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:
Element | Description |
---|---|
Tab pages | Each approval 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 add tab pages when you select field groups with the 'Select field groups' function. |
Field groups | For each tab page, use field groups to define how the approval fields are grouped on the workflow task dialog. Usually, you add field groups when you select field groups with the 'Select field groups' function. |
Fields | For each field group, define the fields to be approved. Usually, you select the fields to be approved with the 'Select field groups' function. |
Name | Responsible | Description |
---|---|---|
Create 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. For each approval step, define which data must be approved. You can use these dependency types for workflow approval steps:
|
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 step setup - Approval |
Designer (Data entry workflow) |
On creation of an approval step and the selection of the fields to be approved, you define the basic approval step setup. To complete the setup of an approval step:
|
Name | Responsible | Description |
---|---|---|
Create 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. For each approval step, define which data must be approved. You can use these dependency types for workflow approval steps:
|
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 step setup - Approval |
Designer (Data entry workflow) |
On creation of an approval step and the selection of the fields to be approved, you define the basic approval step setup. To complete the setup of an approval step:
|
Related to | Notes |
---|---|
Set up workflow template step - Approval |
  |