The Workflow step view
Use this view to specify steps in a workflow.
To access this view in Admin Center: Select a Services node in the tree view and click Workflow. Then click the name of an existing workflow and click .
Use these settings to specify a workflow step when adding a workflow.
|Assigned to||Determines which user or group can perform this step.|
|Description||A short description of the workflow step.|
|Use approval hierarchy||Selecting this option displays options for additional approval methods.|
Determines whether account coding is allowed during this step.
Users with the Edit approval documents privilege can perform coding regardless of the Coding setting.
|ADD||Displays settings which you can use to make the step conditional. You can add more than one condition.|
|FIELD TYPE||Specifies the type of field you use in the condition. The type you choose here also determines what appears in the adjacent box. For example, if you select Amount field in the FIELD TYPE box, all of the amount fields are available for selection in the FIELD box.|
|FIELD||Specifies the specific field that you want to use for comparison.
If you select a coding field, the coding field is checked on all rows to see if the conditions of the trigger are met.
|OPERATION||Determines how the value of the field is evaluated.
|VALUE||Specifies the value which determines if the condition is true. Alternatively, if you choose Supplier, Buyer, Coding field or Text field in the Type setting, and select In list or Not in list as the Operation, a link is displayed that you can click to specify a list of items.|
|Deletes the condition.|