Usually, for each data entry workflow template step, you select the fields which data must be entered or approved.
You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document.
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. |
5. | On the Fields tab, click Add. |
6. | Click Field from document |
7. | In the Record field field, enter or select a value. |
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Note: In the lookup, by default, all workflow document fields are shown. You can use the filter options to limit the fields that are shown. |
Related to | Notes |
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Add field to field group |
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Edit step fields |
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