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Add field to field group |
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. |
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Design data entry workflow templates |
Use a data entry workflow to design a workflow that is applied when data is entered. For each data entry workflow template, define the desired steps. You can set up steps for these purposes:
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Edit step field groups - Approval |
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:
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Edit step field groups - Data entry |
For a data entry step, for each tab page, use field groups to define how the data entry fields are grouped in the relevant section of the workflow task dialog. Each data entry 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, you create field groups when you select data entry fields with the 'Select fields' function. To complete the field group setup for a tab page, you can:
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Edit step fields - Approval (old) |
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:
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Edit step fields - Data entry |
For each data entry field group, define the data entry fields. Each data entry field must be part of a field group. Usually, you select the data entry fields with the 'Select fields' function. To complete the fields setup for a field group, you can:
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Edit step setup - Approval |
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:
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Edit step setup - Data entry |
On creation of a data entry step and the selection of fields, you define the basic data entry step setup. To complete the setup of a data entry step:
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Edit step setup - Fuzzy duplicate check |
On creation of a fuzzy duplicate check step, you define the basic fuzzy duplicate check step setup. To complete the setup of a fuzzy duplicate check step:
Note: For fuzzy duplicate check steps, tab pages, field groups, and fields are not applicable. |
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Edit step tab pages - Approval |
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. On the workflow task dialog, a tab page is shown only if it has at least one field group with fields set up in the data entry workflow template. On creation of an approval step, automatically a default tab page is created for the step with the step name. Usually, tab pages are added automatically when you select the fields to be approved with the 'Select field groups' function. To complete the tab page setup for a step, you can:
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Edit step tab pages - Data entry |
Each data entry step must have at least one tab page. Use tab pages to define the sections that are shown on the workflow task dialog. On the workflow task dialog, a section is shown only if, in the data entry workflow template, the related tab page setup has at least one field group with fields. On creation of a data entry step, automatically, a default tab page with the step name is created for the step. Usually, you create tab pages when you select data entry fields with the 'Select fields' function. To complete the tab page setup for a step, you can:
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Manage workflow template changes - Advanced |
Workflow template change management offers several advanced options. For example, to solve issues related to project versions. |
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Manage workflows |
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. |
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Monitor workflow task delegations and reassignments |
In Data entry workflow, as a data entry workflow manager, you can change the assignments for data entry workflow tasks. You can do so in several ways:
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Set up Azure storage for workflow template change management |
Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments. |
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Set up Data entry workflow |
Before you can use Data entry workflow, some setup is required:
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Set up post actions |
For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item. You can only define post actions for a step in one of these cases:
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Set up workflow template step - Approval |
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:
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Set up workflow template step - Data entry |
For each data entry workflow template, define data entry steps. Use a data entry step to enter a specific set of data during the workflow execution. The setup of the data entry fields has these elements:
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Set up workflow template step - Fuzzy duplicate check |
In Data quality studio, you can set up and use a fuzzy duplicate check. This option checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. based on the comparison, a duplicate score is calculated. |
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Test data entry workflow template |
You can run a data entry workflow template version in test mode. When you run a data entry workflow template version in test mode:
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