For each data entry workflow template, you can define workflow approval steps. Use an approval step to approve the data as entered during the workflow execution. For each approval step, define which data must be approved.

You can use these dependency types for workflow approval steps:

• Step: Adds a step next to a selected step in the workflow.
• Parallel step: Adds a parallel step to a selected step in the workflow. You can add a parallel step to any step, except for the first step.
• Group subsequent step: Adds a step that brings together parallel steps in one next step. You can only add a group step if at least one parallel step is defined for the workflow template. For a group step, you must select the steps that are brought together in the group step.

Standard procedure

1.	Go to Data entry workflow > Design > Data entry workflow templates.
2.	In the list, click the link in the desired data entry workflow template.
3.	Click Edit.
	Note: Make sure the Workflow diagram section is in edit mode.
4.	In the Workflow diagram section, click Add.
	Note: If you want to add a step next to or parallel to another step, first select the desired step in the workflow diagram.
5.	Click the desired dependency type.
6.	In the Step name field, type a value.
7.	In the Description field, type a value.
8.	In the Type field, select 'Approval'.
9.	Define how the entered data is approved. You can select one of these options: Fields: Select the fields which data must be approved. Select any field which data is entered in one of the previous steps. Steps: Select the steps to be approved. (Do not use this option. It is currently unavailable.)
	In the Approval configuration field, select 'Fields'.
10.	During workflow execution, all entered data is stored in a staging table. When the workflow is finished, the entered data is copied from the staging table to the target company tables. However, for each step, you can indicate if the entered data must already be copied from the staging table to the target company tables when the step is finished.
	Select Yes in the Transfer to target field.
11.	If Data quality studio is installed on the same environment as Data entry workflow, these solutions are automatically integrated. For a step, you can indicate if duplicate checks must be done by Data quality studio. A duplicate check rule checks if the data doesn't already exist in a table. On completing a task, which is created based on the step, all applicable duplicate checks are done.
	Select Yes in the Duplicate check field.
12.	For a data entry step, you can block approval by users who have submitted data for the data entry step. However, it can happen that all users of the assigned team or with the assigned role have entered data for the data entry step. So, none of them can approve the data in a subsequent approval step. For this scenario, for an approval step, you can assign a user who can approve the data. This can be a user who has submitted data for a previous data entry step. So, there's always a user who can approve the data.
	In the Final approver field, enter or select a value.
13.	You can set a time limit within which the workflow step must be done. Based on the time limit and the calendar, which is defined in the Data entry workflow parameters, the elapsed time is calculated for the workflow tasks.
	In the Time unit field, select the unit in which the time limit is expressed.
	Note: You can use custom alerts to notify when a time limit is due. You can do so based on the elapsed time of a workflow task.
14.	In the Time length field, enter the number of time units for the time limit.
15.	You can enter the desired instructions for the workflow step. The header instructions are shown at the top of the workflow task page.
	In the Header instructions field, type a value.
16.	You can enter the desired additional instructions for the workflow step. For example, notes or checks to be done before finishing the workflow task. The footer instructions are shown at the bottom of the workflow task page.
	In the Footer instructions field, type a value.
17.	Sub-task: Select previous steps for 'Group subsequent step'.
17.1	If you create a 'Group subsequent step', you must select at least two steps that must have the group step as next step.
	Expand the Previous steps section.
17.2	In the list, find and select the desired previous steps.
17.3	Click OK.

Notes

If a step is created, you can view and edit the step settings on the Data entry workflow template page, in the Steps section. To do so select a step and open the Details tab.

See also

• Data quality studio integration