User Guide

Process List Component

The Process List shows a set of steps to follow when completing a process. It is useful for a course of action in which 3-10 steps must be taken.

Overview

Component name: Process List

Authors who can use component: any

Templates/page types that can use component: all

Required or optional: optional

The Process List component with 3 steps.

Authoring Fields

Adding the Process List component to the page

1. Once on the desired page in Edit mode, add the Process List by doing the following:

a. Option 1- double click on “Drag components here.” A modal titled “Insert New Component” will pop up. Type “Process List” in the search bar, or scroll to the Process List in the list. Double click to add to page.

b. Option 2- on the left hand rail, navigate to the Components tab. Type “Process List” in the search bar, or scroll to the Process List in the list. Double click to add to page.

Editing the Process List component

1. With the edit wrench, open the component.

2. Under Add Step, click the Add button.

3. Heading Level dropdown: Select the H-level of the title. Title can be H2 – H6.

4. Title field: Add a title for the step. No need to add "Step 1;" the number will appear beside each step by default.

5. Description text area: Add a description for the step. Links, bullet points, numbered lists, etc. may be added.

6. Continue clicking the Add button from Step 2 until all steps are added.

 

Accessibility

There are no specific accessibility notes for the Process List component.

Other Tips

1. Process List titles will not include links; instead, other components on the page can link to the Process List as anchors.

a. Do not use anchor links on Service Detail pages, as they have the Table of Contents built-in.

2. Best practice is a minimum of 3 and a maximum of 10 steps.

3. Use consistent headings.

4. Keep step labels concise.

5. When to use another component:

a. Use a Progress Indicator to show the current step a user is on or for a multi-page process (AEM Forms only).

b. Use Side Navigation to display a navigational hierarchy of a page.

c. Use a List for non-sequential content.