Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Object Step Settings

While in the Design mode, select the Object Step to view the Step Settings in the right panel:

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.

DoerSelect a Doer for the step.
ResponsibleSelect a Responsible for the step.
Step FormatManage how step values should display.

Published:

Object Step Settings

While in the Design mode, select the Object Step to view the Step Settings in the right panel:

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.

DoerSelect a Doer for the step.
ResponsibleSelect a Responsible for the step.
Step FormatManage how step values should display.

For an optimal Community experience, Please view on Desktop
Powered by Zendesk