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How to visualize process flow
Question

I have a fairly complex process flow for a document to be approved - it has to be submitted, approved by several levels of staff and can be rejected at any point and put back into a "discussion" mode.  I am not doing this through the "process" section of OutSystems however.  With that in mind - anyone have any good suggestions or methods for visually showing the submitter of the documents what the status of their document is in the process?

Rank: #2321

Avoid complexity, unless you have a UX designer on hand.

Consider showing a list of submitted documents with labels on the list item, a bit like the Question label on the Forum post list. The labels should be unique in color and describe the status in one short word. Add the option to filter by status, and add a search field to grant quick access to a single document. 

When going to a detail page related to the document, you could display the same label at the top right corner or directly after the page title (continuity).

If your users have a lot of submitted documents per user, you could make a block displaying the number of documents per status (resembling the Wizard pattern, for example). Use the same labels to keep it coherent. Clicking the label on such a block then filters the list to display all documents with that status.

When using color coding in your design, do some accessibility checks to include the colorblind.

mvp_badge
MVP
Rank: #18

Hi Jason,

The process you describe seems to be a perfect candidate to implement with BPT (maybe use the Workflow builder to kickstart the development).

You could then re-use the web-block from Business Activity Monitor to show the actual state of the process.

If you are building a Reactive web app then instead of the Business Activity Monitor use BAM Reports Reactive that has a similar block to re-use with same functionality.

Regards,

Daniel