

Overdue Steps

If a person exceeds the Ideal Time set for a step, the Days value turns red on the dashboard, making it easy to spot people who may need follow-up.

Step Details

Click the down arrow ( ▼ ) next to a person’s Last Activity date to expand and see details about each individual step, including dates and notes.

Viewing on a Person Record¶

If Show on Person is checked on the process list page, you can view a person’s process status directly on their record under Profile > Processes.

Taking Actions on People¶

Click the three-dot menu on the right side of a person’s row to see the available actions:

Complete Step

Marks the person’s current step as completed and advances them to the next step. You can set a completion date and add a note.

Skip Step

Moves the person to the next step without completing the current one. You can add a note explaining why the step was skipped. Skipped steps are indicated by a red circle around the step number in the progress bar.

Mark As Abandoned

Removes the person from active participation in the process while preserving their record. You can add a note. The person’s status changes to Abandoned and they no longer advance through steps. This keeps a record that the person was in the process but did not complete it.

Re-join

Available only for people in an Abandoned state. Moves them back into the process at the step they were on when they were marked as abandoned.

Remove

Permanently deletes the person from the process, including all step data and notes.

Caution

Removing someone deletes all of their process data. This action cannot be undone.

Filtering the Dashboard¶

The default view shows All people in the process. Use the status buttons to filter by Current, Abandoned, or Completed.

You can also search by name using the search bar, or click the down arrow next to the search bar for advanced filters:

• Current Step – Select a specific step to see only people who have reached that step.

• Joined Process – Enter a date range to find people who were added to the process during that time.

• Last Action – Enter a date range to find people whose most recent step activity occurred during that time.

• Quick Filters – Quickly identify people who are Overdue on their current step or who have Skipped Steps.

Completion of a Process¶

When someone has completed all steps (or when the Complete Current Process action fires), both the process dashboard and the person’s record display a completion date.

Rewritten for clarity and added Re-join action documentation.