# Workflow Details

### General

#### Title

<table id="bkmrk-%3Cworkflow-typ%3E-workf" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:99.881%;"></col></colgroup> <tbody> <tr> <td>&lt;Workflow-Type&gt; Workflow</td> </tr> </tbody> </table>

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:289.969px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">History</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>


#### Header

<div drawio-diagram="1981"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/QmivYAs9iR6jtir6-vpzcqlr0rt2yy7ro-drawing-9-1756806864.png" alt="VpZcqlR0rt2yy7Ro-drawing-9-1756806864.png"/></div>

<div id="bkmrk-1.-zum-wechseln-in-d">1. To switch to Edit mode</div><div id="bkmrk-achtung%3A-nur-sichtba">Note: Only visible if you have not entered the workflow via the dashboard.</div><div id="bkmrk--2"></div><div id="bkmrk--4"></div>##### Widgets

<div id="bkmrk-1.-dateien">1. Files</div><div id="bkmrk-wird-nur-angezeigt%2C-" style="padding-left:40px;">(not for ORDER workflow)</div><div id="bkmrk-2.-formular">2. Form</div><div id="bkmrk-wird-nur-angezeigt%2C--1" style="padding-left:40px;">(not for ORDER workflow)</div>##### Action buttons

<table id="bkmrk-name-funktion-sichtb" style="height:62px;width:100%;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Function</td> <td>Visibility</td> </tr> </thead> <tbody> <tr> <td>Save</td> <td>Saves the workflow status</td> <td>In Edit mode</td> </tr> <tr> <td>Next step</td> <td>Initiates the next step in the workflow process</td> <td>In Edit mode, if there is a subsequent step</td> </tr> <tr> <td>Previous step</td> <td>Goes back one step in the workflow process</td> <td>In Edit mode, if there is a previous step</td> </tr> </tbody> </table>

#### Attribute fields

if filled, these refer to the details

- Possible for Contact workflow: 
    - Contact
    - Customer number
- Possible for Activity workflow: 
    - Contact
    - Activity (if you have not entered via the activity)
    - Customer number
- Possible for Visit workflow: 
    - Contact
    - Customer number
    - Visit report
 

#### History

##### Grid

<table id="bkmrk-bezeichnung-sichtbar" style="width:99.881%;height:208.578px;"> <thead> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Name</td> <td style="width:20.0477%;height:29.7969px;">Visible</td> <td style="width:11.2172%;height:29.7969px;">Sort</td> <td style="width:9.07191%;height:29.7969px;">Full Text</td> <td style="width:36.5128%;height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Step</td> <td style="width:20.0477%;height:29.7969px;">Visible</td> <td style="width:11.2172%;height:29.7969px;">  
</td> <td style="width:9.07191%;height:29.7969px;">Yes</td> <td style="width:36.5128%;height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Step started  
</td> <td style="width:20.0477%;height:29.7969px;">Visible</td> <td style="width:11.2172%;height:29.7969px;">DESC</td> <td style="width:9.07191%;height:29.7969px;">  
</td> <td style="width:36.5128%;height:29.7969px;">dd.mm.yyyy - hh:MM  
</td> </tr> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Owner</td> <td style="width:20.0477%;height:29.7969px;">VisibleOnlyLandscape</td> <td style="width:11.2172%;height:29.7969px;">  
</td> <td style="width:9.07191%;height:29.7969px;">  
</td> <td style="width:36.5128%;height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Status</td> <td style="width:20.0477%;height:29.7969px;">Visible</td> <td style="width:11.2172%;height:29.7969px;">  
</td> <td style="width:9.07191%;height:29.7969px;">  
</td> <td style="width:36.5128%;height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="width:23.1504%;height:29.7969px;">Note</td> <td style="width:20.0477%;height:29.7969px;">Hidden</td> <td style="width:11.2172%;height:29.7969px;">  
</td> <td style="width:9.07191%;height:29.7969px;">  
</td> <td style="width:36.5128%;height:29.7969px;">  
</td> </tr> </tbody> </table>

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>