Hi, I’m wondering if anyone can help with my query on how to use custom states for a sequence I am building for potential clients.
The idea is to have a page for clients where they input data in a process. I want to use custom states to show which step they are on in the workflow as there will be conditional elements based on each step.
I think I can have one custom state called something like Current_Step and then have each step (e.g Step_1, Step_2) in that custom state.
Is this the best practice to do this? Because I can’t seem to find any videos or guides on how I’m trying to use custom states, which is making me question my approach.
Seems perfectly reasonable to me…
Yes! Definitely can do it that way, and I do think it’s a best practice as I have found that exact process built into some plugins / templates. I suggest making a custom WF element called [move current step] and then you can trigger it to either do a +1 on the current step’s number when completed, or, you can create a field on the data type for [workflow step] that similarly increases each time the user advances steps.
Thanks, that’s a really useful suggestion on the WF element!