Customizing the Workflow Form (Selecting Attributes for Quick Entry)

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The Workflow Form makes attributing your marketing spend quick and easy by requiring users to enter the details of their marketing activity as they create it. The Workflow Form can be customized to your organization’s marketing goals and key performance indicators to fit your needs.

  1. On the Home Tab, click the Master / Custom Settings hyperlink in the Edit Settings column
  2. Navigate to the Columns Tab in Template Setup section on the left.
  3. On the Columns Tab, click into the Manage for drop down menu and select Details Panel
    Note: You can only pull fields from the Details Panel onto the Workflow Form.
  4. Highlight the field(s) you would like to add to the Workflow Form and toggle the Enable Workflow on the Field Details side panel
    Note: The Workflow Form feature must be enabled in each Budget before the field selection can occur.
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