Edit step setup - Approval

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On creation of a data entry step and the selection of fields, you define the basic data entry step setup. To complete the setup of a data entry step:

  • Assign the data entry step to the responsible user, team, or role.

  • You can set up step conditions.

  • You can set up an integration with Master Data Management Studio.

  • You can set up an escalation notification email.

  • You can review and edit the tab pages setup, the field groups setup, and the fields setup.

  • If it is the last step of a workflow, you can set up the post actions.

Flow diagram