If the full setup of a data entry workflow version is finished, to apply it, make the version active.

You can only get a data entry workflow template version activated if these conditions are met:

• Each step has at least one assignment.
• Assigned users are enabled.
• Assigned teams:
  • Are active.
  • Have at least one effective member that is related to an enabled user.
  • Have a team type for which the Team members must be users in the system check box is selected.
• For each approval step, on the Outcome tab:
  • The Approve field is set to Yes.
  • One of these fields is set to Yes: Reject or Change request.
• Each step has at least one field.
• Organization assignments of the steps are in line. If the first step has a specific organization assignment, the next steps must have the same organization assignment or no organization assignment.
• Each mandatory field of the used tables is:
  • Added to the workflow document.
  • Configured to get a value in one of these ways:
    • It is used as a data entry field in the workflow template.
    • It has a default value set in the workflow document.
    • It has a parent that sets its value.
• For grid controls, the fields that are used in the grid are:
  • Part of the same workflow document record.
  • Not a Document attachment field or a Picture field.

Standard procedure

1.	Go to Data entry workflow > Design > Data entry workflow templates.
2.	In the list, find and select the desired workflow template.
	Note: If you want to activate another workflow template version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Versions tab, click Versions. On the dialog, select the desired version and click OK.
3.	On the Action Pane, click Versions.
4.	Click Activate.
5.	Click OK.
	Note: You can schedule when the workflow template version must be made active. On the dialog, expand the Run in the background section and enter the desired settings.
6.	Close the page.

Notes

• You cannot change an active workflow template version.
• If you activate a workflow template version and another version is currently active, this other version is automatically deactivated.
• You can deactivate an active workflow template version manually. To do so, follow the same steps as for activation. For active versions, the Activate button is replaced with a Deactivate button.
• You cannot change a deactivated workflow template version with data entry workflows initiated. In this case, if you want to change the workflow template, create a new version.