Edit step tab pages - Approval
Activity Flow

For each approval step, you can select the fields to be approved.

To add fields to be approved, you can use existing tab pages from previous steps in the same data entry workflow template.

If you add a tab page:

• An approval tab page is created with the same name.
• All field groups of the added tab page are added to the approval tab page.
• For each field group of the added tab page, all fields are added to the new approval field group.

Note:

• On the tab page selection page, for each field, a separate record is created in the right (selection) pane. Each field record indicates both the tab page and the field group to which the field belongs.
• You can remove individual fields from the selection before you save the selection and close the selection page.

Usually, for a step of type:

• Data entry, you create tab pages when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created tab pages are added to the step.
• Approval, you add tab groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the tab pages for the selected field groups and fields are added to the step.

You can edit the tab pages for each step.

You can manually add tab pages to each step.

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

• Met, on the workflow task dialog, the related section is hidden or disabled.
• Not met, on the workflow task dialog, the related section is shown and enabled.

You can define several conditions for a tab page. The tab page is only hidden or disabled if all conditions are met.

For an approval step, for each tab page, use field groups to define how the approval fields are grouped in the relevant section of the workflow task dialog. Each approval field must be part of a field group.

On the workflow task dialog, a field group is shown only if it has at least one field set up in the data entry workflow template.

Usually, field groups are added automatically when you select the fields to be approved with the 'Select field groups' function.

To complete the field group setup for a tab page, you can:

• Edit field groups.
• Add field groups.
• Set up conditions for each field group.
• Review and edit the fields setup.