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Steps page

Admin

Application database > Business Workflows > Desired Business Workflow > > Steps

Application database > Navigation panel > Processes and Workflow > Business Workflows > desired Business Workflow > > Steps

Purpose of the page

This page allows you to add steps to the selected Business Workflow.

Step window fields

This window will appear in the modify Business Workflow step, after the Step icon has been dragged into the work panel.

Please find below the most important fields.

Field Description
Step code Allows you to assign a unique code to the step created.
Description Description of the step in the application language. If there are several languages, you can add a description for every enabled language.
Size Dimension used when submitting the step in the process. You can indicate the entity dimension, a custom dimension or one of the analytical dimensions.
Step type Only visible if the Entity dimension is selected. - Contributor: step visible on the contributor user’s cockpit with their typical activities. - Consolidator: step visible on the consolidator’s cockpit with their typical activities.
Management type Only visible if the Task Management licence has been installed. - Graph: the workflow task definition is managed through a graph Default value. - List: the workflow task definition is managed in a tabular format, supported by a spreadsheet that facilitates loading and editing, especially when dealing with a large number of elements.