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:
Element | Description |
---|---|
Tab pages | Each data entry step must have at least one tab page. Use tab pages to define the sections that are shown on the workflow task dialog. Usually, you can create tab pages when you select fields with the 'Select fields' function. |
Field groups | For each tab page, use field groups to define how the data entry fields are grouped on the workflow task dialog. Usually, you create field groups when you select fields with the 'Select fields' function. |
Fields | For each field group, define the data entry fields. Usually, you select the data entry fields with the 'Select fields' function. As a result, also a workflow document is created with the selected fields. |
Name | Responsible | Description |
---|---|---|
Create workflow template step - Data entry |
Designer (Data entry workflow) |
For each data entry workflow template, define data entry steps. A data entry step is used to enter a set of data during the workflow execution. You can use these dependency types to enter data entry steps:
|
Select fields for data entry step |
Designer (Data entry workflow) |
For each data entry workflow template step, select the fields which data must be entered. Select the fields from the desired pages. When you submit your field selection:
|
Configure step with wizard - Customer |
Designer (Data entry workflow) |
In D365 FO, the customers setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up customers. You can use the wizard to configure an existing step. You can split the customer setup over several steps. For each step, you can use the wizard to configure the desired step field groups. For example, split the customer setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Configure step with wizard - Vendor |
Designer (Data entry workflow) |
In D365 FO, the vendors setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up vendors. You can use the wizard to configure an existing step. You can split the vendor setup over several steps. For each step, you can use the wizard to configure the desired step field groups. For example, split the vendor setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Configure step with wizard - Product |
Designer (Data entry workflow) |
In D365 FO, the products setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template for products setup. You can use the wizard to configure an existing step. You can split the product setup over several steps. For each step, you can use the wizard to select the desired step field groups. For example, split the product setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Define step dependencies |
Designer (Data entry workflow) |
When you create a data entry workflow step, the applicable dependencies are automatically created. The dependencies are created based on a combination of the selected step(s) and the type of step you create. You can manually add dependencies or change existing dependencies. For example, if you add an additional step between existing steps, check and add the desired dependencies. You can also remove a dependency for a selected step. |
Copy or move data entry workflow template step |
Designer (Data entry workflow) |
You can copy or move a step of a data entry workflow template. You can copy or move a step:
|
Edit workflow document |
Designer (Data entry workflow) |
The workflow document is used to write the data, as entered using a data entry workflow, to D365 FO. If you create a:
If you select fields for a data entry workflow template step, the workflow document is updated based on the selections you made. Existing document record relations are not changed. Based on the selected fields, this is added to the automatically created workflow document:
You can review and adjust a workflow document. If you do so, make sure these rules are applied:
|
Set version default values |
Designer (Data entry workflow) |
A data entry workflow template and its related workflow document are version-specific. If fields are selected for or added to a workflow template step, you can set version-specific default values for each field in the workflow document. You can use version default values, for example, to set the value of fields that are not added to a workflow step. When you define a default value, it is automatically set as default value for the related:
|
Edit step setup - Data entry |
Designer (Data entry workflow) |
On creation of a data entry step and the selection of fields, you define the basic data entry step setup. To complete the setup of a data entry step:
|
Name | Responsible | Description |
---|---|---|
Create workflow template step - Data entry |
Designer (Data entry workflow) |
For each data entry workflow template, define data entry steps. A data entry step is used to enter a set of data during the workflow execution. You can use these dependency types to enter data entry steps:
|
Select fields for data entry step |
Designer (Data entry workflow) |
For each data entry workflow template step, select the fields which data must be entered. Select the fields from the desired pages. When you submit your field selection:
|
Configure step with wizard - Customer |
Designer (Data entry workflow) |
In D365 FO, the customers setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up customers. You can use the wizard to configure an existing step. You can split the customer setup over several steps. For each step, you can use the wizard to configure the desired step field groups. For example, split the customer setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Configure step with wizard - Vendor |
Designer (Data entry workflow) |
In D365 FO, the vendors setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up vendors. You can use the wizard to configure an existing step. You can split the vendor setup over several steps. For each step, you can use the wizard to configure the desired step field groups. For example, split the vendor setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Configure step with wizard - Product |
Designer (Data entry workflow) |
In D365 FO, the products setup has a complex data model and several related forms. With the Configure data entry workflow template wizard, you can configure a data entry workflow template for products setup. You can use the wizard to configure an existing step. You can split the product setup over several steps. For each step, you can use the wizard to select the desired step field groups. For example, split the product setup over these steps:
ResultWhen you finish the wizard, based on your selections:
|
Define step dependencies |
Designer (Data entry workflow) |
When you create a data entry workflow step, the applicable dependencies are automatically created. The dependencies are created based on a combination of the selected step(s) and the type of step you create. You can manually add dependencies or change existing dependencies. For example, if you add an additional step between existing steps, check and add the desired dependencies. You can also remove a dependency for a selected step. |
Copy or move data entry workflow template step |
Designer (Data entry workflow) |
You can copy or move a step of a data entry workflow template. You can copy or move a step:
|
Edit workflow document |
Designer (Data entry workflow) |
The workflow document is used to write the data, as entered using a data entry workflow, to D365 FO. If you create a:
If you select fields for a data entry workflow template step, the workflow document is updated based on the selections you made. Existing document record relations are not changed. Based on the selected fields, this is added to the automatically created workflow document:
You can review and adjust a workflow document. If you do so, make sure these rules are applied:
|
Set version default values |
Designer (Data entry workflow) |
A data entry workflow template and its related workflow document are version-specific. If fields are selected for or added to a workflow template step, you can set version-specific default values for each field in the workflow document. You can use version default values, for example, to set the value of fields that are not added to a workflow step. When you define a default value, it is automatically set as default value for the related:
|
Edit step setup - Data entry |
Designer (Data entry workflow) |
On creation of a data entry step and the selection of fields, you define the basic data entry step setup. To complete the setup of a data entry step:
|
Related to | Notes |
---|---|
Set up workflow template step - Data entry |
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