To give you more flexibility and clarity, we’ve added the ability to customize how company names appear in workflows. Now, you can tailor the display to include the most relevant details for each task.
Key Benefits:
Customizable Format: Combine company name, type, reference, and/or description from master data.
Task-Specific Display: Configure different company name formats for different tasks within the same workflow.
Admin Control: Easily set this up in Workflow Model > Add Voyage Details > Field Name Configuration.
Example Use Cases:
Show Company Name + Reference for invoicing tasks.
Display Company Name + Type for compliance approvals.
Use Company Name + Description for internal reviews.
This update ensures users see the right level of detail—improving efficiency and reducing confusion.