A data entry workflow template and its related workflow document are version-specific. If fields are selected for or added to a workflow template step, you can set version-specific default values for each field in the workflow document.
You can use version default values, for example, to set the value of fields that are not added to a workflow step.
When you define a default value, it is automatically set as default value for the related:
1. | Go to Data entry workflow > Design > Data entry workflow templates. |
2. | In the list, find and select the desired data entry workflow template. |
3. | On the Action Pane, click General. |
4. | Click Version default values. |
5. | Click Add default value to open the drop dialog. |
6. | In the Document field field, enter or select a value. |
7. | In the Default value field, type a value. |
8. | Click OK. |
9. | Close the page. |
When you define a default value for a field in the workflow document record details, this default value is automatically added to the related version default values.
Related to | Notes |
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Set up workflow template step - Data entry |
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