Due to popular demand, we’re making some changes to the enhanced workflow timeline to further improve the filing experience. These changes are expected to be released on Tuesday, 2/27 or Wednesday, 2/28.
As before, please note that customizing the timeline is an administrator right.
These changes include the following:
- Setting up the timeline in a central place: Now you can access the customization area by clicking your username in the top right corner of the screen, clicking Setup, then clicking System Settings and then Filing Steps Timeline.
- Hiding steps: now you can hide a system step, if needed. If there’s a system step that’s not being used by your team, you have the option of hiding it from the workflow timeline.
- Adding OR conditions: When creating or editing a custom workflow step, you ave the option of making the step display conditionally. You can now add ‘or’s to the conditions. For example, you can have a step display when the state is ‘GA’ or ‘FL’.