Set Portal Stages

The Set Portal Stages step is where each portal stage is laid out to be used within the workflow.

Considerations

• You will need to have the portal set up before these stages can be used in a workflow. Please see the Portal document for information on how to get your portal set up.

Configuring the Set Portal Stages step

1. Navigate to the Workflow app and either open or create a workflow
2. Click and drag the Set Portal Stages step onto the workflow canvas
3. Create the route to the Set Portal Stages step
4. Double-click the step to open the configuration window
5. Configure the Basic Properties section if desired (not required)
   
6. Using JSON, add the portal stages (below is a simple example of the syntax)
   

   • [{"Name":"Submit Application","Description":null},{"Name":"Initial Review","Description":null},{"Name":"Application Review","Description":null},{"Name":"Verification","Description":null},{"Name":"Approval/Denial","Description":null}]

     Note: JSON is the default but the language can be changed using the settings wheel next to Portal stages
7. Configure the Advanced Properties section if desired (not required) or leave it with the default values
8. Once all required fields are configured, click Save

You are now ready to implement portal stages within your workflow.