For each approval step tab page, you can select the fields to be approved.

To add fields to be approved, you can use existing field groups from previous steps in the same data entry workflow template.

If you add a field group:

  • An approval field group is created with the same name.
  • All fields of a selected field group are added to the new approval field group.

Note:

  • On the field group selection page, for each field, a separate record is created in the right (selection) pane. Each field record indicates both the tab page and the field group to which the field belongs.
  • You can remove individual fields from the selection before you save the selection and close the selection page.


Standard procedure

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 tab page.
5. Click Select field groups.
6. In the Select step field, select the step from which you want to add a field group.
7. In the tree, select the desired field group.
8. Click Add field group.
 

Note: You can only add field groups.

9. Click Save.
10. Close the page.
Related to Notes

Edit step field groups

 

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