If you’re current workers aren’t able to access a step, it may be that they’re not linked to a form. To link a form in Mosaic to the Portal, place it within a workflow step in Mosaic. Then:
Open Step definition editor.
Go to External System configuration then click Portal.
Check the Available box.
📌Note: To access the guide, you'll need to log in to the Customer Success Portal.
For more information, check out the Portal Guide, section 5.1.2 on page 38.
