Template Step Settings

While in the Design mode, select the Template Step to view the Step Settings in the right panel:

The following settings are available in Template Steps:

Setting	Description
Template	Change the template for the selected step(s).
Deny the responsible to update the form	Change object values for the selected step(s).
Status Tracking	Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.
Due date	Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).
Step Instruction	Insert a step instruction.
Template Instruction	Associated with the template and will be visible when opening the template. Bizview creates a button in the ribbon called "Instructions", which the end-user clicks to see the Template Instructions.
Selection Pane Visibility	Bizview automatically evaluates if the selection pane should be shown or not. If a selection pane exists, it will be always shown.
Doer	Select a Doer for the step.
Responsible	Select a Responsible for the step.
Step Format	Specify how the steps should be presented. The following formatting tags are available: $TEMPLATE, $TEMPLATE_TYPE, $TEMPLATE_DESCR, and $DUE_DATE for dynamic presentation.