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
- Smart Step Settings - Process Details section of Progress Component contains several tabs depending on what checkboxes is selected:
- Highlighted fields - additional fields of Data Source Object record that will be displayed on "General" tab of Progress Component, "General" tab of Kanban Card sidebar, step details at Planning Dashboard and Progress Dashboard.
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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