Workflow Builder Steps: Details Tab

Managing Steps in the Workflow Builder

The Workflow Builder allows administrators to design and customize workflow processes using a drag-and-drop interface. Each step represents a stage in the workflow and can be configured with custom labels, icons, and actions.

Details Tab

1. Double-click on an existing step to open the editing panel.
   
   

2. Complete or update details for the following fields:

   • Label: The displayed name of the step (e.g., Start, End, Pending Action).
     
     

   • Step Icon, Colour, and Status Colour: Visual indicators shown to end users during the workflow and in the Project Activity Timeline.
     
     

   • Description: A brief summary describing the purpose or function of the step.
     
     

   • Configuration Notes: A field for adding internal comments or instructions for other Workflow Builder users to explain what happens at this step.
     
     

   • Shape: Select the visual shape used to represent the step from the dropdown menu.
     
     
     

   • Step Status Text: The current status label associated with the workflow when this step is active.
     
     
     

   • Layer: Defines which visual layer the action should appear in.
     
     
     

   • Disable Discussion Input: Toggle to prevent comments or discussions during this step.
     
     
     

   • Display Groups: Controls which user groups can view or access this step.
     
     
     

3. When finished, click the X to minimize the step details to save and close the editor.
   
   

Next Step: Navigate to the Dates Tab.