> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/workflow-manager/configuring-a-step.md).

# Configuring a step

A step is only useful if the right person can complete it, at the right time, with the information your team needs. When you open a step in the OrderEazi workflow editor, you set who can complete it, what it asks for, who's told, and what happens when it's done.

### Before you start

You'll need the **Workflow Manager** permission, in the **Settings** permission group. Double-click a step in the editor, or right-click it and select **Edit**, to open it.

### The top of the step

* **Displayed Name:** What users see on the project and in its history. Use an action, such as "Approve Order".
* **Action Type:** For a System Action, which action it is. See [Step types](/central/order-management/settings/workflow-manager/step-types.md).
* **Move Project to Section:** For a Status Change, the workspace section it moves the project into.

### The tabs

Which tabs appear depends on the step type.

* **Condition Setup:** For a Condition, the **Condition Question** and at least two **Condition Paths**, such as "Yes" and "No".
* **Data Fields:** What the user must fill in to complete the step, such as a reference number or a file. Field types include text, number, date, file, yes or no, email, multiple choice, checkboxes, and a project field. Tick the red **\*** to make a field required.
* **Access:** The **Users** and **Roles** who can complete the step. If you leave both empty, only administrators can complete it. Administrators can always complete any step.
* **Alerts:** Who's emailed when the step is completed: the sales rep, other users or roles, and the client. Also, who gets a request when the step becomes the current one, and a WhatsApp message on completion if your organisation has WhatsApp. See [Managing Messaging for Workflow](/central/order-management/settings/workflow-manager/managing-messaging-for-workflow.md).
* **Documents:** A document to create when the step is completed, under **Generate Document**, and the documents the step unlocks, under **Unlock Documents**.
* **Automation:** Complete the step automatically when a chosen document is created. With the Job Cards add-on, complete it when a job callout is signed off.
* **Settings:** Reset the project's ageing, set a custom status on the project, add a tag when the step is completed, or send an "Action Completed" webhook. For an Order Approval step, also choose **Create Sales Order automatically**.
* **Custom Validation:** Ask another system to check the project before the step can be completed. See [Custom Validations](/central/order-management/settings/workflow-manager/custom-validations.md).

Select **Save** to keep your changes, then **Save** in the editor's toolbar to save the workflow.

**Example:** You want accounts to confirm deposits. On a "Deposit received" step, you add a required **Data Fields** entry called "Proof of payment" of type File, give the Accounts role **Access**, and set **Alerts** to email the sales rep when it's done. Under **Unlock Documents**, you choose the purchase order, so nobody orders stock before the deposit is in.

### Custom status

Under **Settings**, **Project custom status** puts a status on the project when the step becomes current, such as "Awaiting artwork". Tick **Keep this status until another action sets a new one (sticky)** to keep it until a later step changes it. Otherwise it clears when the step is done.

### When a step is incomplete

A step with something missing, such as no name or no one in **Access**, shows a red ring in the editor. Hover over it to see what's wrong. The workflow won't save until it's fixed. See [Saving and validating](/central/order-management/settings/workflow-manager/saving-and-validating.md).

### Related pages

* [Workflow documents and document settings](/central/order-management/settings/workflow-manager/workflow-documents-and-document-settings.md): the documents steps unlock
* [Projects](/central/order-management/projects.md): what users see when they complete a step