CRM Workflow Steps tab

The CRM Workflow Steps tab displays the sequential steps comprising the CRM Workflow.

To access the Steps tab you can:

  • Click Integration > Integrations on the Navigation bar, the Integrations List view 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.
    Note: 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.