Steps Section of the Activity Form PageOverview Use this section to review existing activity steps and their status. You can customize the data columns in the Steps section to display percent complete and user defined fields. If you are the primary resource, you can report steps as completed and, depending on administrative and security settings, you can edit user defined fields associated with steps. Screen Elements Add Steps link Opens the add steps page. See Add Steps Page of the Activity Form Page. Add Steps from Templates link Opens a dialog box to search and select a template to apply. See Working with "Select a Value" Dialog Boxes for details of use of the dialog box. Step Name field The name of the step, which is unique to the activity. Step Weight field The weight associated with the step. The step weight indicates the step’s importance to the activity. The higher the value, the greater the importance. If no value is entered, a default value of 1 is entered. Step Weight Percent field The step weight as a percentage. (Step Weight divided by Sum of Weight for all steps) multiplied by 100. Step % Complete field The completed percentage for each step. Completed field The status of the step. Displays Yes if the step is complete and No if the step is not complete. Description field A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments. Getting Here From the Workgroup Workspace page:
From the Dashboards page:
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