View Step

The View BP record form contains read-only fields and options that are applicable in the View step. The form is divided into two panes- the left pane displays the main upper form and the line items associated with the record, the right pane displays additional tabs associated with the main form or line items. The main form is displayed on the left pane as the first tab, and each line item tab appears as subsequent tabs. You can resize the left and right panes using the Resize icon.

The main form contains Task Details and other informational blocks defined by your administrator. You can collapse and expand these blocks. The Task Details section of the form contains details of the assigned task and displays the following fields: From, To, CC (if applicable), Sent For, and Task Due Date (displayed if the task has an assigned due date). This section is not shown for users who have previously declined the task or are on the CC list.

The Attachments, Linked Records, General Comments, Linked Mail, Reference Records, Workflow Progress (displayed if user has permission to view progress), and Audit Log (displays only if user has the required permission) appears as tabs on the right pane. The information in these tabs is read-only.

Toolbar Option	Description
Accept	Accept a task. This option is displayed for workflow BPs. You may see this option if your non-workflow BPs is an I Step record.
Decline	Decline a task. This option is displayed for workflow BPs. You may see this option if your non-workflow BP is an I Step record.
Menu	The options displayed under this menu will vary based on the BP design. Add more assignees (Displayed for workflow BPs.) CC more users (Displayed for workflow BPs.) Review View Record location Auto-Create Export Line Item Template Email as Attachment Print - HTML, PDF and Custom Terminate Record Transfer Ownership Help Close
Edit	Edit non-workflow BPs. This option is displayed only if you have permission to edit.

See Also