Play Record pages and approvals

Record pages and approvals

A record's page, its workflow chips, responding to your step and the Activity Log.

What you will learn

  • What is a record page
    Read a record's number, status and actions, its workflow chips and its body.

  • Read the workflow chips
    Hover a chip to see its state and, on the current step, who it waits on, and select one to open the workflow panel.

  • Respond to your step
    Choose an outcome on a step waiting on you, on the record that a notification email opens.

  • Comment in the Activity Log
    Open the Activity Log to read the record's history and post a comment.