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 accessing the Manage Steps tab and selecting Object:
The Add Object Steps dialog displays, shown below:
Important: Inherit from Doer and Inherit from Responsible are only available when adding an Object Step to a child step that already has a Doer and Responsible assigned to the parent step.
Choose the object placement in the Workflow Tree.
To add the object to multiple steps, choose the desired steps from the Also Apply To drop-down.
To inherit the Doer from the parent step, select INHERIT. Or, select OVERRIDE to manually select a Doer after the Object Step is created.
Select the desired object from the drop-down.
Select the desired object value from the drop-down.
Finally, select Add.
For information about Object Step Settings, see Object Step Settings.