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Step Settings

To change settings for an object in the workflow, mark the object in the workflow and access Step Settings in the right panel.

workflow_design_step_settings_object

The following settings are available in Object Steps:

Setting

Description

Object

Change the object for the selected step(s).

Object Value

Change object values for the selected step(s).

Status Tracking

Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.

Due date

Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).

Step Instruction

Insert a step instruction.

Published:

Step Settings

To change settings for an object in the workflow, mark the object in the workflow and access Step Settings in the right panel.

workflow_design_step_settings_object

The following settings are available in Object Steps:

Setting

Description

Object

Change the object for the selected step(s).

Object Value

Change object values for the selected step(s).

Status Tracking

Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.

Due date

Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).

Step Instruction

Insert a step instruction.

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