CRM Workflow Fields

The CRM Workflow information fields contain information about the selected CRM Workflow instance. All information is view only in this form.
Field Description/Action
Workflow Name CRM Workflow name corresponding to the originating CRM Workflow definition triggering this specific CRM Workflow instance.
Description CRM Workflow description corresponding to the originating CRM Workflow definition triggering this specific CRM Workflow instance.
Approval Status Current approval status of the CRM Workflow instance when it contains one or more approval steps. Possible values include: Pending, Approved, Disapproved, or Expired.
Entity Originating entity record type. Possible values include: Account, Contact, Opportunity, Quote, or Sales Order
Entity Descriptor Originating entity’s descriptive property content
Start Date Trigger date for this specific CRM Workflow instance
Complete Date Completion date for this specific CRM Workflow instance once the final workflow step has completed

Step Tab

The Step tab displays the current content and status of the CRM Workflow instances’ dependent steps.