CRM Workflow Step Instance Fields

The CRM Workflow step information fields contain information about the selected CRM Workflow step instance. All information is view only in this form.

Field	Description/Action
CRM Workflow	CRM Workflow name-based link to the corresponding CRM Workflow instance detail form.
Step	CRM Workflow step name corresponding to the originating CRM Workflow step definition.
Description	CRM Workflow step description corresponding to the originating CRM Workflow step definition.
Action	Step action types include: Notify, and Approval.
Active	Active checkbox indicates the approval set is presently awaiting input from the set of defined approvers.
Approval Status	Current approval status of the CRM Workflow step instance. Values include: Pending, Approved, Disapproved, or Expired
Approval Criteria	Required to approve criteria: A percentage value of the steps’ CRM approvers needed to approve the step. Or a fixed number of the steps’ CRM approvers needed to approve the step. Fixed values greater than the actual number of CRM approvers for the step are internally converted into a requirement of 100%.
Pending	Number of potential approvers still to post their approval or disapproval of the approval step.
Approvals	Number of approvers that have approved the step.
Disapprovals	Number of approvers that have disapproved the step.