Where do you identify the navigation template when configuring a multi-step form?

The navigation template for a multi-step form is identified at the process level because this is where the structure and flow of user interactions are typically established. In Pega, the process level encompasses broader configurations related to how users will navigate through the various stages of a case. By defining the navigation template at this level, you can ensure that all steps in the process adhere to a consistent navigation experience for the end-users. This facilitates a smoother user experience and maintains a cohesive flow throughout the entire multi-step form.

The other levels, such as the case type level and flow level, focus more on specific details about the case or particular activities but don’t directly control the overall navigation interface that users see during their interaction with the form. The user view level pertains to how individual screens are presented, but does not encompass the foundational navigation template utilized across multiple steps within a process. Thus, configuring the navigation template at the process level is critical for managing how users will progress through the multi-step forms effectively.