- Data Management
- Data Entry Workflow
- Activities
For each data entry workflow template step, select the fields which data must be entered. Select the fields from the desired pages.
When you submit your field selection:
- A workflow template document is created.
- The first page from which you selected the fields is stored. A next time you select fields for any step of the data entry workflow template, this first page is automatically opened.
- The added tab pages are added to the step.
- The added field groups are added to the applicable tab pages.
- The selected fields are added to the applicable field group.