Onboarding Stage and Step Logic

Onboarding Stage and Step Logic explains how onboarding records progress through the configured workflow.

It helps users and administrators understand how records move across stages, what conditions affect progression, and how review or decision points influence the onboarding path.


What this supports

  • Understanding where a record is in the workflow
  • Visibility into completed and pending steps
  • Distinction between workflow progression and final outcome
  • Support for revision, review, and approval sequencing
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