Design data entry workflow templates

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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:

  • Data entry: Use a data entry step to enter a specific set of data during the workflow execution.

  • Approval: Use an approval step to approve the data entered during the workflow execution.

  • Fuzzy duplicate check: Use a fuzzy duplicate check step to automatically check if the data, as entered during the workflow execution, is a potential duplicate record.

Flow diagram