Configuring 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.

    The Workflow Workbench opens.

  2. Open a workflow.

    The Workflow window opens.

  3. Click the Layout tab.

  4. Double-click a workflow step.

    The Workflow Step window opens.

  5. Complete the fields on the Properties tab.

  6. Click Save.