---
title: "Create workflow template"
slug: "create-workflow-template"
description: "Design a Data Entry Workflow with templates, target companies, and approval tasks to streamline data management and enhance efficiency."
tags: ["Flow topic"]
updated: 2026-07-09T11:58:02Z
published: 2026-07-09T11:58:02Z
canonical: "docs.staedean.com/create-workflow-template"
---

> ## 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.

# Create workflow template

Use a data entry workflow to design a workflow that is applied when data is entered.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. Click **New**.
3. In the **Name** field, enter the name of the data entry workflow template.
4. You can use data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product.

In the **Category** field, enter or select a value.
5. You can enter the version name for the first version of the data entry workflow template.

In the **Version** name field, type a value.
6. You can enter a comment for the first version of the data entry workflow template.

In the **Version** comments field, type a value.
7. You can define the company in which the workflow must be run.

If you:

In the **Target company account** field, type a value.
  - Do not define a target company, you can start the workflow from any company. The workflow is run in the company from which it is started.
  - Define a target company, you can start the workflow from any company. The workflow is run in the target company.
8. If you define a target company, you can start a data entry workflow from any company. If you start a workflow from another than the target company, you can have a message shown. The message indicates that the workflow is run in another company than where you start it from.

Select **Yes** in the **Show confirmation** field.
9. Click **Save** and open.
10. For an approval task, the approver can request a change to one or more field value.

When a change is requested, the system reactivates the workflow task where the field was originally entered and applies the same assignment.

In the current field, select:

In the general section, in the **Skip** change request steps with no changes field, select **Yes**.
  - No to redo all next workflow tasks.
  - Yes to redo only the workflow tasks for which field changes are requested.
11. Sub-task: Indicate if the data entry workflow template can be used to delete a record.
  1. Enable record deletion in the data entry workflow template.

In the **General** section, select **Yes** in the **Enable deletion using template** field.
  2. Add a confirmation message to help prevent accidental record deletion by confirming the intent. This message appears when you start record deletion and when you approve record deletion.

In the **Confirmation message** field, type a value.
12. Close the page.

> [!NOTE]
> Note
> 
> You can add a data entry workflow in two ways:
> 
> - Create it, as explained in this article.
> - [Initialize](/data-management/docs/initialize-workflow-template-in-environment) it in your environment.
> 
> In both cases, automatically a number is assigned. The number sequence is set in the **Data Entry Workflow parameters**.
> 
> You can change the workflow template ID, for example, to match the IDs of a version-controlled workflow template in different environments. To do so, on the Data entry workflow templates page, in the action pane, click Rename. Enter the new template ID and click OK.

## Related

- [Use data entry workflow to delete records](/use-data-entry-workflow-to-delete-records.md)
- [Change requests](/change-requests.md)
- [Set up Data entry workflow categories](/set-up-data-entry-workflow-categories.md)