For Processes have an overall status field that is shown in the list of process instances (to mark overall status or completion)
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J
Jasper Hare
Hi, we use processes for various repeatable tasks. But in some scenarios certain tasks you skip steps as they don't apply
(e.g. for onboarding the person doesn't need access to the store room, so the store room task is not ticked).
This leads to instances of the process with various levels of steps (13/17, 15/17, 10/17) but we don't know whether the assigned person as fully completed the process (from their perspective). 13/17 might be fully complete but 15/17 is still being worked on.
If we could as a status field that leverages "Lists" we could define a process instance status.
e.g. I could then review onboarding process instance that are marked "Complete" and check all requests steps were recorded.
Kristen W.
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Kristen W.
Hi Andrew, our new process system is actually in beta right now and includes the ability to mark tasks as optional. Optional tasks do not count toward overall process completion (if a process has 5 required tasks and 1 optional task, it will be marked as complete as soon as all 5 required tasks are done). I think this should help solve your example!
J
Jasper Hare
Kristen W. Amazing. Thanks Kristen