For each approval step, you can select the fields to be approved.

To add fields to be approved, you can use existing tab pages from previous steps in the same data entry workflow template.

If you add a tab page:

  • An approval tab page is created with the same name.
  • All field groups of the added tab page are added to the approval tab page.
  • For each field group of the added tab page, all fields are added to the new approval field group.

Note:

  • On the tab page selection page, for each field, a separate record is created in the right (selection) pane. Each field record indicates both the tab page and the field group to which the field belongs.
  • You can remove individual fields from the selection before you save the selection and close the selection 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 Workflow diagram section, select the desired approval step.
 

Note:

  • Make sure the Steps section is in edit mode.
  • You can also select the desired step in the Steps section, in the tree.

5. In the Steps section, click Select tab pages.
6. In the Select step field, select the step from which you want to add a tab page.
7. In the tree, select the desired tab page.
8. Click Add tab page.
 

Note: You can only add tab pages.

9. Click Save.
10. Close the page.
Related to Notes

Edit step tab pages

 

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