You can define conditions for each field group of a workflow step tab page. On workflow execution, if the field group conditions are:
You can define several conditions for a field group. The field group is only hidden or disabled if all conditions are met.
1. | Go to Data entry workflow > Design > Data entry workflow templates. |
2. | In the list, click the link of the desired data entry workflow template. |
3. | Click Edit. |
4. | In the Steps section, in the tree, select the desired field group. |
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Note: Make sure the Steps section is in edit mode. |
5. | Click the Details tab. |
6. | In the Conditions section, click Add. |
7. | Define the field which values you want to use to set a condition. |
  | In the Record field field, enter or select a value. |
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Note: You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown:
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8. | Define the range of values that define the condition. The field group is only hidden or disabled for the defined range of values. |
  | In the Range field, enter or select a value. |
9. | Define the result if the condition is met. You can:
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  | In the Condition action field, select an option. |
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Note: If several conditions are defined with different condition actions, and all conditions are met, the field group is hidden. |
Related to | Notes |
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Edit step field groups |
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Edit step field groups |
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