Complete / edit the step fields as required for your workflow.
Field
Description
Title
This should clearly indicate the purpose of the workflow. For example, "Standard Workflow", "Additional Approval Workflow", "Non-standard Workflow", etc
Description
This 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 Number
The 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 Project Workflowtab on the Project in the Step column.
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title
Workflow Tab - Steps
Actions
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.
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title
Actions
Image Added
<<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 '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
Select this if you want the data to be available for reporting.
<<Ask Mike for more clarity on this. Data about what?>>
Status (Admin)
This is the status of the Project Part that is visible to the Administrator.
<<Have a screenshot here of a project parts listing>>
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title
Part Status
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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
