---
title: "Customized Process View Page"
slug: "customized-process-view-page"
description: "This document shows how to add a custom Process View Page to a record in Decisions. Completion of this, entails checking the Use Custom Process View box, within the Setup Process Folder step properties tab in a workflow. "
updated: 2026-08-13T19:57:14Z
published: 2026-08-13T19:57:14Z
canonical: "documentation.decisions.com/customized-process-view-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customized Process View Page

## Overview

A **Process View** Page shows information about saved data from an executed process. When a Flow handles the logic for a process, it stores the associated data in a Process Folder as a viewable record. A purchase request process created in Decisions, for example, would save all of the incoming purchase requests as individual records in the Process Folder. Creating a custom Process View Page requires familiarity with Page/Dashboard design; for more information, please visit the [Create a Page/Dashboard](https://documentation.decisions.com/version-10/docs/create-pages-dashboards) article.

A Process Folder must be configured to save process data in a workflow, please visit the **[Setting up a Process Folder](https://documentation.decisions.com/version-10/docs/creating-a-process-folder)** article for more information**.**

---

## Changing the Process View Page

This article uses a prebuilt application for a Travel Request process. The Travel Request is submitted, then routed through Flow logic, including a series of approvals. Each time a request is submitted, process data is created and stored in a folder. Each piece of process data contains a **Process View Page** used to track details about that specific instance of the process.

The **Default Process View Page** contains a considerable amount of information as is, but a customized Page with tailored information can be created to replace it. The **right menu** shows which phase of the process the request is in and any comments that have been added through each state of the process.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Process%20View%20-%2010.1.png)

The **Properties** section shows any assignments associated with the request, like a manager's approval, for example.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Process%20View%20-%20Properties.png)

The default page can be copied in the Platform and customized to fit the needs of a different Process View configuration. Type in "Default Process View Page" in the Global Search bar, then right-click the item in the search, and navigate to **Edit** > **Copy Page/Dashboard**. Process data is pushed to these Page components, but actions must be updated in association with the assignment.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-06-25_13h35_56.png)

For this example, the default page is copied, and the Properties panel in the bottom left is removed to signify a change. The page is saved as "Customized Process View Page". For the custom page to take effect, the Properties of the **Setup Process Folder** step used in the main Flow must be edited. Under the PROCESS FOLDER section, enable the **Use Custom Process View** checkbox and select the EDIT CUSTOM VIEW PAGE button. Create a new Page from the window that appears or pick an existing one. Provide a **Custom View Page Name** if applicable; otherwise, this will default to the PROCESS VIEW naming convention.

The custom Process View Page will not apply to data records of existing requests in the Process Data folder; it will only apply to requests going forward.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-06-25_13h43_13.png)

The process data below is for requests after the custom Process View Page was implemented, where the Properties panel has been removed, and Custom View Page Name changes take effect.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Process%20View%20Without%20Properties(1).png)

---

## Feature Changes

| Description | Version | Date | Developer Task |
| --- | --- | --- | --- |
| The Process View Page has been updated with refreshed UI styling. | 10.1 | August 2026 | [DT-046859] |