Create a process flow record

task brazil Updated Sep 10, 2026 1 min read t_CreateNewProcessFlowRecord.md
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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 select Insert and Stay to create a duplicate record.

  4. Modify the following fields with new values.

    Field Values
    Name Normal Change – Complete State
    Label Complete
    Order 550
    Condition [State] [is] [Complete]

    [Omitted image "NewStateTutProcFlow1.png"] Alt text: Process flow

  5. Update.

Parent Topic:Tutorial: Add a new change management state

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