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.
Coding

Determines whether account coding is allowed during this step.

Users with the Edit approval documents privilege can perform coding regardless of the Coding setting.

Conditions
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.
  • Contains - The condition is true if the any part of the field value matches the text you specify. For example, if you specify "me", the condition is true for "ACME Inc" and "Multimedia Co." but not for "Example Corp."
  • Begins with - The condition is true if the field value begins with the text you specify. For example, if you specify "ac" the condition is true for "ACME Inc" but it is not true for "First AC Corp."
  • Equals - The condition is true if the field value matches the value you specify.
  • Not equals - The condition is true if the field value does not match the value you specify.
  • None equals - The condition is true if none of the field values in the same column match the value you specify.
  • Greater than - The condition is true if the field value is greater than the value you specify.
  • Less than - The condition is true if the field value is less than the value you specify.
  • In list - Displays a link that you can click to display a dialog which you can use to specify a list of items. When a field is evaluated using this operation, it is considered true if the field value appears in the list.

    This operation is only available if the field type is set to Supplier, Buyer, Coding field or Text field.

  • Not in list - Displays a link that you can click to display a dialog which you can use to specify a list of items. When a field is evaluated using this operation, it is considered true if the field value does not appear in the list.

    This operation is only available if the field type is set to Supplier, Buyer, Coding field or Text field.

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.