Specifies the type of the workflow step. Function steps are used to primarily process reports or table exports. Manual steps can be used to document manual actions that are not (yet) automated.
Field
Description
Specifies the description of the workflow step.
Field
Links
Specifies the number of links that are configured in the workflow step.
Field
KPIs
Specifies the number of KPIs that are configured in the workflow step. Select the link to make changes.
Field
All Companies Mandatory
Specifies whether all companies in the workflow must meet the selection filter in order to process the step.
Field
Start Automatically
Specifies whether the workflow step is set up to be started automatically.
Field
Process Automatically
Specifies whether the workflow step is set up to be processed automatically.
Field
Manual Filters
Specifies whether the report in the workflow step is set to be processed with manual filters.
Action
Card
Open the card to view or edit the selected step.
Action
Select and Insert
Add a new workflow step. Choose from the functions and function groups added to this workflow or from all manual steps regardless of workflow.
Action
Renumber Steps
Renumber the steps in the workflow from step 1 and up. This is useful when steps has been removed and left gaps in the step numbers.