Field reference
Onboarding Step
How to use Onboarding Step in Navigation Setup: access, working steps, fields, related records and troubleshooting.
Purpose and access
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
This page is a record page in System Admin → Navigation Setup. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Title, Action.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Onboarding Step from System Admin → Navigation Setup, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Completeis_complete | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Skippedis_skipped | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Markdown Editor Optional | Complete the value according to the field label and the record’s validation rules. |
Intro Video URLintro_video_url | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Actionaction | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action Labelaction_label | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Documentreference_document | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Show Full Form?show_full_form | Check Optional | Show full form instead of a quick entry modal |
Show Form Tourshow_form_tour | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Form Tourform_tour | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Form Tour |
Is Singleis_single | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Reference Reportreference_report | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Report |
Report Reference Doctypereport_reference_doctype | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Report Typereport_type | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Report Descriptionreport_description | Data Optional | This will be shown to the user in a dialog after routing to the report |
Pathpath | Data Optional | Example: #Tree/Account |
Callback Titlecallback_title | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Callback Messagecallback_message | Small Text Optional | This will be shown in a modal after routing |
Validate Fieldvalidate_action | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Fieldfield | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Value to Validatevalue_to_validate | Data Optional | Use % for any non empty value. |
Video URLvideo_url | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Route Optionsroute_options | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.