Process Step Settings: User Interface

Step has these User Interface settings:

  • Step Layout (1) - by default displays details for Data Source object record process has been started at. Layout can be set different for particular steps in the proper way

Click "add" link (2) to open "Field Search" popup (3). Select necessary fields and click "Add" button (4). After popup close, remove unnecessary fields from the list by clicking "Delete" button (5) and change order of fields shown by moving them by clicking arrow buttons (6):

  • KanBan Card Settings - display several elements on kanban card depending on which fields are selected with checkboxes (7).  These settings applicable only to mobile version of the Task Manager.

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