For each data entry workflow template step, you can select the fields which data must be entered or you can use the Configure step wizard.
To a step field group, you can also manually add several types of fields in several ways.
Name | Responsible | Description |
---|---|---|
Add fields from workflow document |
Designer (Data entry workflow) |
Usually, for each data entry workflow template step, you select the fields which data must be entered or approved. You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document. |
Add virtual field |
Designer (Data entry workflow) |
To a data entry field group, you can add a virtual field. You can use a virtual field for several scenarios, for example, to:
When you create a virtual field, link it to a record table in the workflow document. When created, the virtual field is added, to the workflow document, to the defined record table. You can edit the virtual field settings in the workflow document. You can select a virtual field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. However, the value of a virtual field is not transferred to the target. |
Add document attachment field |
Designer (Data entry workflow) |
To a data entry field group, you can add a field to upload a document. This document attachment field must be linked to a record table in the workflow document. When created, the document attachment field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the document attachment field settings in the workflow document. You can select a document attachment field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. If a document attachment is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management. |
Add picture field |
Designer (Data entry workflow) |
To a data entry field group, you can add a field to upload a picture. This picture field must be linked to a record table in the workflow document. When created, the picture field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the picture field settings in the workflow document. You can select a picture field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. If a picture is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management. |
Add product attribute field |
Designer (Data entry workflow) |
During data entry for a product, it can be needed to classify the product using category hierarchies. In a data entry workflow, you can add the needed product attributes. If the EcoResProduct table is part of your workflow document records, you can add product attributes to a field group. The product attributes are added as 'Virtual' field to the field group and workflow document. To be able to define product attributes during data entry, you must also add these fields to the same field group:
With the Select fields function of the step, you can select these fields from the Product categories page. |
Add purpose field |
Designer (Data entry workflow) |
During data entry of address information or contact information, it can be needed to define the purpose. Before you can add a purpose field to a data entry workflow template step, create the field in the related workflow document. You can only add a purpose field to a workflow document record that is related to one of these tables:
You add a purpose field as a virtual field to the workflow document. When you have added the purpose field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function. |
Add inventory dimension field |
Designer (Data entry workflow) |
On several D365 FO tables, inventory dimensions exist. Each inventory dimension is expressed in a RecId that refers to the Inventory dimensions (InventDim) table. So, it does not reflect the inventory dimension name and value. To a data entry workflow template step, you can add the desired inventory dimension fields. So, on the resulting task dialog, these inventory dimensions can be set. Before you can add an inventory dimension field to a data entry workflow template step, create the field in the related workflow document. You add an inventory dimension field as a virtual field to the workflow document. For each desired inventory dimension, add a separate virtual field. For example, if you need five inventory dimensions, add five virtual fields to the applicable record in the workflow document. You can only add an inventory dimension field to a workflow document record that has a relation to the Inventory dimensions (InventDim) table. When you have added an inventory dimension field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function. |
Duplicate field |
Designer (Data entry workflow) |
In some cases, it can be useful to duplicate a field in a field group. For example, in a data entry workflow, you want to enable entering:
When you duplicate a field, its settings are taken and shown in a dialog, where you can easily change the settings. For example, you can change the field name and range. As a result,:
|
Name | Responsible | Description |
---|---|---|
Add fields from workflow document |
Designer (Data entry workflow) |
Usually, for each data entry workflow template step, you select the fields which data must be entered or approved. You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document. |
Add virtual field |
Designer (Data entry workflow) |
To a data entry field group, you can add a virtual field. You can use a virtual field for several scenarios, for example, to:
When you create a virtual field, link it to a record table in the workflow document. When created, the virtual field is added, to the workflow document, to the defined record table. You can edit the virtual field settings in the workflow document. You can select a virtual field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. However, the value of a virtual field is not transferred to the target. |
Add document attachment field |
Designer (Data entry workflow) |
To a data entry field group, you can add a field to upload a document. This document attachment field must be linked to a record table in the workflow document. When created, the document attachment field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the document attachment field settings in the workflow document. You can select a document attachment field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. If a document attachment is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management. |
Add picture field |
Designer (Data entry workflow) |
To a data entry field group, you can add a field to upload a picture. This picture field must be linked to a record table in the workflow document. When created, the picture field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the picture field settings in the workflow document. You can select a picture field for approval in an approval step. During or at the end of workflow execution, the entered data can be transferred to the target. If a picture is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management. |
Add product attribute field |
Designer (Data entry workflow) |
During data entry for a product, it can be needed to classify the product using category hierarchies. In a data entry workflow, you can add the needed product attributes. If the EcoResProduct table is part of your workflow document records, you can add product attributes to a field group. The product attributes are added as 'Virtual' field to the field group and workflow document. To be able to define product attributes during data entry, you must also add these fields to the same field group:
With the Select fields function of the step, you can select these fields from the Product categories page. |
Add purpose field |
Designer (Data entry workflow) |
During data entry of address information or contact information, it can be needed to define the purpose. Before you can add a purpose field to a data entry workflow template step, create the field in the related workflow document. You can only add a purpose field to a workflow document record that is related to one of these tables:
You add a purpose field as a virtual field to the workflow document. When you have added the purpose field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function. |
Add inventory dimension field |
Designer (Data entry workflow) |
On several D365 FO tables, inventory dimensions exist. Each inventory dimension is expressed in a RecId that refers to the Inventory dimensions (InventDim) table. So, it does not reflect the inventory dimension name and value. To a data entry workflow template step, you can add the desired inventory dimension fields. So, on the resulting task dialog, these inventory dimensions can be set. Before you can add an inventory dimension field to a data entry workflow template step, create the field in the related workflow document. You add an inventory dimension field as a virtual field to the workflow document. For each desired inventory dimension, add a separate virtual field. For example, if you need five inventory dimensions, add five virtual fields to the applicable record in the workflow document. You can only add an inventory dimension field to a workflow document record that has a relation to the Inventory dimensions (InventDim) table. When you have added an inventory dimension field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function. |
Duplicate field |
Designer (Data entry workflow) |
In some cases, it can be useful to duplicate a field in a field group. For example, in a data entry workflow, you want to enable entering:
When you duplicate a field, its settings are taken and shown in a dialog, where you can easily change the settings. For example, you can change the field name and range. As a result,:
|
Related to | Notes |
---|---|
Add field to field group |
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