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 check box 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:
  • A percentage value of the steps CRM approvers required to approve the step.
  • Or a fixed number of the steps CRM approvers required to approve the step.
  • Fixed values greater than the actual number of CRM approvers for the step are internally converted into a requirement of 100%.
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: