Template Step Settings
While in the Design mode, select the Template Step to view the Step Settings in the right panel:
Note: Edit multiple step settings at once by pressing CTRL on your keyboard and then selecting the individual steps. Or, press the SHIFT key to select every step in between the first and last step selected.
The following settings are available in Template Steps:
Setting | Description |
|---|---|
Template | Change the template for the selected step(s). |
Deny the responsible to update the form | 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. |
| Disable Ready popup dialog | Choose if you want to disable the pop-up that notifies you when you have tasks to finish. |
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 | Select a step instruction. The instruction is then saved to the step and displays in the workflow. |
| Selection Pane Visibility | Bizview automatically evaluates if the selection pane should be shown or not (AUTO/ALWAYS VISIBLE). If a selection pane exists, it will be always shown. |
Select whether you want the step to inherit the Doer from the parent step (INHERIT/OVERRIDE). If you select OVERRIDE, the Doer drop-down below is available to manually select a Doer. Important: This field is only available on child steps that already have a Doer applied to the parent step. | |
| Doer | Select a Doer for the step. |
Select whether you want the step to inherit the Responsible from the parent step (INHERIT/OVERRIDE). If you select OVERRIDE, the Responsible drop-down below is available to manually select a Doer. Important: This field is only available on child steps that already have a Responsible applied to the parent step. | |
| Responsible | Select a Responsible for the step. |
| Step Format | Specify how the steps should be presented. The following formatting tags are available: $TEMPLATE, $TEMPLATE_TYPE, $TEMPLATE_DESCR, and $DUE_DATE for dynamic presentation. |
If you make changes, don't forget to select Save!