Steps Tab

The Steps tab on the CRM Workflow detail view displays the steps associated with the CRM Workflow instance.

To open the Steps tab:
  1. Select CRM Workflow, from the navigation bar.
  2. If necessary, use the Lookup to search for records.
  3. Click the CRM Workflow name link. CRM Workflow Detail view is displayed.
  4. Click the Steps tab.
Field Description/Action
Started Trigger date for this specific CRM Workflow instance step.
Completed Completion date for this specific CRM Workflow instance step. Approval steps are completed once the approval criteria are met or the specified days to expire have elapsed.
Action CRM Workflow step action types include: Notify, and Approval.
Status CRM Workflow step status values include: Complete, Pending, Approved, Disapproved, and Expired.
  • A status of Complete is applied once a notification step’s emails are published.
  • A status of Approved is applied once the specified number or percentage of approvers have approved the step.
  • A status of Disapproved is applied once the remaining pending approvers are no longer able to meet the approval criteria.
  • A status of Expired is applied once the configured days to expire have elapsed and the approval step has not met the approval or disapproval criteria.
Name Step name link to the corresponding CRM Workflow Step instance detail form.
Approvals Number of approvers that have approved the step.
Disapprovals Number of approvers that have disapproved the step.
Pending Number of potential approvers that have not yet approved or disapproved the approval step.
Active Check box indicating an active approval step awaiting additional input from the remaining set of pending approvers
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