Customize steps

You can configure global settings for steps.

Prerequisite

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Portal > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Components on the Define modification set page.

  5. Click Edit Edit in the Steps row.

  6. Click Details. The Edit component page is displayed. Add or delete properties for processes, functions, and events and define their hierarchy.

  7. Optional: Edit the properties of processes, functions, and events.

    1. Move the mouse pointer over a property that you want to change.

    2. Click Edit Edit. The Select property template page is displayed.

    3. Enable the Custom layout. If you keep the System layout, the properties cannot be changed.

    4. Select a template from the Template list.

    5. Optional: Select the label position from the list.

    6. Optional: Click Browse to select an icon. The icon is displayed in front of the label.

    7. Click Reset Back. The Application management page is displayed.

  8. Click Reset Back. The Application management page is displayed.

You have configured the steps on the Component tab.

For the portal to be displayed with this modification set, you need to select the new modification set for display.