Upcoming Enhancement in 25D - Display Optional Regions in Compact Guided Process Redwood Template Pages

Starting in 25D, the behavior of the Redwood Compact Guided Process (CGP) template pages will be aligned with that of responsive CGP template pages to improve the handling of optional regions when Info to include is hidden.

In processes such as Hire an Employee or Add Assignment, optional regions can now be displayed automatically without requiring end-users to manually navigate to them or complete them.

Hire an Employee process displays Citizenship Info section that's optional when Info to Include is hidden

What's Changing?
Any region marked as both "Optional" and "Visible" in Configure Fields and Regions (Express Mode in VB Studio) when Info to include is hidden will now appear automatically in the steps. These regions can be completed by your end-users if they choose to provide that info.

Section is set to hide in Info to Include

Sections marked optional and visible are displayed in the steps

What You Need to Do
This change will be applied automatically in your applications. There’s no need to update your current Business Rules configuration. However, we strongly recommend that you review the configuration of the Redwood CGP template pages used in your environment ahead of 25D to ensure the correct regions are being presented to your end-users when the Info to Include step is hidden.

This feature helps you in these ways:

• Reduces manual effort by automatically guiding users through all optional and required sections eliminating the need to select or toggle them individually..
• Improves data accuracy and compliance by ensuring no sections are missed in the process.
• Enhances user experience with a streamlined, error-proof workflow that removes guesswork and simplifies processes.

Steps to Enable

You don't need to do anything to enable this feature.