Tabs on Form Tab of Workflow Type Configuration

Use this tab to determine the labels for standard tabs and to add new tabs for the workflow type.

Tabs on Workflow

Use this grid to add, delete, or reorder the tabs in a workflow type.

Tabs on Workflow Grid

Grid Toolbar

Option	Description
Tabs on Workflow	Click the drop-down arrow to display the following options: Print — Select this option to display the Print Preview form. Export to Excel — Select this option to open the Microsoft Excel application with the grid’s contents displayed.
Insert	Click this button to insert a new row in the grid.
Move Up	Click this button to move the selected row one row higher in the grid.
Move Down	Click this button to move the selected row one row lower in the grid.
Delete	Click this button to delete the selected records.

The order in the grid determines the order of the tabs in the workflow type.

Grid Columns

Field Name	Description
Select	Select the check box for the tab you want to include in a workflow type. The tabs that you do not select are still visible in the Form Designer, but they do not display on the resulting workflow form. They are also not available as a tab on the Fields on form or Cost details on form tabs. You cannot clear the check box for the General tab or for any tab that has fields.
Tab Label	Enter a label for the tab. This will be used on the workflow type form.
Tab	This column displays a unique name for the tab. This is an internal name that PM Compass uses to uniquely identify each tab. The value for this column must be unique.
Tab Type	This is a read-only column that displays whether the tab is a standard type or a custom type.

What do you want to do?

Add a tab to a workflow type

Manage workflow types

Create a new workflow category

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