For each data entry workflow template, define data entry steps. A data entry step is used to enter a set of data during the workflow execution.
Steps
Go to Data entry workflow > Design > Data entry workflow templates.
In the list, click the link of the desired data entry workflow template.
Click Edit.
Note
Make sure the Workflow diagram section is in edit mode.
In the Workflow diagram section, click Add.
Note
If you want to add a step next to or parallel to another step, first select the desired step in the workflow diagram.
You can use these dependency types to enter data entry steps:
Step: Adds a step to the workflow. This can be a first step or a next step. To add a next step, first select the desired previous step.
Parallel step: Adds a parallel step to a selected step in the workflow. You can add a parallel step to any step, except for the first step.
Group subsequent step: Adds a step that brings together parallel steps in one next step. You can only add a group step if at least one parallel step is defined for the workflow template. For a group step, you must select the steps that are brought together in the group step.
Click the desired dependency type.
In the Step name field, type a value.
In the Description field, type a value.
In the Type field, select 'Data entry'.
During workflow execution, all entered data is stored in a staging table. When the workflow is finished, the entered data is copied from the staging table to the target company tables.
However, for each step, you can indicate if the entered data must already be copied from the staging table to the target company tables when the step is finished.
Select Yes in the Transfer to target field.
If a data entry step is assigned to a team or a role, any of the users in the team or with the role can enter and submit data. You can block each user who has submitted data for the data entry step, from approving the data.
For a subsequent approval step, only users who did not submit data for the data entry step can approve the data.
Select Yes in the Disallow approval by submitter field.
If Data quality studio is installed on the same environment as Data entry workflow, these solutions are automatically integrated.
For a step, you can indicate if duplicate checks must be done by Data quality studio. A duplicate check rule checks if the data doesn't already exist in a table.
On completing a task, which is created based on the step, all applicable duplicate checks are done.
Select Yes in the Duplicate check field.
If the data entry workflow is started by a Connectivity studio integration, data is automatically entered by the integration. In this case, you can automatically complete the data entry step. So, no user interaction is required.
Also next data entry steps in the workflow can be completed automatically.
Select Yes in the Auto-complete field.
Note
If the data entry workflow is started manually and not by a Connectivity Studio integration, the Auto-complete setting is not applicable.
You can set a time limit within which the workflow step must be done.
Based on the time limit and the calendar, which is defined in the Data entry workflow parameters, the elapsed time is calculated for the workflow tasks.
In the Time unit field, select the unit in which the time limit is expressed.
Note:
Usually, you don't set a time limit for the initial step.
You can use custom alerts to notify when a time limit is due. You can do so based on the elapsed time of a workflow task.
In the Time length field, enter the number of time units for the time limit.
You can enter the desired instructions for the workflow step.
The header instructions are shown at the top of the workflow task page.
In the Header instructions field, type a value.
You can enter the desired additional instructions for the workflow step. For example, notes or checks to be done before finishing the workflow task.
The footer instructions are shown at the bottom of the workflow task page.
In the Footer instructions field, type a value.
Sub-task: Select previous steps for 'Group subsequent step'.
If you create a 'Group subsequent step', you must select at least two steps that must have the group step as next step.
Expand the Previous steps section.
In the list, find and select the desired previous steps.
Click OK.
Sub-task: Define detailed step settings.
To change the Steps section to edit mode, in the Workflow diagram section, click Finish.
You can use a data entry workflow template to delete a record. You can indicate if a data entry step is shown or hidden if a data entry workflow is started to delete a record.
In the Steps section, on the Details tab, select Yes in the Show for deletion field.
Note
If the data entry workflow is started to delete a record, the first data entry step always applies by default. You can only show or hide additional data entry steps.
You can indicate if the target company selection grid is shown on the workflow task for the step.
For example, you can show the target company selection grid for the initial step.Select Yes in the Show company selection field.
Note
This field is only available for steps:
Other than the last step of the workflow.
For which Transfer to target is disabled.
You can only apply this functionality if the Master Data Management integration is set up with company selection. For more information, see Set up Master Data Management integration.
If the Show company selection field is set to Yes, you can indicate if users can modify the target company list, or only review it.
Select Yes in the Disable company selection field.
Note
For steps with one of the following conditions, this means that the company selection grid, as set in the Master Data Management integration setup, is not editable in the workflow task:
The last step of the workflow.
An intermediate workflow step for which Transfer to target is disabled.
Notes
If a step is created, you can view and edit the step settings on the Data entry workflow template page, in the Steps section. To do so select a step and open the Details tab.