Navigation:  Admin Panel > Processes > Process Steps > Internal action >

General Settings

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Click on the title 'General Settings' to define the General Settings for this Step.


Step Name : Fill in the Step Name. This entry is shown in the Ticket Overview page.
Type : Select 'Internal action'
Action : Select the internal Action that you want to perform when this step is started. Options are:

       - Add person to person group

 - Remove person from person group

Visible For : Select the Roles that are allowed to see this step on the Overview Page. Select 'All' to select all roles, or define individual roles.
Admin documentation : this text area allows the administrator to enter any text, that explains how the process works. This information is never shown to the end user. If anything is entered, an icon is added to the step in the first tab. On mouse-over, the test is displayed.

Use the save button to save the changes, or use the cancel button to discard any changes.