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:

  • Workflow document record field.
  • Step fields. Note that you can change this default value for each step field.


Standard procedure

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.

Notes

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.

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