You can start a data entry workflow from the forms to which it applies.
Depending on the dynamic menu form setup of a data entry workflow template, you can start a data entry workflow to create or edit a record.
If you create or edit a record using a data entry workflow template, a workflow task dialog is opened based on the initial step setup.
When you complete the initial workflow task, based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment.
1. | Open the page from which you want to start a data entry workflow. |
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Note: You can only start a data entry workflow if:
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2. | On the Action Pane, click Data entry workflow. |
3. | Sub-task: Create blank record. |
3.1 | Click New record to open the drop dialog. |
3.2 | By default, in the Create from field, the 'Blank' option is selected. If 'Blank' is selected, you can apply a user template to create a record. |
  | In the Apply template field, enter or select a value. |
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Note: For more info on user templates, refer to Create a record template to facilitate data entry. |
3.3 | In the templates list, find and select the desired data entry workflow template. |
3.4 | Click OK. |
3.5 | Fill in the fields and click Complete. |
4. | Sub-task: Create record based on existing record. |
4.1 | You can create a record based on an existing record. |
  | On the page on which you want to create a record, in the list, find and select the desired existing record. |
4.2 | Click New record to open the drop dialog. |
4.3 | In the Create from field, select 'Existing'. |
4.4 | In the templates list, find and select the desired data entry workflow template. |
4.5 | Click OK. |
4.6 | Fill in the fields and click Complete. |
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Note: Except for the key fields of the record, the fields are already filled based on the selected existing record. |
5. | Sub-task: Edit record. |
5.1 | On the page from which you want to edit a record, in the list, find and select the desired record. |
5.2 | Click Edit record to open the drop dialog. |
5.3 | In the templates list, find and select the desired data entry workflow template. |
5.4 | Click OK. |
5.5 | Edit the desired fields and click Complete. |
6. | Close the page. |
Related to | Notes |
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Manage workflows |
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