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

Edit fields from workflow document
Application task

Usually, for each data entry workflow template step, you select the fields which data must be entered. When you submit your field selection, the selected fields are added to the applicable field group.

You can edit the selected fields for each field group.


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.
5. Sub-task: Change field settings.
  5.1 On the Fields tab, in the list, find and select the desired field.
  5.2 You can indicate if a field is mandatory to be filled in when doing a related data entry workflow task.
  In the Mandatory field, select the desired option.
  5.3

You can mark several fields as title field. As a result, the values of these fields are shown as record info on the:

  • Related data entry workflow tasks.
  • Data entry workflow management workspace, on the Open tasks assigned to me tab.
  • Open tasks assigned to me page.
  Select Yes in the Title field field.
  5.4 You can indicate if the field must be editable on the related data entry workflow tasks.
  In the Non-editable field, select the desired option.
  5.5 For the field, you can define a default value to be shown in the field on the related data entry workflow tasks.
  In the Default value field, select or type a value.
  5.6

You can indicate if the lookup button must be available on the related data entry workflow tasks:

  • Auto: The lookup button setup, as defined in D365 FO, is applied.
  • Never: No lookup button setup is applied.
  In the Lookup button field, select an option.
 

Note:

A configurable lookup is applied if:

  • The Data quality studio integration is active.
  • For the field, a configurable lookup is defined in Data quality studio.
  • If the related data quality policy is active in Data quality studio.
6. Sub-task: Use configurable labels.
  6.1 The default label that is used for the field is the label as setup in D365 FO.
You can apply a configurable label to be shown on the related data entry workflow tasks.
  To change the field label, for the Label field, click Overwrite.
  6.2 You can use an existing or new configurable label.
To use a new configurable label, first click New and fill in the fields.
  In the list, find and select the desired configurable field label.
  6.3 Click Select.
  6.4 The default help text label that is used for the field is the help text label as setup in D365 FO.
You can apply a configurable help text label to be shown on the related data entry workflow tasks.
  To change the help text label of the field, for the Help text field, click Select.
  6.5 You can use an existing or new configurable help text label.
To use a new configurable help text label, first click New and fill in the fields.
  In the list, find and select the desired configurable help text label.
  6.6 Click Select.
Related to Notes

Edit step fields

 		 

See also

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