1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Design
  4. Design data entry workflow templates
  5. Set up workflow template step - Data entry

Edit step fields

For each data entry field group, define the data entry fields. Each data entry field must be part of a field group.

Usually, you select the data entry fields with the 'Select fields' function.

To complete the fields setup for a field group, you can:

  • Edit fields.
  • Add several types of fields.
  • Set up conditions for each field.
  • Change the field sequence.


Designer (Data entry workflow) Designer (Data entry workflow) Start Start Edit fields from workflow document Edit fields from workflow document Usually, for each data entry workflow template step, you select the fields which data must be entered. When you submit your field selection, the selected fields are added to the applicable field group. You can edit the selected fields for each field group. 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. Sub-task: Change field settings. 6. On the Fields tab, in the list, find and select the desired field. 7. In the Mandatory field, select the desired option. 8. Select Yes in the Title field field. 9. In the Non-editable field, select the desired option. 10. In the Default value field, select or type a value. 11. You can indicate if the lookup button must be available on the related data entry workflow tasks: Auto: The lookup button setup, as defined in D365 FO, is applied. Never: No lookup button setup is applied. In the Lookup button field, select an option. Note: A configurable lookup is applied if: The Data quality studio integration is active. For the field, a configurable lookup is defined in Data quality studio. If the related data quality policy is active in Data quality studio. 12. Sub-task: Use configurable labels. 13. To change the field label, for the Label field, click Overwrite. 14. In the list, find and select the desired configurable field label. 15. Click Select. 16. To change the help text label of the field, for the Help text field, click Select. 17. In the list, find and select the desired configurable help text label. 18. Click Select. Add field to field group

Add field to field group

For each data entry workflow template step, you can select the fields which data must be entered or you can use the Configure step wizard.

To a step field group, you can also manually add several types of fields in several ways.

 Apply field  conditions? Apply field  conditions? Set up field conditions Set up field conditions You can define conditions for each field of a workflow step field group. On workflow execution, if the field conditions are: Met, on the workflow task dialog, in the related field group, the field is hidden or disabled. Not met, on the workflow task dialog, in the related field group, the field is shown and enabled. You can define several conditions for a field. The field is only hidden or disabled if all conditions are met. 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. Note: Make sure the Steps section is in edit mode. 5. On the Fields tab, in the list, find and select the desired field. 6. Click Conditions. 7. Click Add. 8. Define the field which values you want to use to set a condition. In the Record field field, enter or select a value. Note: You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown: Document record: Only shows fields of a specific workflow document record. Step: Only shows fields of a specific step. From previous steps: If this check box is selected, only fields are shown that are defined for previous steps. 9. In the Range field, enter or select a value. 10. Define the result if the condition is met. You can: Hide the field. The field is not shown on the workflow task dialog, in the related field group. Disable the field. The field is shown on the workflow task dialog, in the related field group. However, you cannot edit it. In the Condition action field, select an option. Note: If several conditions are defined with different condition actions, and all conditions are met, the field is hidden. 11. Close the page. Change field  sequence? Change field  sequence? Change field sequence Change field sequence The sequence in which the fields are shown in the Fields section is the sequence in which the fields are shown on the related data entry workflow task pages. You can change the sequence of the fields. 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, in the list, find and select the desired field. 6. Click Move up. 7. On the Fields tab, in the list, find and select the desired field. 8. Click Move down. End End Yes No Yes No

Activities

Name Responsible Description

Edit fields from workflow document

Designer (Data entry workflow)

Usually, for each data entry workflow template step, you select the fields which data must be entered. When you submit your field selection, the selected fields are added to the applicable field group.

You can edit the selected fields for each field group.

Add field to field group

Designer (Data entry workflow)

For each data entry workflow template step, you can select the fields which data must be entered or you can use the Configure step wizard.

To a step field group, you can also manually add several types of fields in several ways.

Set up field conditions

Designer (Data entry workflow)

You can define conditions for each field of a workflow step field group. On workflow execution, if the field conditions are:

  • Met, on the workflow task dialog, in the related field group, the field is hidden or disabled.
  • Not met, on the workflow task dialog, in the related field group, the field is shown and enabled.

You can define several conditions for a field. The field is only hidden or disabled if all conditions are met.

Change field sequence

Designer (Data entry workflow)

The sequence in which the fields are shown in the Fields section is the sequence in which the fields are shown on the related data entry workflow task pages.
You can change the sequence of the fields.

Add field to field group

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