Steps
A step is a stage in the workflow which can be assigned to users to action. Performing an action moves the workflow on to other steps until the workflow is completed.
Add a step
To add a step, drag and drop from the shapes available.
Edit a step
1. Double click on a step to begin editing
2. Complete the step information
- Label - the displayed step label i.e. start, end, pending action etc.
- Step icon, colour and status colour - these are displayed to the end user during the workflow as well as in the project activity timeline.
- Description – a general description of the step can be added here
- Notes - Each step has a Notes field which you can use to add information for other workflow builder users to explain what is happening at that step
- Shape - Choose a shape from the dropdown menu
- Status Text - The current status of the workflow at this step
- Layer - which layer the action should be in
- Disable discussion input
- Display groups
3. Minimize the step details to finish.
Delete a step
1. Double-click on a step
2. Select ‘Delete This Step’
Note: When you delete a step it's actions go too.
Copy a step
1. Double-click on a step
2. Select ‘Copy This Step’
Note:
All actions (including mapped routes), Permission settings and Triggers may also be copied
Next page: Dates