To a data entry field group, you can add a field to upload a picture.
This picture field must be linked to a record table in the workflow document. When created, the picture field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the picture field settings in the workflow document.
You can select a picture field for approval in an approval step.
During or at the end of workflow execution, the entered data can be transferred to the target. If a picture is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management.
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 Picture field. |
7. | Link the picture field to a record table of the workflow document. This is the table to which a document management attachment is created on transferring data for a data entry workflow. |
  | In the Document record field, enter or select the desired record table. |
8. | In the Field name field, type a value. |
9. | You can indicate if it is mandatory to upload a picture when doing a related data entry workflow task. |
  | Select Yes in the Mandatory field. |
10. | Define the document type that is used to create a document management attachment for an uploaded picture. |
  | In the Attachment document type field, enter or select a value. |
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Note: You can only use document types with the 'Attach file' class. |
11. | You can indicate if, during data entry, several pictures can be uploaded for this picture field. If so, on the related data entry workflow task, below the picture field, a button is shown to add another picture. If you click the button, another instance of the picture field is added to the task. |
  | Select Yes in the Allow multiple attachment field. |
12. | Sub-task: Use configurable labels. |
12.1 | The default label that is used for the picture field is the defined field name. You can apply a configurable label to be shown on the related data entry workflow tasks. |
  | To use a configurable label for the field name, next to the Label field, click Overwrite. |
12.2 | You can use an existing or new configurable label. To use a new configurable label, first click New and fill in the fields. |
  | In the list, find and select the desired configurable field label. |
12.3 | Click Select. |
12.4 | For a picture field, by default, no help text label is used. You can apply a configurable help text label to be shown on the related data entry workflow tasks. |
  | To apply a help text label to the picture field, next to the Help text field, click Select. |
12.5 | You can use an existing or new configurable help text label. To use a new configurable help text label, first click New and fill in the fields. |
  | In the list, find and select the desired configurable help text label. |
12.6 | Click Select. |
13. | Click OK. |
Related to | Notes |
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Add field to field group |
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