Basic details
This section contains the formatting and visibility settings of a button.
Field | Description |
Name of the button* | The name for the button |
Choose color | The color for the button |
Select button type | The type of the button |
Select button size | The size of the button |
Select action that happens on button click | Select an event that should occur on clicking the button |
Users who will see this button | Select the users for whom this button is to be visible |
Users who have started the following steps | Select the initiator of the next step (Applicable when the next step is to be assigned to a user/role assigned to a previous step) |
Enable users to provide remarks at click of this button | Turn on the toggle switch if you want to allow the assignees to enter remarks on clicking the button |
So let's say we want to add an Approve button for the Manager at step 2. The Basic Details for this button would be:
As you can see, there are 4 important details for the Approve button.
It is self-explanatory that we have selected the Name of the button as Approve
On clicking the Approve button, the flow will continue and the next step will be assigned to the Department Head in the next step. So for Select action that happens on button click, we have selected Continue workflow so as to move the flow to the next step.
The Approve button is to be assigned to the Manager. The role Manager belongs to Company defined role category. Hence, for Users who will see this button, we have selected Company defined role and for Select roles to whom this button will be shown, we have selected Manager.
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