Workflow Step Field Groups - Freight Invoice

The Workflow Step Field Groups page allows you to place several fields into a group.

You can require a group to be completed (e.g., the fields in the group must be populated or edited) in order to proceed to the next step in a workflow.

Note

These are optional; most users do not create workflow step field groups.

Create or Edit Workflow Step Field Group

Click New to create a workflow step field group. Click Edit to edit a workflow step field group.

This opens a pop-up window that allows you to name the field group, add a description, and assign fields. 

You can make assigned fields editable, required, or both.

Delete Workflow Step Field Group

Select the desired record and click Delete to delete a workflow step field group.

Click OK on the confirmation pop-up window to confirm the deletion.




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