You can start a data entry workflow from the forms to which it applies.
If a task of a started data entry workflow is assigned to you, you can do the task from the Data entry workflow management workspace.
Name | Responsible | Description | ||||||||||||||||||||||||||
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Start workflow |
User (Data entry workflow) |
You can start a data entry workflow from the forms to which it applies. Depending on the dynamic menu form setup of a data entry workflow template, you can start a data entry workflow to create or edit a record. If you create or edit a record using a data entry workflow template, a workflow task dialog is opened based on the initial step setup. When you complete the initial workflow task, based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment. |
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Do workflow task |
User (Data entry workflow) |
If a data entry workflow task is assigned to you, you can do the task. The purpose of a data entry workflow task can be:
Data entryYou can use a data entry workflow task for several purposes. This table explains the purposes:
ApprovalYou can use an approval step for several purposes. Depending on the step setup in the related data entry workflow template, you can have these options:
Possible duplicates evaluationDuring data entry workflow execution, for a fuzzy duplicate check step, the fuzzy duplicate check is done automatically. As a result of the fuzzy duplicate check, it can be that:
Depending on the fuzzy duplicate check step setup, when possible duplicates are found, you can have these options:
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Name | Responsible | Description | ||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Start workflow |
User (Data entry workflow) |
You can start a data entry workflow from the forms to which it applies. Depending on the dynamic menu form setup of a data entry workflow template, you can start a data entry workflow to create or edit a record. If you create or edit a record using a data entry workflow template, a workflow task dialog is opened based on the initial step setup. When you complete the initial workflow task, based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment. |
||||||||||||||||||||||||||
Do workflow task |
User (Data entry workflow) |
If a data entry workflow task is assigned to you, you can do the task. The purpose of a data entry workflow task can be:
Data entryYou can use a data entry workflow task for several purposes. This table explains the purposes:
ApprovalYou can use an approval step for several purposes. Depending on the step setup in the related data entry workflow template, you can have these options:
Possible duplicates evaluationDuring data entry workflow execution, for a fuzzy duplicate check step, the fuzzy duplicate check is done automatically. As a result of the fuzzy duplicate check, it can be that:
Depending on the fuzzy duplicate check step setup, when possible duplicates are found, you can have these options:
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Related to | Notes |
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Manage workflows |
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