--- title: "Set up Data entry workflow parameters" slug: "set-up-data-entry-workflow-parameters" description: "Set up Data Entry Workflow parameters, including approvals, change management, and number sequences, to streamline your data entry process effectively." tags: ["Task topic"] updated: 2026-07-03T13:37:43Z published: 2026-07-03T13:37:43Z canonical: "docs.staedean.com/set-up-data-entry-workflow-parameters" --- > ## 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. # Set up Data entry workflow parameters Before you start using Data Entry Workflow, set up the data entry workflow parameters. Besides the general parameters, define parameters for: - Approvals - Change management - Number sequences ### Steps 1. Go to **Data entry workflow** > **Setup** > **Data entry workflow parameters**. 2. Sub-task: Set General parameters. 1. For each step of a data entry workflow template, you can define the time limit. Based on the applicable calendar and the defined time limit, the due date/time for related workflow tasks is calculated. If no calendar is defined in **Calendar** field, a 24/7 calendar is applied. You can apply another calendar. In the **Calendar** field, enter or select a value. 2. For a started data entry workflow, the entered data is stored in a staging table. For a workflow template step, you can indicate if data must be transferred from the staging table to the target table (**Transfer to target** field). Each workflow template step, results in a workflow task. If for a workflow template step **Transfer to target** is **Yes**, and a related workflow task is completed, the data entered so far, is moved from the staging table to the target table. To move the data from the staging table to the target tables, a service account is needed. This service account must have rights to write data to the applicable target tables. In the **Service account** field, enter or select a value. 3. If you cancel a data entry workflow, you can enter a comment. The note is created as an attachment to the workflow, using **Document management**. See also: [Cancel data entry workflow](/data-management/docs/cancel-data-entry-workflow). In the **Cancel document type** field, enter or select the document type for the cancel note attachment. 4. You can allow a parent role to perform workflow steps that are assigned to its child roles. If enabled, users with the parent role can also perform steps assigned to the child roles. If disabled, only users assigned to the specific child role can perform the step. Select **Yes** or **No** in the **Allow parent role access to steps assigned to child roles** field. 5. You can control whether users can create a new workflow record by copying data from an existing record. If **No**, users can create a record from a blank form or from an existing record. If **Yes**, users can only create a new record using the selected data entry workflow template. The choice between a blank form and an existing record is removed from the record creation dialog. See also: [**Start workflow**](/data-management/docs/start-workflow). Select **Yes** or **No** in the **Block create from existing record** field. 3. Sub-task: Set Approval parameters. 1. Click the **Approvals** tab. 2. If you delegate a workflow approval task to another person, you can enter a note. The note is created as an attachment to the workflow task, using **Document** **management**. In the **Delegate document type** field, enter or select the document type for the delegate note attachment. 3. If you reject a workflow approval task, you can enter a note. The note is created as an attachment to the workflow task, using **Document management**. In the **Reject document type** field, enter or select the document type for the reject note attachment. 4. Sub-task: Set change management parameters. 1. Click the **Version management** tab. 2. Enter a descriptive name of the current environment. Usually, the environment name is used. This description is used on check in/out. So, in workflow template change management, a descriptive name is shown instead of the GUID that is shown in the **Environment ID** field. In the **Description** field, type a value. 3. You can activate change management for workflow templates. If active, you can add workflow templates to change management. So, change management is only applicable to the workflow templates that you added to change management. Select **Yes** in the **Active** field. 4. To access an Azure file share, the operator name is the name of the applicable Azure Storage Account. In the **Operator name** field, enter the user name to be used to access the Azure file share. 5. To access an Azure file share, the password is the key of the applicable Azure Storage Account. In the **Password** field, enter the password to be used to access the Azure file share. 6. In the **Windows** **share** field, enter the UNC path to the applicable Azure file share. 7. If change management is active, define the folder where the change management files are stored. This is a folder in the file share as defined in the **Windows share** field. Make sure, the folder exists in the file share. In the **Shared path** field, enter or select a value. > [!NOTE] > **Note** > > For change management, to work properly, the file share and **Shared path** must be the same for all environments between which workflow templates must be synchronized. 8. You can use the **FileREST API** to connect to the Azure file share. If **Yes**, the API is called automatically by **Data Entry Workflow**. Select **Yes** in the **Storage access via API** field. 5. Sub-task: Set number sequences. 1. Click the **Number sequences** tab. 2. You can define a number sequence for data entry workflow templates. You can use a number sequence that allows manual entry of a workflow template identification. In the **Number sequence code** field, enter or select a value. 3. You can define a number sequence for configurable labels. You can use a number sequence that allows manual entry of a configurable label identification. In the **Number sequence code** field, enter or select a value. 4. Define a number sequence for data entry workflows. You cannot use a number sequence that allows manual entry of a workflow identification. In the **Number sequence code** field, enter or select a value. 5. Define a number sequence for data entry workflow migration sessions. This number sequence is used to create IDs for workflow migration sessions. You cannot use a number sequence that allows manual entry of a workflow migration session identification. In the **Number sequence code** field, enter or select a value. 6. Close the page. ## Related - [Set up configurable labels](/set-up-configurable-labels.md) - [Start workflow](/start-workflow.md) - [Cancel data entry workflow](/cancel-data-entry-workflow.md)