When creating a workflow, 5 standard steps are included. However, from CXO version 23.3.2 and later, users can customize the closing steps as required as long as at least one step is being included.
Administrators can create and customize sequential steps for approval. They can choose the title to the steps, alter the number and order of steps, and delete steps, to match the financial closing process.
If a workflow is in progress, you can only edit future runs of that workflow
Users can alter at which step which part of the status icons will be turning green to indicate completion.
When a new step is added to an existing workflow, the step owner and due date for the step have to be added on the next screen:
