Process Steps Settings Overview
Step settings and properties are available on Process Builder. To see them click on step shape (1) - sidebar (2) will appear.
Sidebar contains several sections. Click on their headers to expand/collapse them. For quick navigation use the dropdown menu (3):
Step Settings Sections:
- Properties - edit basic step properties.
- Time - manage step duration.
- User Interface - configure step layout, details tabs, Kanban (Task Manager) card settings, etc.
- Notifications/Progress Component Settings - configure and manage notifications, system and custom buttons and set additional access.
- Rules - configure rules that step should match to be proceeded.
- Checklist Items/SOPs - configure step checklist.
- Actions - manage step actions.
- Connectors - manage connections between steps.
- Responsibility Override - configure assignee for current step (this will override Responsibility settings).
- Custom Data Fields - configure custom data fields and connection points.
- Connection Points - configure connections that allow user to link different processes (not sub-processes).Section is available from version 6.0 .
- Reminders - configure notifications that will remind user(s) about something based on event of reaching of some date & time.
- Escalations - configure escalations that will re-assign step to other assignee(s) on event of reaching of some date & time.
- Reference Material - attach additional files to step.
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