CRM Workflow Steps tab

The CRM Workflow Steps tab displays the sequential steps comprising the CRM Workflow.

To access the Steps tab:

• Click Integration on the Navigation bar.
• Click Integrations, the Integrations list page is displayed.
• Click CRM Workflow. The corresponding Integration detail page is displayed.
• Click the Workflows tab.
• Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View.
• Click the steps tab.

On this tab you can:

• Edit a step Name or Description, and click (Save) icon to save your changes.
• Add a new step using the (Add) option.
• Review or edit a step using the Edit option.
• Create a copy of the CRM Workflow using the Copy option.

You can specify this information

Column	Description
Action	Type of CRM Workflow Step action. • Notify – Publish an automated email notification.
Name	A unique name to identify the step.
Description	A brief description of the Step.
Condition	The conditional statement that controls the execution of the workflow step. The condition statement is presented in a summary format of Property, Constant value, and comparison operator.
Active	If this check box is selected the step is executed as part of the workflow.