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

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

You can select and add:

  • All fields of a field group at once. To do so add the field group to the selection.
  • A specific field from a field group.

Note:

  • On the field group 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 Steps section, in the tree, select the desired field group.
5. In the Steps section, click Select fields.
 

Note: You can also click Select fields on the Fields tab.

6. In the Select step field, select the step from which you want to add fields.
7. Sub-task: Add all fields of a field group.
  7.1 In the tree, select the desired field group.
  7.2 Click Add field group.
8. Sub-task: Add specific field.
  8.1 In the tree, expand the desired field group.
  8.2 In the tree, select the desired field.
  8.3 Click Add field.
9. Close the page.
Related to Notes

Edit step fields

 

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