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Editing Workflow Step Actions - File Note (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust Note-related step actions. Specifically, you can allow (or even require) users to add a note on this step. When a note is required, users can't advance to the next step in the workflow until the note is entered.

 

To do this:

  1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
  2. Click Settings for the matter type you want to set up a workflow for.
  3. Click Manage in the Workflow section. The Workflow page appears.

  4. In the Steps list (right side of the page), select the step you want to edit.
    The Edit workflow window appears. 

    NOTE:  To learn how to add a step, see Creating Steps For Your Workflow.

  5. In the Step actions section, toggle File note to on. A File Note section is added below.
  6. Toggle Required to on to require users to add a note.
  7. Optionally, in the Maximum length field, enter the maximum number of characters users can enter in the note.
  8. Click Save to save your changes.

 

Additional Resources:

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