On creation of an approval step and the selection of the fields to be approved, you define the basic approval step setup. To complete the setup of an approval step:
Name | Responsible | Description |
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Start editing step setup |
Designer (Data entry workflow) |
Before you can start editing the step setup, you must switch the edit mode from the Windows diagram section to the Steps section. You can also switch the edit mode back from the Steps section to the Windows diagram section. |
Assign step to user, team, or role |
Designer (Data entry workflow) |
Assign each workflow step to the responsible user, team, or role. If no target company is defined for the data entry workflow, the company in which the workflow is started is the company in which the workflow is executed. In this case, you can assign a different user, team, or role for different companies. You can define conditions for each step assignment. An assignment with conditions is only applied to a step if all conditions are met. |
Define possible approval outcomes |
Designer (Data entry workflow) |
For each approval step, define which options an approver has when doing an approval task.
Note: By default, all approval result options are enabled. You can consider to disable some of these options. You are advised to always enable:
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Set up step conditions |
Designer (Data entry workflow) |
You can define conditions for each workflow step. On workflow execution, if the step conditions are:
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Set up Master data management integration |
Designer (Data entry workflow) |
You can create master records in the master data Management studio from a data entry workflow. If creating master records is enabled, and entered data is transferred to the target table, a master record is created for the applicable master data entity. Use the Master data management studio to further process the master record. For more information, refer to Master data management studio. You can only setup the creation of master records from a data entry workflow template:
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Edit step tab pages |
Designer (Data entry workflow) |
Each approval step must have at least one tab page. Use tab pages to define the sections that are shown on the workflow task dialog. On the workflow task dialog, a tab page is shown only if it has at least one field group with fields set up in the data entry workflow template. On creation of an approval step, automatically a default tab page is created for the step with the step name. Usually, tab pages are added automatically when you select the fields to be approved with the 'Select field groups' function. To complete the tab page setup for a step, you can:
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Set up post actions |
Designer (Data entry workflow) |
For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item. You can only define post actions for a step in one of these cases:
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