In some cases, it can be useful to duplicate a field in a field group.
For example, in a data entry workflow, you want to enable entering:
When you duplicate a field, its settings are taken and shown in a dialog, where you can easily change the settings. For example, you can change the field name and range.
As a result,:
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, in the list, find and select the field that you want to duplicate. |
6. | Click Duplicate. |
7. | Define the name of the new record that is added to the workflow document. |
  | In the New document record name field, type a value. |
8. | Define the name of the new field that is added to the field group of the data entry workflow template. |
  | In the New field name field, type a value. |
9. | You can indicate if it is mandatory to fill in the new field when doing a related data entry workflow task. |
  | Select Yes in the Mandatory field. |
10. | Sub-task: Use configurable labels. |
10.1 | The default label that is used for the field is the label of the duplicated field. 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. |
10.2 | 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. |
10.3 | Click Select. |
10.4 | The default help text label that is used for the new field is the help text label of the duplicated field. You can apply a configurable help text label to be shown on the related data entry workflow tasks. |
  | Click Select. |
10.5 | 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. |
10.6 | Click Select. |
11. | Sub-task: Add and select ranges. |
11.1 | If the desired range does not exist, create a new range. |
  | Click New. |
11.2 | Define the field of the workflow document record that is used to define the range. For example, you want to enable entering contact information of different types. From the LogisticsElectronicAddress table, select the Type field. |
  | In the Record field field, enter or select a value. |
11.3 | Define the value to which the new field applies. For example, you want to enable entering contact information of different types. For the Type field, you can select, for example, Phone or Email address. |
  | In the Range field, enter or select a value. |
11.4 | Select the ranges that you want to apply to the new field. |
  | Select the Selected check box. |
12. | Click OK. |
Related to | Notes |
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Add field to field group |
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