Using the CRM Workflow Step Detail View

Use the CRM Workflow Step Detail view to view the details of the selected CRM Workflow Step instance. The detail view consists of information fields, and tabs providing the user interface to process CRM Workflow approval steps.

Note: The workspace may be different depending on your access rights or if the installation has been customized.

On this page you can:

Use the lookup to search for records. See Using Lookup
View a group. See What are Groups?
View CRM Workflow Step Instance Fields. See CRM Workflow Step Instance Fields.
CRM Workflow step tabs if applicable – The tabs available depends upon the type of step.

To open this page

Do one of the following:

Select CRM Workflows, from the navigation bar and click the Active Step link of the step you want to open.
On the CRM Workflow detail view, on the Steps tab, click the Name link.
On a detail view CRM Workflows Tab, click the Active Step link. CRM Workflow step Detail view is displayed. See CRM Workflows Tab.