---
title: "Do workflow task"
slug: "do-workflow-task"
description: "Manage your Data Entry Workflow tasks efficiently, from data entry to approval and duplicate evaluation, ensuring smooth execution and data integrity."
tags: ["Task", "Data Entry Wokflow", "DEW"]
updated: 2026-09-23T08:28:37Z
published: 2026-09-23T08:28:37Z
canonical: "docs.staedean.com/do-workflow-task"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Do workflow task

If a data entry workflow task is assigned to you, you can do the task.

The purpose of a data entry workflow task can be:

- Data entry
- Approval
- Possible duplicates evaluation

## Data entry

You can use a data entry workflow task for several purposes. This table explains the purposes:

| Purpose | Description |
| --- | --- |
| Enter data | Fill in a set of fields as defined for the related step in the data entry workflow template. If a grid is shown, you can enter several records. > [!NOTE] > **Note** > > - If the task is to enter customer or vendor details for a new customer or vendor record, you can use the **Name** field to select a party that is already defined in D365 F&SCM. The party address details are automatically copied to the new customer or vendor record. > - If the task is to delete a record, you cannot fill in any fields. > - On a workflow task dialog, if the display mode is **Grid**, when you enter data for: > - Addresses, you can enter several addresses for different address purposes. You can mark one address as the primary address. > - Contact information, you can enter several contact information lines for different types and purposes. You can mark several contact information lines as primary. |
| Review data | Review or reconsider a filled in value for which an approver did a change request. |
| Complete task | Complete the data entry workflow task. Based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment. > [!NOTE] > **Note** You can only complete a workflow task if all mandatory fields are filled in. |

## Approval

You can use an approval step for several purposes. Depending on the step setup in the related data entry workflow template, you can have these options:

| Option | Description |
| --- | --- |
| Edit | For an approval step, on the data entry workflow template, updating fields can be allowed. If so, as an approver, you can change field values directly on approval tasks. |
| Approve | The approver can approve by field or approve all fields at once. If a grid is shown, you only can approve by grid record. If you approve the full approval task, the position of the approval step in the workflow defines the next action. If the approval step is: - The last step in the data entry workflow, the workflow is ended, and the entered data is transferred to the target tables. - An intermediate approval, based on the setup of the related data entry workflow template, the next workflow task is created with the applicable assignment. > [!NOTE] > **Note** > > - If the task is to approve a record deletion, you can only approve the full task. If approved, the record deletion confirmation message appears. Once confirmed, the record is deleted permanently, and the workflow task is finished. > - You can not approve a single field if it is marked as **Non-editable** in an earlier data entry step. |
| Change request | The approver can approve or request a change by field. For each change request, the approver can enter a comment to explain the requested data change for the field. If for a field a change is requested, the **Change request** button becomes available. If the approver clicks the **Change request** button, a workflow task is reactivated so the field can be corrected. By default, the task is reactivated at the step where the field was initially filled in, and it is assigned to all users configured for that step. Depending on the setup of the approval step in the data entry workflow template, this can differ: - If the field is editable in a later step and the approval step is set up to route change requests to the latest editable step, the task is reactivated at that later step instead. - If the approval step is set up to assign change requests to the original submitter, the task is assigned only to the user who originally completed the step. Email notifications follow the same assignment. > [!NOTE] > **Note** > > - If the task is to approve a record deletion, you cannot request a change. > - For details on configuring change request assignment and routing, see [Create workflow template step - Approval](/data-management/docs/create-workflow-template-step-approval). > - If for a customer or vendor, several addresses or contact information lines are entered in a grid, you can create a change request per address or contact information line. > - You can not request a change for a single field if it is marked as **Non-editable** in an earlier data entry step. |
| Delegate | The approver can assign the approval task to another user. |
| Reject | The approver can reject all fields at once. As a result, the data entry workflow is canceled. So, no next workflow task is created. |

## Possible duplicates evaluation (fuzzy duplicate check)

During data entry workflow execution, for a fuzzy duplicate check step, the fuzzy duplicate check is done automatically. As a result of the fuzzy duplicate check, it can be that:

- No possible duplicates are found. In this case, when the fuzzy duplicate check is finished, the data entry workflow is continued automatically.
- Possible duplicates are found. In this case, the assigned user gets a task to compare the entered data with the found possible duplicates. Based on the fuzzy duplicate check setup, each of the found possible duplicates gets a score. This score indicates to what extent the entered data is a duplicate.

> [!NOTE]
> Note
> 
> If for a customer or vendor, several addresses or contact information lines are entered in a grid, these are checked separately. For example, if the first address is a possible duplicate, a task is created to check the address. When approved or rejected, the fuzzy duplicate check continues with the second address, and so on.

Depending on the fuzzy duplicate check step setup, when possible duplicates are found, you can have these options:

| Option | Description |
| --- | --- |
| Approve | You can approve that the newly entered data is not a duplicate. When you click **Approve**, the data entry workflow is continued. |
| Delegate | You can assign the possible duplicates evaluation task to another user. |
| Reject | You can reject the newly entered data because it is a duplicate. When you click **Reject**, the data entry workflow is canceled. |

## Steps

1. Click **Data entry workflow management**.
2. Click the **Open tasks** **assigned to me** tab.

> [!NOTE]
> **Note**
> 
> Only open tasks created in legal entities you have access to are shown.
3. Sub-task: Do a data entry task.
  1. In the list, find and select the desired data entry task.
  2. Click **Open**.
  3. Fill in the fields and click **Complete**.

> [!NOTE]
> Note
> 
> Instead of **Complete**, you can also choose:
> 
> - **Save and** - **Keep assignment**: The entered data is saved and the workflow tasks stays in your **Open tasks assigned to me** list.
> - **Save and** - **Unassign**: The entered data is saved and the workflow tasks is removed from your **Open tasks assigned to me** list.
4. Sub-task: Do an approval task.
  1. In the list, find and select the desired approval task.
  2. Click **Open**.
  3. Review the data of the shown fields and choose the desired approval option (see section [Approval](/data-management/docs/do-workflow-task#approval)).

> [!NOTE]
> **Note**
> 
> - If updating fields on approval is allowed for the approval step, you can also change field values.
> - You can also choose:
>   - **Save and** - **Keep assignment**: The entered data is saved and the workflow tasks stays in your **Open tasks assigned to me** list.
>   - **Save and** - **Unassign**: The entered data is saved and the workflow tasks is removed from your **Open tasks assigned to me** list.
5. Sub-task: Do a fuzzy duplicate check task.
  1. In the list, find and select the desired approval task.
  2. Click **Open**.
  3. Review the possible duplicates.
  4. If merge fields are defined in the duplicate check setup, you can merge selected values. In the **Duplicates found** section, click **Proceed to merge**. Select the field values to be merged, and click **Merge**. As a result, the selected duplicate values are copied to the current record.
  5. Choose the desired fuzzy duplicate check option (see section: [Possible duplicates evaluation (fuzzy duplicate check)](/data-management/docs/do-workflow-task#possible-duplicates-evaluation)).

> [!NOTE]
> Note
> 
> You can also choose:
> 
> - **Save and** - **Keep assignment**: The entered data is saved and the workflow tasks stays in your **Open tasks assigned to me** list.
> - **Save and** - **Unassign**: The entered data is saved and the workflow tasks is removed from your **Open tasks assigned to me** list.

> [!NOTE]
> **Notes**
> 
> - Doing a workflow task, you can save the data that you entered. You can also save the field approval selections and related comments. If you save the workflow task, you have these options:
>   - Keep the task assigned to yourself. You can, for example, do so if you want to continue entering data at another moment.
>   - Unassign the task. You can do so if the data entry workflow step is assigned to other users as well or to a role or team. You can, for example, do so if you want others to continue entering data for the workflow task.
> - If you complete or save a data entry workflow task, the entered data is stored in a staging table.
> - Doing a data entry workflow, an earlier entered value of a field can be changed. If so, on a workflow task, the **Field value history** button ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(5).png) is shown next to the field. This button is shown only the next time you open the task or for the next task with the same field. If you click this button, a drop-down list is opened. It shows all previous values that were entered for the field.
> - If you complete a data entry workflow task for which **Transfer to target** is enabled or if you do the last workflow task (usually an approval), the data is transferred from the staging table to the applicable target tables.
> - For each workflow task, you can create attachments. You can use these attachments to provide additional information related to the created or edited record. To create or add an attachment, on the workflow task dialog, click **Attachment**.
> - If you work on a data entry workflow task, your browser or browser tab can close (un)intentionally before you finish the task. In this case, the task remains assigned to you. You can reopen it from the **Open tasks assigned to me** tab of the **Data entry workflow management** workspace.
> - When you hover over a lookup field value on a workflow task, a tooltip shows the key details of the selected record, consistent with the standard hover behavior in Microsoft Dynamics 365 Finance & Supply Chain Management.

## Related

- [Fixed asset numbers in a data entry workflow](/fixed-asset-numbers-in-a-data-entry-workflow.md)
- [Country-specific address fields in data entry workflow tasks](/country-specific-address-fields-in-data-entry-workflows.md)
- [Use data entry workflow to delete records](/use-data-entry-workflow-to-delete-records.md)
- [Change requests](/change-requests.md)
- [Tax exempt numbers in a data entry workflow](/tax-exempt-numbers-in-a-data-entry-workflow.md)
- [Data quality studio integration](/data-quality-studio-integration.md)
- [Multi-table grid in a data entry workflow](/multi-table-grid-in-a-data-entry-workflow.md)
- [Product attributes in fuzzy duplicate check](/product-attributes-in-fuzzy-duplicate-check.md)