---
title: "Add field from workflow document"
slug: "add-field-from-workflow-document"
description: "Learn how to customize data entry workflow templates by adding fields, defining settings, and applying configurable labels for efficient data management."
tags: ["Task topic"]
updated: 2026-07-06T13:09:20Z
published: 2026-07-06T13:09:20Z
canonical: "docs.staedean.com/add-field-from-workflow-document"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add field from workflow document

Usually, for each data entry workflow template step, you select the fields which data must be entered or approved.

You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document.

## Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Steps** section, in the tree, select the desired field group.
5. On the **Fields** tab, click **Add**.
6. Click **Document fields**.
7. Select fields from the workflow document. In the list, for each desired field, select the **Selected** check box.

> [!NOTE]
> **Note:**
> 
> - To filter the shown fields, use the **Filter** field and the **Record** field.
> - You can select all fields or deselect all selected fields.
8. Click **OK**.
9. Sub-task: Define field settings.
  1. You can define field settings only after the added field is saved. Click **Save**.
  2. You can indicate if a field is mandatory to be filled in when doing a related data entry workflow task. In the **Mandatory** field, select the desired option.
  3. You can mark several fields as title field. In the **Title** field, select the desired option.

  

> [!NOTE]
> **Note**
> 
> As a result, the values of these fields are shown as record info on the:
> 
> - Related data entry workflow tasks.
> - **Data Entry Workflow management** workspace, on the **Open tasks assigned to me** tab.
> - **Open tasks assigned to me** page.
  4. You can indicate if the field must be editable on the related data entry workflow tasks. In the **Non-editable** field, select the desired option.
  5. For the field, you can define a default value to be shown in the field on the related data entry workflow tasks. In the **Default value** field, enter or select a value.
  6. You can indicate if the lookup button must be available on the related data entry workflow tasks In the **Lookup button** field, select an option:

> [!NOTE]
> **Note** A configurable lookup is applied if:
> 
> - The **Data quality studio integration** is active.
> - For the field, a configurable lookup is defined in **Data quality studio**.
> - If the related data quality policy is active in **Data quality studio**.
    - **Auto**: The lookup button setup, as defined in /, is applied.
    - **Never**: No lookup button setup is applied.
10. Sub-task: Use configurable labels.
11. The default label that is used for the field is the label as setup in D365 F&SCM. You can apply a configurable label to be shown on the related data entry workflow tasks.

To change the field label, for the **Label** field, click **Overwrite**.
12. You can use an existing or new configurable label. To use a new configurable label, first click **New** and fill in the fields.

In the list, find and select the desired configurable field label.
13. Click **Select**.
14. The default help text label that is used for the field is the help text label as setup in D365 F&SCM.

You can apply a configurable help text label to be shown on the related data entry workflow tasks.

To change the help text label of the field, for the **Help text** field, click **Select**.
15. You can use an existing or new configurable help text label.

To use a new configurable help text label, first click **New** and fill in the fields.

In the list, find and select the desired configurable help text label.
16. Click **Select**.

## Related

- [Set up configurable labels](/set-up-configurable-labels.md)