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Kevin O'Brien

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When marked "Yes" the step will become mandatory and user will not be able to skip to another workflow step
Expand

Complete / edit the step fields as required for your workflow.

Mandatory
FieldDescription
TitleThis should clearly indicate the purpose of the workflow. For example, "Standard Workflow", "Additional Approval Workflow", "Non-standard Workflow", etc
DescriptionThis should explain the purpose of the workflow in detail. It should allow all system Administrators to understand when they should select it for a particular Quote Request product.
Step NumberThe workflow consists of sequential steps. When steps are reordered (by manually dragging and dropping) the Step Numbering automatically readjusts.
Step Name

This is the name of a Workflow step. It is displayed in the Workflow tab on the Project in the Step column.


Expand
titleWorkflow Tab - Steps

Image Modified


Actions
You can select from a drop down of system driven events or this can be linked to no event at all ( which means it will be a manually completed step)

This allows you to link the step to a system-driven action, such as system confirmation of goods received, or make it a system-independent manual step ('No system event'), such as getting approval by email outside the system.

<<Ask Mike for more clarity on this>>

Mandatory

If selected, the system will prevent the Administrator from moving on to the next step in the Project workflow if this step has not been completed.

Allow manual completion

If

not completed as an automatic event from the system this option will allow a user to manually enter / complete the stepVisible to customer

'No system event' is selected from Actions, 'Allow manual completion' needs to be selected to allow an Administrator to complete the step and continue with the Project workflow.

<<Not sure about this. Ask Mike>>

Visible to customer

<<Need to check this on the Customer Catalogue>>

This step will be visible in the Workflow on the Customer Catalogue. The customer user will be able to track the progress of this step. Select "Yes" if you wish this step to be visible to the customer user. Select "No" if you want this step to be visible only to the System User (admin)

Capture for reporting
Enable

Select this if you want the data to be available

on reporting.

for reporting.

<<Ask Mike for more clarity on this. Data about what?>>

Status (Admin)

This is the status of the

project that will show on the Admin side of the system.

Project Part that is visible to the Administrator. 

<<Have a screenshot here of a project parts listing>>


Status (Customer)This is the status of the project that will show on the Customer Catalogue side of the system
Next Action (Admin)This is the text that will show as a Next Action button on the Admin side of the system