# Workflow Summary

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:515.953px;"><colgroup><col style="width:14.1836%;"></col><col style="width:29.3144%;"></col><col style="width:56.5021%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget Description</td> </tr> </thead> <tbody> <tr style="height:187.609px;"> <td style="height:187.609px;">Workflow</td> <td style="height:187.609px;"><div drawio-diagram="1976"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/20wKPgfsZRh1fL6a-ohlhyapybnnrduup-drawing-9-1756803719.png" alt="oHLhyApyBnNRduUP-drawing-9-1756803719.png"/></div>

 </td> <td style="height:187.609px;">

1. Number of open workflows
 

Colour code:

The corner turns yellow if you are the owner of an open workflow.

Click: opens the summary page

Available

- Customer details
- Start page dashboard
 
 </td> </tr> <tr style="height:298.547px;"> <td style="height:298.547px;">Workflow Listing</td> <td style="height:298.547px;"><div drawio-diagram="1977"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/gV4VC02V70ssIQnb-vx0arhd3kszg5gnf-drawing-9-1756803786.png" alt="vx0arhD3ksZG5gnf-drawing-9-1756803786.png"/></div>

   
 </td> <td style="height:298.547px;">1.  The next 4 open entries, sorted by next FOLLOW-UP date Ascending

Colour code:   
Red: if the processing period has been exceeded (next day)  
Yellow: if the processing must take place Today

Click: switches to the workflow

2\.  Number of my workflows for which I am currently responsible.

Click: switches to the workflows

3\. Number of workflows I could take over but have not yet taken over.

Click: switches to the workflows

Available:

- Start page dashboard
 
 </td> </tr> </tbody> </table>

<span style="font-family:'-apple-system', BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif;font-size:1.666em;font-weight:400;">Grid</span>

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Workflow</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:476.75px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Colour code</td> <td style="height:29.7969px;">ForceVisible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Green, if approved  
Red, if rejected  
Yellow, if you are the owner yourself  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Workflow</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">The name of the workflow</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Entered on  
</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">DESC</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Created by

 </td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Step</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Step started</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Owner</td> <td style="height:29.7969px;">VisibleOnlyLandscape  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Status</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Reason</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Due on  
</td> <td style="height:29.7969px;">VisibleOnlyLandscape  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

Customer columns (when accessed via Start page dashboard)

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>Purple: Key account

Blue: Prospect, transfer customer, new customer

Red: Delivery block

Orange: Not assigned

Purple has the highest priority  
Blue is before "Not assigned" and before delivery block.  
That means a not assigned prospect with delivery block is shown in blue.  
A "Not assigned" customer with delivery block is shown in orange.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>The text for this column is determined as follows:  
No invoice discount: no visiting frequency present in the customer master data  
No visit: no last visit present  
Not due: Last visit + visiting frequency &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</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>