You can start a data entry workflow from the forms to which it applies.

Depending on the dynamic menu form setup of a data entry workflow template, you can start a data entry workflow to create or edit a record.

If you create or edit a record using a data entry workflow template, a workflow task dialog is opened based on the initial step setup.

When you complete the initial workflow task, based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment.

Standard procedure

1.	Open the page from which you want to start a data entry workflow.
	Note: You can only start a data entry workflow if: A data entry workflow template is applied to the page. You are assigned to the initial step of the data entry workflow template. You can be assigned as a user or by role or team.
2.	On the Action Pane, click Data entry workflow.
3.	Sub-task: Create blank record.
3.1	Click New record to open the drop dialog.
3.2	By default, in the Create from field, the 'Blank' option is selected. If 'Blank' is selected, you can apply a user template to create a record.
	In the Apply template field, enter or select a value.
	Note: For more info on user templates, refer to Create a record template to facilitate data entry.
3.3	In the templates list, find and select the desired data entry workflow template.
3.4	Click OK.
3.5	Fill in the fields and click Complete.
4.	Sub-task: Create record based on existing record.
4.1	You can create a record based on an existing record.
	On the page on which you want to create a record, in the list, find and select the desired existing record.
4.2	Click New record to open the drop dialog.
4.3	In the Create from field, select 'Existing'.
4.4	In the templates list, find and select the desired data entry workflow template.
4.5	Click OK.
4.6	Fill in the fields and click Complete.
	Note: Except for the key fields of the record, the fields are already filled based on the selected existing record.
5.	Sub-task: Edit record.
5.1	On the page from which you want to edit a record, in the list, find and select the desired record.
5.2	Click Edit record to open the drop dialog.
5.3	In the templates list, find and select the desired data entry workflow template.
5.4	Click OK.
5.5	Edit the desired fields and click Complete.
6.	Close the page.

Notes

• You can also start a data entry workflow in the Data entry workflow management workspace, on the Templates tab. To do so, select the desired template and click Start.
  On the Templates tab, only the data entry workflow templates are shown:
  • That are active.
  • For which you are assigned to the initial step. You can be assigned as a user or by role or team.
• You can save the data that you entered doing an initial workflow task and:
  • Keep the task assigned to yourself. You can, for example, do so if you want to continue entering data at another moment.
  • Unassign the task. You can do so if the data entry workflow step is assigned to other users as well or to a role or team. You can, for example, do so if you want others to continue entering data for the workflow task.
• If you complete or save a data entry workflow task, the entered data is stored in a staging table.
• If you complete a data entry workflow task for which Transfer to target is enabled, the data is also transferred from the staging table to the applicable target tables.
• For each workflow task, you can create attachments. You can use these attachments to provide additional information related to the created or edited record. To create or add an attachment, on the workflow task dialog, click Attachment.