CRM Workflow step instance fields
The CRM Workflow step information fields contain information about the selected CRM Workflow
step instance. All
the
information
displayed 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:
|
| 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. |
Detail View Tabs
Each tab shows specific information you can use for CRM Workflow step instance related activities.
The available tabs are:
- Notification Tab. See Notification Tab
- Comments Tab. See Comments Tab
- Approvers Tab. See Approvers Tab
- Observers Tab. See Observers Tab