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:
Name | Responsible | Description |
---|---|---|
Select field groups from previous steps |
Designer (Data entry workflow) |
For each approval step tab page, you can select the fields to be approved. To add fields to be approved, you can use existing field groups from previous steps in the same data entry workflow template. If you add a field group:
Note:
|
Add field group - Approval |
Designer (Data entry workflow) |
For a workflow approval step, define the fields to be approved. For approval steps, you can:
Note: If you manually create a field group for an approval step tab page, you must also manually add or select the fields for this field group. |
Edit field group details |
Designer (Data entry workflow) |
Usually, for a step of type:
You can edit the field groups for each step tab page. |
Set up field group conditions |
Designer (Data entry workflow) |
You can define conditions for each field group of a workflow step tab page. On workflow execution, if the field group conditions are:
You can define several conditions for a field group. The field group is only hidden or disabled if all conditions are met. |
Edit step fields - Approval (old) |
Designer (Data entry workflow) |
If for a workflow approval step, the Approval configuration is 'Fields', you must define the fields to be approved. The fields to be approved setup has the same elements as the data entry field setup:
|
Name | Responsible | Description |
---|---|---|
Select field groups from previous steps |
Designer (Data entry workflow) |
For each approval step tab page, you can select the fields to be approved. To add fields to be approved, you can use existing field groups from previous steps in the same data entry workflow template. If you add a field group:
Note:
|
Add field group - Approval |
Designer (Data entry workflow) |
For a workflow approval step, define the fields to be approved. For approval steps, you can:
Note: If you manually create a field group for an approval step tab page, you must also manually add or select the fields for this field group. |
Edit field group details |
Designer (Data entry workflow) |
Usually, for a step of type:
You can edit the field groups for each step tab page. |
Set up field group conditions |
Designer (Data entry workflow) |
You can define conditions for each field group of a workflow step tab page. On workflow execution, if the field group conditions are:
You can define several conditions for a field group. The field group is only hidden or disabled if all conditions are met. |
Edit step fields - Approval (old) |
Designer (Data entry workflow) |
If for a workflow approval step, the Approval configuration is 'Fields', you must define the fields to be approved. The fields to be approved setup has the same elements as the data entry field setup:
|
Related to | Notes |
---|---|
Edit step field groups |
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