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Configuring the layout
You can freely configure the available fields in the workflow and their layout. There is a global layout that is used for all steps for which have no specific layout.
Adjusting the header layout
The fields in the header area are arranged in a grid. Each row of this grid has twelve columns for the fields and the corresponding labels. The header area can have any number of rows.
You can configure where the fields are located in these rows and columns.
This is how it works
Navigate to the workflow settings.
Switch to the Layout perspective.
In the header area you can drag and drop new fields from the list at the top into free boxes in the grid. You can reorder existing fields by dragging and dropping them within the grid.
Use the gear icon to adjust the width of the field or to remove the field from the table.
Adjusting the layout of the line item table
You can adjust the order and widths of the fields in the line item table to suit your preferences.
This is how it works
Navigate to the workflow settings.
Switch to the Layout perspective.
You can add new fields by dragging and dropping them into free areas at the beginning or end of the list. You can reorder existing fields by dragging and dropping them.
Click the gear icon to adjust the width of the field or to remove the field from the table.
Specifying whether fields are visible and editable
For each step you can specify whether a field is visible, editable, or mandatory. At the line item level, the option Writable if verified is still available, which makes a field editable even if the line item has already been verified. This can be useful if you want the account assignment to still be editable during a final check by the accounting department.
Suppose you want the fields Vendor in the header and Order no. in the line items to be both visible and editable.
This is how it works
Navigate to the settings of the corresponding step.
Switch to the Fields perspective.
If the Vendor field does not already exist in the Header area, add the field to the list by clicking Add more fields.
In the Header area, in the row for the Vendor field, select the Visible and Writable check boxes.
If the Order no. field does not already exist in the line items area, add the field to the list by clicking Add more fields.
In the Line items area, in the row for the Order no. field, select the Visible and Writable check boxes.
Note
Some configurations for the field properties appear useful at first glance, but are actually problematic.
Example
The Verified field fulfills multiple functions: When users activate the corresponding check box, they confirm the factual correctness of a line item. The field also represents the PO-related correctness of a line item with PO reference. If a line item matches the PO, the configuration of Verified as a mandatory requirement prevents the workflow from continuing.
If you want to ensure that the factual verification is performed for all line items, use the voucher.verified? condition. If you want to ensure that the factual verification is performed for all line items or that the line items are considered correct with regard to the PO, use the voucher.matches_po_or_verified? condition. For more information, see Information about objects and fields.