Outcome. An onboarding ticket shows a single percent-complete number, driven by a checklist of milestone checkboxes, so CS managers and customers get one glance-able progress figure instead of reading through pipeline stage names.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-026
flowchart TD
A[A milestone checkbox changes] --> B[Onboarding Percent Complete recalculates]
B --> C{Percent = 100?}
C -->|Yes| D[Set Onboarding Completion Date if not set]
C -->|No| E[End, number itself is the deliverable]
When to use it, when not to
- UseUse it when onboarding has a fixed, known set of milestones per ticket (for example: kickoff done, data migrated, training complete, go-live) that apply consistently across customers.
- UseUse it alongside customer-onboarding-011 (pipeline-stage milestone tracking), this fiche adds a numeric progress figure on top of, not instead of, the stage-based tracking.
- SkipDo not use it if milestones vary significantly by customer (a different checklist per plan tier), a single flat formula will not represent progress fairly, build a plan-tier-specific version instead.
- SkipDo not use it if calculated properties are not available on your subscription, use the workflow-only fallback in Known pitfalls.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
