Configure properties of a workflow step

You can use the Properties tab in the Workflow Step window to provide general information about a workflow step.

To add general information to a workflow step:

  1. From the Workbench shortcut bar, select Configuration > Workflows.

  2. Open a workflow.

  3. Click the Layout tab.

  4. Double-click a workflow step.

  5. In the Workflow Step window, click the Properties tab and complete the fields on this tab.

  6. Click Save.