1. Data Management
  2. Data Entry Workflow
  3. Design
  4. Design data entry workflow templates
  5. Set up workflow template step - Data entry

Edit step field groups

For a data entry step, for each tab page, use field groups to define how the data entry fields are grouped in the relevant section of the workflow task dialog. Each data entry field must be part of a field group.

On the workflow task dialog, a field group is shown only if it has at least one field set up in the data entry workflow template.

Usually, you create field groups when you select data entry fields with the 'Select fields' function.

To complete the field group setup for a tab page, you can:

  • Edit field groups.
  • Add field groups.
  • Set up conditions for each field group.
  • Review and edit the fields setup.


Designer (Data entry workflow) Designer (Data entry workflow) The Data entry workflow designer (DewDataEntryWorkflowDesigner): Enables the Data entry workflow setup. Designs and maintains data entry workflow templates. Manages data entry workflow template versions. Deploys data entry workflow templates. Start Start Edit field group details Edit field group details Usually, for a step of type: Data entry, you create field groups when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created field groups are added to the step tab page. Approval, You add field groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the selected field groups are added to the step tab page. You can edit the field groups for each step tab page. 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 field group. Note: Make sure the Steps section is in edit mode. 5. Click the Details tab. 6. In the Name field, type a value. 7. Sub-task: Use configurable label. 8. Click Select. 9. In the list, find and select the desired configurable label. 10. Click Select. 11. In the Arrange method field, select an option. 12. On the data entry workflow task dialog, you can show the fields of a field group in these ways: Standard: The fields are shown as individual fields. In each field, you can enter only one value. Grid: The fields are shown in a grid. You can enter several records in the field group. You can use a grid, for example, for a data entry workflow to create a customer or a vendor. In this case, you can use a grid to enter several types of contact information. In the Display mode field, select an option. Note: If you use a grid control for a field group: All fields of the field group must belong to the same workflow document record. Only add the grid field group to the tab page. You can only use grids for ten different tables in all data entry workflow templates. Reason: For grids, only ten temporary tables are available. If you use a grid for the same table in different workflows, only one temporary table is used. Several records can be created in only one table. You cannot create several records in the related tables as well. Add field group Add field group Usually, you create field groups when you select data entry fields with the 'Select fields' function. You can manually field groups to each step tab page. 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 tab page to which you want to add a field group. Note: Make sure the Steps section is in edit mode. 5. Click Add. 6. Click Field group. 7. In the Name field, type a value. 8. Sub-task: Use a configurable label. 9. Click Select. 10. In the list, find and select the desired configurable label. 11. Click Select. 12. In the Arrange method field, select an option. 13. On the data entry workflow task dialog, you can show the fields of a field group in these ways: Standard: The fields are shown as individual fields. In each field, you can enter only one value. Grid: The fields are shown in a grid. You can enter several records in the field group. You can use a grid, for example, for a data entry workflow to create a customer or a vendor. In this case, you can use a grid to enter several types of contact information. In the Display mode field, select an option. Note: If you use a grid control for a field group: All fields of the field group must belong to the same workflow document record. Only add the grid field group to the tab page. You can only use grids for ten different tables in all data entry workflow templates. Reason: For grids, only ten temporary tables are available. If you use a grid for the same table in different workflows, only one temporary table is used. Several records can be created in only one table. You cannot create several records in the related tables as well. Apply field group  conditions? Apply field group  conditions? Set up field group conditions Set up field group conditions You can define conditions for each field group of a workflow step tab page. On workflow execution, if the field group conditions are: Met, on the workflow task dialog, in the related section, the field group is hidden or disabled. Not met, on the workflow task dialog, in the related section, the field group is shown and enabled. You can define several conditions for a field group. The field group is only hidden or disabled if all conditions are met. 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 field group. Note: Make sure the Steps section is in edit mode. 5. Click the Details tab. 6. In the Conditions section, click Add. 7. Define the field which values you want to use to set a condition. In the Record field field, enter or select a value. Note: You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown: Document record: Only shows fields of a specific workflow document record. Step: Only shows fields of a specific step. From previous steps: If this check box is selected, only fields are shown that are defined for previous steps. 8. In the Range field, enter or select a value. 9. Define the result if the condition is met. You can: Hide the field group. The field group is not shown on the workflow task dialog, on the related tab page. Disable the field group. The field group is shown on the workflow task dialog, on the related tab page. However, you cannot edit it. In the Condition action field, select an option. Note: If several conditions are defined with different condition actions, and all conditions are met, the field group is hidden. Edit step fields

Edit step fields - Data entry

For each data entry field group, define the data entry fields. Each data entry field must be part of a field group.

Usually, you select the data entry fields with the 'Select fields' function.

To complete the fields setup for a field group, you can:

  • Edit fields.
  • Add several types of fields.
  • Set up conditions for each field.
  • Change the field sequence.

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Activities

Name Responsible Description

Edit field group details

Designer (Data entry workflow)

Usually, for a step of type:

  • Data entry, you create field groups when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created field groups are added to the step tab page.
  • Approval, You add field groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the selected field groups are added to the step tab page.

You can edit the field groups for each step tab page.

Add field group

Designer (Data entry workflow)

Usually, you create field groups when you select data entry fields with the 'Select fields' function.

You can manually field groups to each step tab page.

Set up field group conditions

Designer (Data entry workflow)

You can define conditions for each field group of a workflow step tab page. On workflow execution, if the field group conditions are:

  • Met, on the workflow task dialog, in the related section, the field group is hidden or disabled.
  • Not met, on the workflow task dialog, in the related section, the field group is shown and enabled.

You can define several conditions for a field group. The field group is only hidden or disabled if all conditions are met.

Edit step fields

Designer (Data entry workflow)

For each data entry field group, define the data entry fields. Each data entry field must be part of a field group.

Usually, you select the data entry fields with the 'Select fields' function.

To complete the fields setup for a field group, you can:

  • Edit fields.
  • Add several types of fields.
  • Set up conditions for each field.
  • Change the field sequence.

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