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Insert Steps - Object

An object can for example be a DIVISION, UNIT, CUSTOMER, PROJECT etc in Bizview.

To be able to use objects in workflow, you need to go to Objects and enable use in workflow. Then, the object will be visible in the Workflow Designer Object list. For more information, see Object Settings.

The object and its values will then be available or selectable as Object and Values in the workflow.

Insert an Object step in Dashboard Design by selecting the Insert Steps tab and selecting Object:

The Add Object Steps dialog displays, shown below:

Select desired object and object values in the drop-downs and select Add.

For information about Object Step Settings, see Object Step Settings.
Published:

Insert Steps - Object

An object can for example be a DIVISION, UNIT, CUSTOMER, PROJECT etc in Bizview.

To be able to use objects in workflow, you need to go to Objects and enable use in workflow. Then, the object will be visible in the Workflow Designer Object list. For more information, see Object Settings.

The object and its values will then be available or selectable as Object and Values in the workflow.

Insert an Object step in Dashboard Design by selecting the Insert Steps tab and selecting Object:

The Add Object Steps dialog displays, shown below:

Select desired object and object values in the drop-downs and select Add.

For information about Object Step Settings, see Object Step Settings.
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