Usually, for each data entry workflow template step, you select the fields which data must be entered or approved.

You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document.


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. On the Fields tab, click Add.
6. Click Field from document
7. In the Record field field, enter or select a value.
 

Note: In the lookup, by default, all workflow document fields are shown. You can use the filter options to limit the fields that are shown.

See also

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