Edit step setup

Before you can start editing the step setup, you must switch the edit mode from the Windows diagram section to the Steps section.

You can also switch the edit mode back from the Steps section to the Windows diagram section.

Assign each workflow step to the responsible user, team, or role.

If no target company is defined for the data entry workflow, the company in which the workflow is started is the company in which the workflow is executed. In this case, you can assign a different user, team, or role for different companies.

You can define conditions for each step assignment. An assignment with conditions is only applied to a step if all conditions are met.

For each approval step, define which options an approver has when doing an approval task.
You can enable these approval result options on the approval task dialog:

• Approve: Adds an approve button to each field and a general Approve button. Result: The approver can approve by field or approve all fields at once.
• Change request: Adds an Approve and a Change request button to each field and a general Change request button. Result: The approver can approve or request a change by field. For each change request, the approver can enter a comment to explain the requested change. If for a field a change is requested, the Change request button becomes available. If the approver clicks the Change request button, the workflow task (step) where the field was initially filled in is reactivated with related assignment.
• Delegate: Adds a Delegate button. Result: The approver can assign the approval task to another user.
• Reject: Adds a general Reject button. Result: The approver can reject all fields at once. As a result, the data entry workflow is canceled.

Note:

By default, all approval result options are enabled. You can consider to disable some of these options.

You are advised to always enable:

• The Approve option.
• One of these options: Reject or Change request.

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

• Met, the step task is created and assigned.
• Not met, the step task is created and skipped.

You can create master records in the master data Management studio from a data entry workflow. If creating master records is enabled, and entered data is transferred to the target table, a master record is created for the applicable master data entity. Use the Master data management studio to further process the master record. For more information, refer to Master data management studio.

You can only setup the creation of master records from a data entry workflow template:

• If the Master data management studio is installed on the same environment as Data entry workflow.
• For steps for which Transfer to target is enabled or for the last step of the data entry workflow template. 

Each approval step must have at least one tab page. Use tab pages to define the sections that are shown on the workflow task dialog.

On the workflow task dialog, a tab page is shown only if it has at least one field group with fields set up in the data entry workflow template.

On creation of an approval step, automatically a default tab page is created for the step with the step name.

Usually, tab pages are added automatically when you select the fields to be approved with the 'Select field groups' function.

To complete the tab page setup for a step, you can:

• Edit tab pages.
• Add tab pages.
• Set up conditions for each tab page.
• Review and edit the field groups setup and the fields setup.

For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item.

You can only define post actions for a step in one of these cases:

• The step is the last step of the data entry workflow template. The defined actions are done when the workflow is finished.
• For the step, the Transfer to target field is set to Yes. The defined actions are done when entered data is transferred to the target.