NOTE: Users will need the permission "Configuration: Change Control" to perform these steps.

In the Change Control Category configuration, you will have the opportunity to add fields to a stage. This comes after you have built out your stage/transition process.

Included under each stage you will see "mceclip0.png" button:

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When you click on this button you will see a window that offers you 3 options:

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1. Add Plain Text/Instructions - this will allow you to add just that. It will be a text box that you can add instructions on what needs to be done within the stage or any other applicable information.

2. Add an Account Custom Field - this will allow you to add one of the account custom fields that you created. You can only add an account custom field one time to each Change Control category:

3. Add a Stage Custom Field - this allows you to add a specific field that will only be used in this stage in this category. This is the same process as creating an account custom field:

Need Help? Click: (How to Create Account Custom Fields for the Change Control Module)

 

 

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