Set up workflow template step - Data entry

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For each Data Entry Workflow template, define data entry steps. Use a data entry step to enter a specific set of data during the workflow execution.

The setup of the data entry fields has these elements:

Element

Description

Tab pages

Each data entry step must have at least one tab page. Use tab pages to define the sections that are shown on the workflow task dialog. Usually, you can create tab pages when you select fields with the 'Select fields' function.

Field groups

For each tab page, use field groups to define how the data entry fields are grouped on the workflow task dialog. Usually, you create field groups when you select fields with the 'Select fields' function.

Fields

For each field group, define the data entry fields. Usually, you select the data entry fields with the 'Select fields' function.

As a result, also a workflow document is created with the selected fields.

Flow diagram