Workflow toolbar

When the Workflow tab is in edit view, a toolbar appears. You use the buttons on the toolbar to make changes to the workflow. For example, you can insert and delete tasks, add a stage, clear all entries, and so on.

The following table explains each button.

Add Task Row. Adds a new people task in the spreadsheet.
Add Approval Row. Adds a new approval task in the spreadsheet.

This option determines how Unica Marketing Operations behaves when adding new tasks.

Add Stage Row. Adds a new stage in the spreadsheet. Tasks are grouped in stages.
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Copy: copies the contents of the selected cells to the clipboard.
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Paste: pastes the contents of the clipboard, beginning at the selected cell.
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Paste Rows After: pastes the contents of the clipboard below the selected row.
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Mark as...: marks the selected task appropriately. For example, selecting Mark as Finished changes the status of the selected task to Finished. You can mark the task Skipped, Finished, Active, or Pending.
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Fill Down/Up: copies a cell’s values to a range of cells.
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Clear: erases all entries in the selected cell or group of cells.
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Clear Column: erases all entries in the selected column.
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Clear All: erases all entries in the workflow.
Move row up. Click to move the selected task or stage upward. If you move a stage, the associated tasks move with it.
Move row down. Click to move the selected task or stage downward. If you move a stage, the associated tasks move with it.


IBM Unica Marketing Operations
 
8.5.0
For more information, see our support and community site: Customer Central