---
title: "Select fields for data entry step"
slug: "select-fields-for-data-entry-step"
description: "Create efficient data entry workflow templates by selecting fields, tab pages, and field groups to streamline your data management process."
tags: ["Task", "Data Entry Wokflow", "DEW"]
updated: 2026-07-03T13:37:43Z
published: 2026-07-03T13:37:43Z
canonical: "docs.staedean.com/select-fields-for-data-entry-step"
---

> ## 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.

# Select fields for data entry step

For each data entry workflow template step, select the fields which data must be entered. Select the fields from the desired pages.

When you submit your field selection:

- A workflow template document is created.
- The first page from which you selected the fields is stored. A next time you select fields for any step of the data entry workflow template, this first page is automatically opened.
- The added tab pages are added to the step.
- The added field groups are added to the applicable tab pages.
- The selected fields are added to the applicable field group.

### 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 **Workflow diagram** section, select the desired data entry step.
5. Click **Select fields**.
6. Use tab pages to define the sections that are shown on the workflow task dialog.

In the **Tab pages** section, select the desired tab page.

> [!NOTE]
> **Note**
> 
> If the desired tab page doesn't exist, click **New** to add the tab page.
7. In the **Tab pages** section, click **Field groups**.
8. Use field groups to define how the data entry fields are grouped in the relevant section of the workflow task dialog.

In the **Field groups** section, select the desired field group.

> [!NOTE]
> **Note**:
> 
> If the desired field group doesn't exist, click **New** to add the field group.
9. In the **Field groups** section, click **Fields**.
10. Open the page from which you want to select fields.
11. On the **Select fields** dialog, in the **Selected fields** section, click **Select fields**.
12. Click the '**+**' button for each field that you want to select.
13. Click **Done** to stop the field selection.
14. Click **Back** to go back to the **Field groups** section.

> [!NOTE]
> **Note**
> 
> You can select or add another field group and select fields for this field group.
15. Click back to go back to the **Tab pages** section.

> [!NOTE]
> **Note**
> 
> You can select or add another tab page, select or add a field group for it, and select fields for this field group.
16. Click **Submit** to save the added tab pages, field groups, and selected fields to the data entry workflow template step.

> [!NOTE]
> **Note**
> 
> - You can reset the data in the field selection dialog. This removes all tab pages, field groups, and selected fields that you added or selected during this field selection session. So, already submitted field groups and fields are not reset.
> - Tab pages without a field group are not added to the data entry workflow step.
> - Field groups without selected fields are not added to the applicable tab page of the data entry workflow template step.

## Related

- [Country-specific address fields in data entry workflow tasks](/country-specific-address-fields-in-data-entry-workflows.md)
- [Edit workflow document](/edit-workflow-document.md)