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

Add field group - Approval
Application task

For a workflow approval step, define the fields to be approved.

For approval steps, you can:

  • Add field groups with the 'Select field groups' function in the Workflow diagram section. So, you use the field groups as defined for the data entry steps.
  • Manually create specific field groups for approval. This topic explains how to do so.

Note: If you manually create a field group for an approval step tab page, you must also manually add or select the fields for this 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 tab page to which you want to add a field group.
 

Note: Make sure the Steps section is in edit mode.
5. Click Add.
6. Click Field group.
7. Click the Details tab.
8. In the Name field, type a value.
9. Sub-task: Use a configurable label.
  9.1 For the field group name, you can use a configurable label to be shown on the data entry workflow task dialog.
  On the Details tab, click Select.
  9.2 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.
  9.3 Click Select.
10. You can change the way in which the field group fields are arranged and shown on the workflow approval task dialog.
  In the Arrange method field, select an option.
11.

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

 		 

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