Use a data entry workflow to design a workflow that is applied when data is entered.
| 1. | Go to Data entry workflow > Design > Data entry workflow templates. |
| 2. | Click New. |
| 3. | In the Name field, enter the name of the data entry workflow template. |
| 4. | You can use Data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product. |
| In the Category field, enter or select a value. | |
| 5. | You can enter the version name for the first version of the data entry workflow template. |
| In the Version name field, type a value. | |
| 6. | You can enter a comment for the first version of the data entry workflow template. |
| In the Version comments field, type a value. | |
| 7. | You can define the company in which the workflow must be run. If you:
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| In the Target company account field, type a value. | |
| 8. | If you define a target company, you can start a data entry workflow from any company. If you start a workflow from another than the target company, you can have a message shown. The message indicates that the workflow is run in another company than where you start it from. |
| Select Yes in the Show confirmation field. | |
| 9. | Click Save and open. |
| 10. | Sub-task: Indicate if the data entry workflow template can be used to delete a record. |
| 10.1 | Enable record deletion in the data entry workflow template. |
| In the General section, select Yes in the Enable deletion using template field. | |
| 10.2 | Add a confirmation message to help prevent accidental record deletion by confirming the intent. This message appears when you start record deletion and when you approve record deletion. |
| In the Confirmation message field, type a value. | |
| 11. | Close the page. |
| Related to | Notes |
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Design data entry workflow templates |
