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:

View the steps associated with the workflow.
To add or edit Workflow steps, use the CRM Workflow Designer tab.

You can view this information:

Action: The Type of CRM Workflow Step action.
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.