---
title: "Edit fields"
slug: "edit-fields-approval"
description: "Optimize your Data Entry Workflow with customizable fields, mass processing, and mandatory settings for efficient task management and approval processes."
tags: ["Task topic"]
updated: 2026-07-06T13:09:20Z
published: 2026-07-06T13:09:20Z
canonical: "docs.staedean.com/edit-fields-approval"
---

> ## 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.

# Edit fields

Usually, for each data entry workflow template step, you select the fields which data must be entered or approved. When you submit your field selection, the selected fields are added to the applicable field group.

You can edit the selected fields for each field group.

> [!NOTE]
> **Note**
> 
> For approval steps, editing step fields is only needed in these cases:
> 
> - You want to use mass processing for related approval tasks.
> - Approvers are allowed to update data during approval. On the approval step details, see the **Allow to update** field.

### 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, in the list, find and select the desired field.
6. You can use mass processing for the workflow tasks related to a step. To do so, enable mass processing for each step field.

In the grid, select the **Mass processing** check box.
7. Sub-task: Change field settings (right pane).
  1. If the selected field is a text field, you can indicate if it is shown as a multi-line text box with a scroll bar on a related data entry workflow task. Select **Yes** in the **Multi-line** field. If **No** is selected, the field is shown as a normal field.
  2. You can indicate if a field is mandatory to be filled in when doing a related data entry workflow task.

On a data entry workflow task, a mandatory field is marked with a red asterisk. You can only complete a data entry workflow task if all mandatory fields are filled in.

In the **Mandatory** field, select the desired option.

> [!NOTE]
> **Note**
> 
> You can mark a field as mandatory in the current step and mark it as optional in another step in the same template.
  3. You can mark several fields as title field. As a result, the values of these fields are shown as record info on the:

Select **Yes** in the **Title field** field.
    - **Related data entry workflow** tasks.
    - 
      1. 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, select or type 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 D365 F&SCM, is applied.
    - **Never**: No lookup button setup is applied.
8. Sub-task: Use configurable labels.
  1. 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**.
  2. 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.
  3. Click **Select**.
  4. 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**.
  5. 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.
  6. Click **Select**.

## Related

- [Mass processing data entry workflow tasks](/mass-processing-data-entry-workflow-tasks.md)
- [Set up configurable labels](/set-up-configurable-labels.md)