Edit step setup

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 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.

When a fuzzy duplicate check step is done, possible duplicates can be found. In this case, the assigned user gets a task to compare the entered data with the found possible duplicates.

For each fuzzy duplicate check step, define which options a user has when possible duplicates are found.
You can enable these options on the task dialog:

• Approve: Adds an Approve button. Result: You can approve that the newly entered data is not a duplicate. When you click Approve, the data entry workflow is continued.
• Delegate: Adds a Delegate button. Result: You can assign the possible duplicates evaluation task to another user.
• Reject: Adds a Reject button. Result: You can reject the newly entered data because it is a duplicate. When you click Reject, the data entry workflow is canceled.

Note:

You are advised to always have these options enabled:

• Approve
• Reject

You can define conditions for each workflow step. On workflow execution, if the step conditions are:

• Met, the step task is created and assigned.
• Not met, the step task is created and skipped.

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:

• If the Master data management studio is installed on the same environment as Data entry workflow.
• For steps for which Transfer to target is enabled or for the last step of the data entry workflow template. 

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:

• The step is the last step of the data entry workflow template. The defined actions are done when the workflow is finished.
• For the step, the Transfer to target field is set to Yes. The defined actions are done when entered data is transferred to the target.