Workflow Details
General
Title
| <Workflow-Type> Workflow |
Kebab menu (
)
| Type | Menu item | Explanation |
| History |
Header
1. To switch to Edit mode
Note: Only visible if you have not entered the workflow via the dashboard.
Widgets
1. Files
(not for ORDER workflow)
2. Form
(not for ORDER workflow)
Action buttons
| Name | Function | Visibility |
| Save | Saves the workflow status | In Edit mode |
| Next step | Initiates the next step in the workflow process | In Edit mode, if there is a subsequent step |
| Previous step | Goes back one step in the workflow process | In Edit mode, if there is a previous step |
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
| Name | Visible | Sort | Full Text | Explanation |
| Step | Visible | Yes | ||
| Step started | Visible | DESC | dd.mm.yyyy - hh:MM | |
| Owner | VisibleOnlyLandscape | |||
| Status | Visible | |||
| Note | Hidden |
FAQ
Release