---
title: "Define to which forms a data entry workflow template applies"
slug: "define-to-which-forms-a-data-entry-workflow-template-applies"
description: "Define Data Entry Workflow templates to create, edit, or delete records with dynamic menu forms, enhancing your data management efficiency."
tags: ["Task", "Data Entry Wokflow", "DEW"]
updated: 2026-07-08T07:54:22Z
published: 2026-07-08T07:54:22Z
canonical: "docs.staedean.com/define-to-which-forms-a-data-entry-workflow-template-applies"
---

> ## 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.

# Define to which forms a data entry workflow template applies

Define the forms to which a data entry workflow template applies. As a result, you can start the data entry workflow from the defined forms

### Buttons to start a data entry workflow

Depending on the dynamic menu form setup settings, these buttons are added to the form:

- **Create record**: To add this button to the form, select the **Creation** check box. With this button, you can start a data entry workflow to create a record.
- **Edit record**: To add this button to the form, select the **Update** check box. With this button, you can start a data entry workflow to edit a record.
- **Delete record**: To add this button to the form, select the **Delete** check box. With this button, you can start a data entry workflow to delete a record.

If you click one of the data entry workflow buttons, a dialog is opened on which you can select the desired template and start the data entry workflow.

### Button style

Use the **Style** to define where and how the buttons are shown on the form:

- **New action pane tab**: To the **Action Pane**, the '**Data entry workflow**' tab is added as the first tab. This tab shows the buttons.
- **New button group**: The buttons are shown on the task bar, next to the **Delete** button.
- **Existing action pane tab**: To an existing **Action Pane** tab, the '**Data entry workflow**' button group is added. This button group shows the buttons. In this case, you must select the **Action Pane** tab to which the '**Data entry workflow**' button group must be added. You can indicate next to which existing button group the '**Data entry workflow**' is added. If you don't do so, the '**Data entry workflow**' button group is added as the first button group of the **Action Pane** tab.

### Pending workflow

For each dynamic menu form setup record, you can define if a data entry workflow can be used to edit records. To edit a record, you can start a data entry workflow only if no pending data entry workflow exists for the record. On the applicable form, for a record, you can show if a pending data entry workflow exists. On the related dynamic menu form setup, you can define how to show if a record has a pending data entry workflow.

To show if a pending data entry workflow exists for a record, to the applicable form, you can add:

- **An indicator**: Depending on the setup, the indicator can be the '**Has pending workflow**' field or the ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/File%20image97CBEC36-EF41-4590-82AA-562CCDC27575) sign. If you add an indicator, you must also set up the **Pending workflow indicator setup**.
- **A fact box**: To the **Related information** pane of the form, a **Pending workflow** fact box is added. If a pending data entry workflow exists for a record, this workflow is shown in the fact box.

> [!NOTE]
> **Note**
> 
> If you run a workflow in test mode, it is not shown as pending workflow.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, find and select the desired data entry workflow template.
3. On the **Action Pane**, click **General**.
4. Click **Dynamic menu** **form** setup.
5. Click **New**.
6. Define the form to which the data entry workflow template applies.

In the **Form name** field, enter or select a value.
7. The fields of a form can belong to different datasources. Define the datasource to which the data entry workflow template applies.

In the **Data source name** field, enter or select a value.
8. Define the workflow document record that is related to the defined datasource.

You need the workflow document record if you want to use the data entry workflow template to:

In the **Record ID** field, enter or select a value.
  - Create records based on an existing record. So, the workflow document record is not needed to create a blank record.
  - Update existing records.
9. You can use the data entry workflow template to create records on the form.

Select the **Creation** check box.
10. You can use the data entry workflow template to edit records on the form.

Select the **Update** check box.
11. You can use the data entry workflow template to delete records on the form.

Select the **Delete** check box.
12. In the **Style** field, select an option.
13. If the **Style** is **Existing action pane tab**, select the **Action Pane** tab to which the '**Data entry workflow**' button group must be added.

In the **Action pane tab** field, enter or select a value.
14. If the **Style** is **Existing action pane tab**, you can indicate next to which existing button group the '**Data entry workflow**' button group is added. If you don't do so, the '**Data entry workflow**' button group is added as the first button group of the **Action Pane** tab.

In the **After button group** field, enter or select a value.
15. Sub-task: Set up pending workflow indication.
  1. To show if a pending data entry workflow exists for a record, to the applicable form, you can add an indicator.

Select the **Pending workflow indicator** check box.

> [!NOTE]
> **Note**
> 
> If you add an indicator, also set up the **Pending workflow indicator setup**.
  2. To show if a pending data entry workflow exists for a record, to the applicable form, you can add a fact box.

Select the **Pending workflow form part** check box.
  3. If you add an indicator, also set up the **Pending workflow indicator setup**.

Click **Pending workflow indicator setup**.
  4. Click **New**.
  5. Define the form control to which you want to add the indicator.

If you select a:

In the **Form control** field, enter or select a value.
    - **Grid control**, the pending workflow indicator sign is shown on the applicable form.
    - **Group control**, the '**Has pending workflow**' field is added to the applicable form.
  6. Define where the pending workflow indicator is positioned in the selected form control.

To position it:

In the **After control** field, enter or select a value.
    - After a specific field, define that field.
    - As the first field in the form control, leave the After field control field empty.
16. Close the page.

> [!NOTE]
> **Notes**
> 
> Several data entry workflow templates can have a dynamic menu form setup for the same form. You can only apply one style to a form. So, for each data entry workflow template, the same style is applied to the same form. For example, for a data entry workflow template, for a form, you change the style. This change is applied to all data entry workflow templates with a dynamic menu form setup for the same form.
> 
> You can view which data entry workflow templates have a dynamic menu form setup for a form. To do so, on the **Dynamics menu form setup** form, select a form record. In the **Related information** pane, open the **Templates using the form setup** Fact Box.

## Related

- [Use data entry workflow to delete records](/use-data-entry-workflow-to-delete-records.md)