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Introduction
Creating workflow steps with customized names is a feature that clients use very frequently. In the case of the subcontracting module, contractors can make their custom names visible for external vendors easily, when assigning them to the workflow, but this requires administrative privileges and a couple of configuration steps.
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The Refer to option allows you to decide to which of your workflow steps this contractor’s workflow step should refer to. In general, if it is set up to Choose, the name of the step in the workflow will be the same as it is on the contractor side. Those steps (the ones with a red asterisk) are not active because the contractor has not sent off any project that includes those steps yet. |
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