Use a data entry workflow to design a workflow that is applied when data is entered.
For each data entry workflow template, define the desired steps.
You can set up steps for these purposes:
Name | Responsible | Description | ||||||||
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Create workflow template |
Designer (Data entry workflow) |
Use a data entry workflow to design a workflow that is applied when data is entered. |
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Create workflow template version |
Designer (Data entry workflow) |
You can create a new version of a workflow template. You create a new version if , for example, the current version is active and you want to make some changes to the workflow template. If you create a new version, you can choose to:
Note: If you create a:
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Set up workflow template step - Data entry |
Designer (Data entry workflow) |
For each data entry workflow template, define data entry steps. Use a data entry step to enter a specific set of data during the workflow execution. The setup of the data entry fields has these elements:
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Set up workflow template step - Approval |
Designer (Data entry workflow) |
For each data entry workflow template, you can define workflow approval steps. Use an approval step to approve the data as entered during the workflow execution. The setup of the fields to be approved has these elements:
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Set up workflow template step - Fuzzy duplicate check |
Designer (Data entry workflow) |
In Data quality studio, you can set up and use a fuzzy duplicate check. This option checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. based on the comparison, a duplicate score is calculated. |
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Define to which forms a data entry workflow template applies |
Designer (Data entry workflow) |
Define the forms to which a data entry workflow template applies. As a result, you can start the data entry workflow from the defined forms Buttons to start a data entry workflowDepending on the dynamic menu form setup settings, these buttons are added to the form:
If you click one of the Data entry workflow buttons, a dialog is opened on which you can select the desired template and start the data entry workflow. Button styleUse the Style to define where and how the buttons are shown on the form:
Pending workflowFor each dynamic menu form setup record, you can define if a data entry workflow can be used to edit records. To edit a record, you can start a data entry workflow only if no pending data entry workflow exists for the record. To show if a pending data entry workflow exists for a record, to the applicable form, you can add:
Note: If you run a workflow in test mode, it is not shown as pending workflow. |
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Define applicable data quality policies |
Designer (Data entry workflow) |
If Data quality studio is installed in the same environment as Data entry workflow, the Data entry workflow-Data quality studio integration is automatically activated. As a result, the applicable data quality policy rules are applied automatically to data entry workflows. By default, if you run a data entry workflow, all active data quality policy rules that exist for the tables in the data entry workflow are applied. For each data entry workflow template, you can limit the applicable data quality policies. To do so, define the data quality policies that apply to the data entry workflow template. If one or several data quality policies are defined for a data entry workflow template, all other data quality policies are not applicable. |
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Test data entry workflow template |
Designer (Data entry workflow) |
You can run a data entry workflow template version in test mode. When you run a data entry workflow template version in test mode:
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Activate workflow template version |
Designer (Data entry workflow) |
If the full setup of a data entry workflow version is finished, to apply it, make the version active. You can only get a data entry workflow template version activated if these conditions are met:
|
Name | Responsible | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Create workflow template |
Designer (Data entry workflow) |
Use a data entry workflow to design a workflow that is applied when data is entered. |
||||||||
Create workflow template version |
Designer (Data entry workflow) |
You can create a new version of a workflow template. You create a new version if , for example, the current version is active and you want to make some changes to the workflow template. If you create a new version, you can choose to:
Note: If you create a:
|
||||||||
Set up workflow template step - Data entry |
Designer (Data entry workflow) |
For each data entry workflow template, define data entry steps. Use a data entry step to enter a specific set of data during the workflow execution. The setup of the data entry fields has these elements:
|
||||||||
Set up workflow template step - Approval |
Designer (Data entry workflow) |
For each data entry workflow template, you can define workflow approval steps. Use an approval step to approve the data as entered during the workflow execution. The setup of the fields to be approved has these elements:
|
||||||||
Set up workflow template step - Fuzzy duplicate check |
Designer (Data entry workflow) |
In Data quality studio, you can set up and use a fuzzy duplicate check. This option checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. based on the comparison, a duplicate score is calculated. |
||||||||
Define to which forms a data entry workflow template applies |
Designer (Data entry workflow) |
Define the forms to which a data entry workflow template applies. As a result, you can start the data entry workflow from the defined forms Buttons to start a data entry workflowDepending on the dynamic menu form setup settings, these buttons are added to the form:
If you click one of the Data entry workflow buttons, a dialog is opened on which you can select the desired template and start the data entry workflow. Button styleUse the Style to define where and how the buttons are shown on the form:
Pending workflowFor each dynamic menu form setup record, you can define if a data entry workflow can be used to edit records. To edit a record, you can start a data entry workflow only if no pending data entry workflow exists for the record. To show if a pending data entry workflow exists for a record, to the applicable form, you can add:
Note: If you run a workflow in test mode, it is not shown as pending workflow. |
||||||||
Define applicable data quality policies |
Designer (Data entry workflow) |
If Data quality studio is installed in the same environment as Data entry workflow, the Data entry workflow-Data quality studio integration is automatically activated. As a result, the applicable data quality policy rules are applied automatically to data entry workflows. By default, if you run a data entry workflow, all active data quality policy rules that exist for the tables in the data entry workflow are applied. For each data entry workflow template, you can limit the applicable data quality policies. To do so, define the data quality policies that apply to the data entry workflow template. If one or several data quality policies are defined for a data entry workflow template, all other data quality policies are not applicable. |
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Test data entry workflow template |
Designer (Data entry workflow) |
You can run a data entry workflow template version in test mode. When you run a data entry workflow template version in test mode:
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Activate workflow template version |
Designer (Data entry workflow) |
If the full setup of a data entry workflow version is finished, to apply it, make the version active. You can only get a data entry workflow template version activated if these conditions are met:
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Related to | Notes |
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Design data entry workflow templates |
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