Step 2 of the Add Workflow Policy Wizard is to complete the four steps of the Step Policy Wizard which maps fields in each workflow step, if desired, to an ITX form template.
Once you complete the steps in the Step Policy Wizard, you return to this page (Define Step Map) where you can add toolbars and toolbar functions to each page of the workflow from the Advanced options page. Advanced options are not available for steps that have no map. Details are outlined below.
NOTE Multi-select actions work only when the same ITX form template is used for multiple steps.
NOTE Advanced options are not accessible until you complete a step map.
To choose which pages of an ITX form template are available for each step, specify toolbar button settings, custom commands, and configure layout options, click Advanced Options. See Define Step Map - Advanced Options for details on these settings.
Return to Create a Workflow Policy.