Edit step field groups

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.

For a workflow approval step, define the fields to be approved.

For approval steps, you can:

• Add field groups with the 'Select field groups' function in the Workflow diagram section. So, you use the field groups as defined for the data entry steps.
• Manually create specific field groups for approval. This topic explains how to do so.

Note: If you manually create a field group for an approval step tab page, you must also manually add or select the fields for this field group.

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.

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.

If for a workflow approval step, the Approval configuration is 'Fields', you must define the fields to be approved.

The fields to be approved setup has the same elements as the data entry field setup:

• Tab pages: ...
• Field groups: Each field to be approved must be part of a field group. You can use existing field groups from data entry steps or add specific approval field groups.
• Fields: To each approval field group, add the desired fields to be approved. You can only add fields that exist in the applicable workflow document.