Using the CRM Workflow Step detail view

Use the CRM Workflow Step detail view to view the details of the selected CRM Workflow Step instance. The detail view consists of information fields, and tabs providing the user interface to process CRM Workflow approval steps.

Note: The workspace may be different depending on your access rights or if the installation has been customized.
On this page you can:

To access this page select CRM Workflows, from the Navigation bar and click the Active Step link of the step you require to view.

Note: To access this page you can also:
  • Click the Name link on the CRM Workflow detail view, on the Steps tab.
  • Click the Active Step link on a detail view CRM Workflows tab. See CRM Workflows tab.