Configuring Visual Workflow

The appearance of the steps (i.e., nodes) in the Project Management > Visual Workflow tab can be configured by role.

  1. Open the Configure Templates page.
  2. Select a role, such as RL_ADMIN.
  3. Select Visual Workflow.
  4. Click Edit.
  5. Specify this information:
    Title
    Specify the content that is used to derive the title for each node. For example, specify Caption to display the description of each action step in the node title.
    First Information Row
    Select a column name, such as Line ID, from this list. The data from this column is displayed in the first row of the Visual Workflow node.
    Second Information Row
    Select a column name, such as Due Date, from this list. The data from this column is displayed in the second row of the Visual Workflow node.
    Tooltip Info
    Specify the column names that are used to derive the tooltip information for each node. A semi-colon is inserted in between each column name.
    Node Dimension
    Specify the size of the node. The choices are: Small, Medium, and Large. If the titles are too long to display on one line, the text is wrapped to fit within the node.
    visualworkflownodedimension
  6. Click Save.
    visualworkflowconfigtemplates