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  (c) PMWeb, Inc., 2017

Workflow Tab Business Process Table

 
The dark orange line highlighting indicates that the workflow is currently at that step - step 4, in this case.
 
Workflow Tab Business Process Table
1

Edit Line Button

1. Edit Line Button
Click this icon to open the line for editing. Only authorized Document Managers can edit this table. See Roles Tab Document Manager Section for information about Document Managers.
2

Save and Cancel Buttons

2. Save and Cancel Buttons
Click the checkmark button to save your edits or the cancel button to cancel.
3

Expand/Collapse Button

3. Expand/Collapse Button
Click this button to expand a branch rule step to see its steps in a sub-table. Click again to collapse the sub-table.
4

# Field

4. # Field
Read only. See Workflow/Setup/Workflow for information about step numbers.
5

Type Field

5. Type Field
Read only. The icons indicate that the step is an approver step or a branch rule step .
6

All Must Approve Checkbox

6. All Must Approve Checkbox
Read only. See Workflow/Setup/Workflow for information about the All Must Approve option.
7

Due Date Field

7. Due Date Field
Calculated as today plus the number of review days allowed but may be edited. Date Field
8

Role Field

8. Role Field
Select a role from the list.
9

User Field

9. User Field
Read only. The name of the user assigned to the role or the name of the branch rule.
10

Delegate Field

10. Delegate Field
Read only. If the step has delegates they will appear here.
11

Instructions Field

11. Instructions Field
Type instructions here.
12

RAM Field

12. RAM Field
Read only. See Workflow/Setup/Workflow for information about selecting RAM for a task.