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 - Approval

Edit step tab pages

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.


Designer (Data entry workflow) Designer (Data entry workflow) Start Start Select tab pages from previous steps Select tab pages from previous steps For each approval step, you can select the fields to be approved. To add fields to be approved, you can use existing tab pages from previous steps in the same data entry workflow template. If you add a tab page: An approval tab page is created with the same name. All field groups of the added tab page are added to the approval tab page. For each field group of the added tab page, all fields are added to the new approval field group. Note: On the tab page 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. 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 approval step. Note: Make sure the Steps section is in edit mode. You can also select the desired step in the Steps section, in the tree. 5. In the Steps section, click Select tab pages. 6. In the Select step field, select the step from which you want to add a tab page. 7. In the tree, select the desired tab page. 8. Click Add tab page. Note: You can only add tab pages. 9. Click Save. 10. Close the page. Edit tab page details Edit tab page details Usually, for a step of type: Data entry, you create tab pages when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created tab pages are added to the step. Approval, you add tab groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the tab pages for the selected field groups and fields are added to the step. You can edit the tab pages for each step. 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 tab page. Note: Make sure the Steps section is in edit mode. 5. In the Name field, type a value. 6. Sub-task: Use configurable label. 7. Click Select. 8. In the list, find and select the desired configurable label. 9. Click Select. Add tab page manually Add tab page manually You can manually add tab pages to each step. 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 step. Note: Make sure the Steps section is in edit mode. You can also select the desired step in the Steps section, in the tree. 5. In the Steps section, click Add. 6. Click Tab page. 7. In the Name field, type a value. 8. Sub-task: Use configurable label. 9. Click Select. 10. In the list, find and select the desired configurable label. 11. Click Select. Apply tab page  conditions? Apply tab page  conditions? Set up tab page conditions Set up tab page conditions You can define conditions for each tab page of a workflow step. On workflow execution, if the tab page conditions are: Met, on the workflow task dialog, the related section is hidden or disabled. Not met, on the workflow task dialog, the related section is shown and enabled. You can define several conditions for a tab page. The tab page 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 tab page. Note: Make sure the Steps section is in edit mode. 5. On the Tab page tab, in the Conditions section, click Add. 6. 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. 7. In the Range field, enter or select a value. 8. Define the result if the condition is met. You can: Hide the tab page. The tab page is not shown on the workflow task dialog. Disable the tab page. The tab page is shown on the workflow task dialog. 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 tab page is hidden. Edit step field groups

Edit step field groups - Approval

For an approval step, for each tab page, use field groups to define how the approval fields are grouped in the relevant section of the workflow task dialog. Each approval field must be part of a field group.

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

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

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

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

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Activities

Name Responsible Description

Select tab pages from previous steps

Designer (Data entry workflow)

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

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

If you add a tab page:

  • An approval tab page is created with the same name.
  • All field groups of the added tab page are added to the approval tab page.
  • For each field group of the added tab page, all fields are added to the new approval field group.

Note:

  • On the tab page 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.

Edit tab page details

Designer (Data entry workflow)

Usually, for a step of type:

  • Data entry, you create tab pages when you select data entry fields with the 'Select fields' function. When you submit your field selection, the created tab pages are added to the step.
  • Approval, you add tab groups by selecting the fields to be approved with the 'Select field groups' function. When you close the field group selection page, the tab pages for the selected field groups and fields are added to the step.

You can edit the tab pages for each step.

Add tab page manually

Designer (Data entry workflow)

You can manually add tab pages to each step.

Set up tab page conditions

Designer (Data entry workflow)

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

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

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

Edit step field groups

Designer (Data entry workflow)

For an approval step, for each tab page, use field groups to define how the approval fields are grouped in the relevant section of the workflow task dialog. Each approval field must be part of a field group.

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

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

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

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

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