Observers Tab

The Observers tab on the Workflow Step Instance detail view is displayed for steps with an action type of Approval.

The Observers tab provides:
  • A read-only view of the step observers and their corresponding comments.

To open the Observers tab, on the CRM Workflow Step instance detail view, click the Observers tab. See Using the CRM Workflow Step Detail View

Field Description/Action
Date Date time stamp of the last comment for the approval step by the specified Infor CRM SLX user
Observer Infor CRM SLX username for the observer
Comments Final comments to date for the approval step by the specified observer

Adding observers

Administrators can use the Observers tab task bar add ‘+,’ to add additional CRM Users to the active CRM Workflow Step instance observer list.