In D365 FO, the vendors setup has a complex data model and several related forms.

With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up vendors. You can use the wizard to configure an existing step.

You can split the vendor setup over several steps. For each step, you can use the wizard to configure the desired step field groups.

For example, split the vendor setup over these steps:

• Create vendor: Used to enter the main data of a vendor.
• Enter vendor addresses: Used to enter the address information of the vendor.
• Enter vendor contacts: Used to enter the contact information of the vendor.

Result

When you finish the wizard, based on your selections:

• The workflow document is created or updated. Note: The workflow is created only the first time you use the wizard for a data entry workflow template.
  In the workflow document:
  • For each applicable table, a record is added.
  • To each record, all fields of the related table are added.
  • All required table relations and field relations are set up.
• The selected field groups are added to the data entry workflow template. The field groups are added to the automatically created tab group of the configured step,
• To each added field group, the main fields are added.

Notes

Where desired, you can modify the generated data entry workflow template setup. For example, you can:

• Select step fields from the desired pages. Note: If you do so, in this case, the workflow document is not updated.
• Add additional fields from the workflow document.
• Add tab pages.
• Move a field group to another tab page using the Cut and Paste options.
• Set up conditions.