1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Activities

Edit field group details
Application task

Usually, for a step of type:

  • Data entry, you create field groups when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created field groups are added to the step tab page.
  • Approval, You add field groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the selected field groups are added to the step tab page.

You can edit the field groups for each step tab page.


Standard procedure

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 Steps section, in the tree, select the desired field group.
 

Note: Make sure the Steps section is in edit mode.
5. Click the Details tab.
6. You can change the field group name.
  In the Name field, type a value.
7. Sub-task: Use configurable label.
  7.1 For the field group name, you can use a configurable label to be shown on the data entry workflow task dialog.
  Click Select.
  7.2 You can use an existing or a new configurable label.
To use a new configurable label, on the Labels dialog, first click New and fill in the fields.
  In the list, find and select the desired configurable label.
  7.3 Click Select.
8. You can change the way in which the field group fields are arranged and shown on the data entry workflow task dialog.
  In the Arrange method field, select an option.
9.

On the data entry workflow task dialog, you can show the fields of a field group in these ways:

  • Standard: The fields are shown as individual fields. In each field, you can enter only one value.
  • Grid: The fields are shown in a grid. You can enter several records in the field group. You can use a grid, for example, for a data entry workflow to create a customer or a vendor. In this case, you can use a grid to enter several types of contact information.
  In the Display mode field, select an option.
 

Note:

If you use a grid control for a field group:

  • All fields of the field group must belong to the same workflow document record.
  • Only add the grid field group to the tab page.
  • You can only use grids for ten different tables in all data entry workflow templates. Reason: For grids, only ten temporary tables are available. If you use a grid for the same table in different workflows, only one temporary table is used.
  • Several records can be created in only one table. You cannot create several records in the related tables as well.
Related to Notes

Edit step field groups

 		 

Edit step field groups

 		 

See also

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