Before you start using Data Entry Workflow, set up the data entry workflow parameters.
Besides the general parameters, define parameters for:
Approvals
Change management
Number sequences
Steps
Go to Data entry workflow > Setup > Data entry workflow parameters.
Sub-task: Set General parameters.
For each step of a data entry workflow template, you can define the time limit.
Based on the applicable calendar and the defined time limit, the due date/time for related workflow tasks is calculated.
If no calendar is defined in Calendar field, a 24/7 calendar is applied. You can apply another calendar.
In the Calendar field, enter or select a value.
For a started data entry workflow, the entered data is stored in a staging table.
For a workflow template step, you can indicate if data must be transferred from the staging table to the target table (Transfer to target field). Each workflow template step, results in a workflow task.
If for a workflow template step Transfer to target is Yes, and a related workflow task is completed, the data entered so far, is moved from the staging table to the target table.
To move the data from the staging table to the target tables, a service account is needed. This service account must have rights to write data to the applicable target tables.
In the Service account field, enter or select a value.
If you cancel a data entry workflow, you can enter a comment. The note is created as an attachment to the workflow, using Document management. See also: Cancel data entry workflow.
In the Cancel document type field, enter or select the document type for the cancel note attachment.
You can allow a parent role to perform workflow steps that are assigned to its child roles.
If enabled, users with the parent role can also perform steps assigned to the child roles. If disabled, only users assigned to the specific child role can perform the step.
Select Yes or No in the Allow parent role access to steps assigned to child roles field.
You can control whether users can create a new workflow record by copying data from an existing record.
If No, users can create a record from a blank form or from an existing record.
If Yes, users can only create a new record using the selected data entry workflow template. The choice between a blank form and an existing record is removed from the record creation dialog.
See also: Start workflow.Select Yes or No in the Block create from existing record field.
Sub-task: Set Approval parameters.
Click the Approvals tab.
If you delegate a workflow approval task to another person, you can enter a note. The note is created as an attachment to the workflow task, using Document management.
In the Delegate document type field, enter or select the document type for the delegate note attachment.
If you reject a workflow approval task, you can enter a note. The note is created as an attachment to the workflow task, using Document management.
In the Reject document type field, enter or select the document type for the reject note attachment.
Sub-task: Set change management parameters.
Click the Version management tab.
Enter a descriptive name of the current environment. Usually, the environment name is used.
This description is used on check in/out. So, in workflow template change management, a descriptive name is shown instead of the GUID that is shown in the Environment ID field.
In the Description field, type a value.
You can activate change management for workflow templates. If active, you can add workflow templates to change management. So, change management is only applicable to the workflow templates that you added to change management.
Select Yes in the Active field.
To access an Azure file share, the operator name is the name of the applicable Azure Storage Account.
In the Operator name field, enter the user name to be used to access the Azure file share.
To access an Azure file share, the password is the key of the applicable Azure Storage Account.
In the Password field, enter the password to be used to access the Azure file share.
In the Windows share field, enter the UNC path to the applicable Azure file share.
If change management is active, define the folder where the change management files are stored. This is a folder in the file share as defined in the Windows share field.
Make sure, the folder exists in the file share.
In the Shared path field, enter or select a value.
Note
For change management, to work properly, the file share and Shared path must be the same for all environments between which workflow templates must be synchronized.
You can use the FileREST API to connect to the Azure file share. If Yes, the API is called automatically by Data Entry Workflow.
Select Yes in the Storage access via API field.
Sub-task: Set number sequences.
Click the Number sequences tab.
You can define a number sequence for data entry workflow templates. You can use a number sequence that allows manual entry of a workflow template identification.
In the Number sequence code field, enter or select a value.
You can define a number sequence for configurable labels. You can use a number sequence that allows manual entry of a configurable label identification.
In the Number sequence code field, enter or select a value.
Define a number sequence for data entry workflows. You cannot use a number sequence that allows manual entry of a workflow identification.
In the Number sequence code field, enter or select a value.
Define a number sequence for data entry workflow migration sessions. This number sequence is used to create IDs for workflow migration sessions.
You cannot use a number sequence that allows manual entry of a workflow migration session identification.
In the Number sequence code field, enter or select a value.
Close the page.