Add a batch workflow step

1. On the batch workflow record, click Edit on the action bar of the Step 2: Define the steps used to transition a batch from one status to another grid. The Edit batch workflow steps screen appears.
2. In the From status field, select the status the batch moves when the user performs the step. When necessary, you can add a new workflow status from this field.
3. In the Step name field, enter a unique name to help identify the workflow step.
4. In the To status field, select the status to which the batch moves when the user performs the step. When necessary, you can add a new workflow status from this field.
5. Click Save. You return to the batch workflow record.

 

 

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