In D365 FO, the products setup has a complex data model and several related forms.

With the Configure data entry workflow template wizard, you can configure a data entry workflow template for products setup. You can use the wizard to configure an existing step.

You can split the product setup over several steps. For each step, you can use the wizard to select the desired step field groups.

For example, split the product setup over these steps:

• Create product: Used to enter the product identification data and reference groups.
• Define units of measure and prices: Used to enter the units of measure and related prices for the product.
• Define category: Used to define the product category.

Result

When you finish the wizard, based on your selections:

• The workflow document is created or updated. Note: The workflow is created only the first time you use the wizard for a data entry workflow template.
  In the workflow document:
  • For each applicable table, a record is added.
  • To each record, all fields of the related table are added.
  • All required table relations and field relations are set up.
• The selected field groups are added to the data entry workflow template. The field groups are added to the automatically created tab group of the configured step,
• To each added field group, the main fields are added.

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 data entry step.
5.	Click Configure step.
6.	Sub-task: Select template type.
6.1	In the Template accelerator type field, enter 'Product'.
	Note: If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard is started in 'product' mode.
6.2	Click Next.
7.	Sub-task: Select the desired product setup elements.
7.1	The first time you use the wizard for a product data entry workflow template, the Product main data must be included. Also, if you did not select all product main data elements earlier, and you want to add these now, include the Product main data.
	Select Yes in the Product main data field.
	Note: If you click Next, the Product main data page is added to the wizard.
7.2	Click Next.
8.	Sub-task: Select the desired product main data elements.
8.1	For a product data entry workflow template, add the product identification fields to the first step of the data entry workflow template. As a result, these field groups are added to the data entry workflow template step: Identification Company specific identification
	Select Yes in the Identification field.
8.2	You can add the reference groups fields to the data entry workflow template step. As a result, the Reference groups field group is added to the data entry workflow template step.
	Select Yes in the Reference groups field.
8.3	You can add the units of measure fields to the data entry workflow template step. As a result, the Units of measure field group is added to the data entry workflow template step.
	Select Yes in the Units of measure field.
8.4	You can add the prices fields to the data entry workflow template step. As a result, the Prices field group is added to the data entry workflow template step.
	Select Yes in the Prices field.
8.5	You can add the product category fields to the data entry workflow template step. As a result, the Category field group is added to the data entry workflow template step.
	Select Yes in the Main retail category field.
8.6	Click Next.
9.	Click Finish.

Notes

Where desired, you can modify the generated data entry workflow template setup. For example, you can:

• Select step fields from the desired pages. Note: If you do so, in this case, the workflow document is not updated.
• Add additional fields from the workflow document.
• Add tab pages.
• Move a field group to another tab page using the Cut and Paste options.
• Set up conditions.

See also

• Select fields for data entry step