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:
- Use the lookup to search for records. See Using lookup
- View a group. See What are Groups?
- View CRM Workflow Step Instance Fields. See CRM Workflow step instance fields.
- View
CRM Workflow step tabs if applicable – The tabs available
are based
on
the type of
step:
- Notification Tab. See Notification tab.
- Comments Tab. See Comments tab.
- Approvers Tab. See Approvers tab.
- Observers Tab. See Observers tab.
To access this page select CRM Workflows, from the Navigation bar and click the link of the step you require to view.
Note: To access this page you can also:
- Click the link on the CRM Workflow detail view, on the Steps tab.
- Click the link on a detail view CRM Workflows tab. See CRM Workflows tab.