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.

Set up Data entry workflow categories

Prev Next

You can use Data Entry Workflow categories to group your workflow templates. For example, by functional area, like Sales or Product.

Steps

  1. Go to Data entry workflow > Setup > Data entry workflow categories.

  2. Click New.

  3. In the Category ID field, type a value.

  4. In the Description field, type a value.