Summary
The Step Name is one of 2 required settings, along with the Step Type. It is meant to provide a meaningful title to the step to inform both site administrators building workflows and assignees interacting with an entry workflow in several areas of your website.
Where Step Names Appear in Gravity Flow
| Location | Description |
|---|---|
| Workflow Steps List (Form Editor) | Displayed in the Workflow box if it’s the current step. It may also appear in the timeline if the step was completed or accessed via “Send to Step”. |
| Entry Detail Screen | Shown as a default column on admin and front-end Workflow > Inbox and Workflow > Status pages. Also appears in the status filter bar. |
| Inbox / Status Pages | The activity log shows the step history as entries move through the workflow. |
| Exported Entries | Step names are included as column headers when exporting entries via the Forms > Import/Export menu. |
| Reports | Appears as a selectable filter in the Reports filter bar. |
| Workflow Activity Panel | Displayed in the activity log, showing the step history as entries move through the workflow. |
What Makes a Good Step Name?
Something short and sweet to uniquely identify this step. We recommend a maximum of 3-4 words focusing on what task will be accomplished by completing the step. For interactive steps, it should be something that will help users who might gloss over your well-written notifications or instructions as to the primary task for them. Non-interactive steps might include details about which system(s) are involved in the automation or the type of data being sent or modified.