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Global Tabs & Pages
Workflow Tab
Workflow Tab Template Section
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Workflow Tab Template Section
Use this section to view the defined business process in chart form.
Roles/Names Radio Buttons
Select a radio button to either display roles in the approver steps in the chart or the names of users in the roles.
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Role Step
Rectangles indicate steps involving users, also called role steps. Left click on rectangles to open a read only view of the
Define Role Step Dialog
.
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Approval Indicator
The green arrow indicates an approval action.
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Branch Rule Button
Click this icon to drill down on the branch rule step:
Use the two arrow icons on the left to navigate back up the branch rule chain. This button navigates up one level
and this one navigates all the way back to the top level
.
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Branch Rule Step
Lozenge shapes indicate branch rule steps. Left click on lozenges to open a read only view of the
Define Branch Rule Dialog
.
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Progress Indicator
The heavy orange border indicates that the workflow is currently at this step.
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