Add field to field group
Activity Flow

Usually, for each data entry workflow template step, you select the fields which data must be entered or approved.

You can manually add fields to a field group. You can only add fields that exist in the applicable workflow document.

To a data entry field group, you can add a virtual field.

You can use a virtual field for several scenarios, for example, to:

• Pass information to a next step.
• Control if data, as entered for a workflow, is transferred to the target. To do so, use the Write control option of the virtual field. The entered data is only transferred to the target if the virtual field has a value.
• Skip a step. To do so, use the virtual field in a condition.
• Hide or disable a tab page, field group, or field. To do so, use the virtual field in a condition.

When you create a virtual field, link it to a record table in the workflow document. When created, the virtual field is added, to the workflow document, to the defined record table. You can edit the virtual field settings in the workflow document.

You can select a virtual field for approval in an approval step.

During or at the end of workflow execution, the entered data can be transferred to the target. However, the value of a virtual field is not transferred to the target.

To a data entry field group, you can add a field to upload a document.

This document attachment field must be linked to a record table in the workflow document. When created, the document attachment field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the document attachment field settings in the workflow document.

You can select a document attachment field for approval in an approval step.

During or at the end of workflow execution, the entered data can be transferred to the target. If a document attachment is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management.

To a data entry field group, you can add a field to upload a picture.

This picture field must be linked to a record table in the workflow document. When created, the picture field is added, as a virtual field, to the workflow document, to the defined record table. You can edit the picture field settings in the workflow document.

You can select a picture field for approval in an approval step.

During or at the end of workflow execution, the entered data can be transferred to the target. If a picture is uploaded and data is transferred to the target, a document management attachment is created for the created or updated record. For more information on document management attachments, refer to Configure document management.

During data entry for a product, it can be needed to classify the product using category hierarchies. In a data entry workflow, you can add the needed product attributes.

If the EcoResProduct table is part of your workflow document records, you can add product attributes to a field group. The product attributes are added as 'Virtual' field to the field group and workflow document.

To be able to define product attributes during data entry, you must also add these fields to the same field group:

• Category hierarchy
• Category

With the Select fields function of the step, you can select these fields from the Product categories page.

During data entry of address information or contact information, it can be needed to define the purpose.

Before you can add a purpose field to a data entry workflow template step, create the field in the related workflow document.

You can only add a purpose field to a workflow document record that is related to one of these tables:

• DirPartyLocation
• LogisticsElectronicAddress

You add a purpose field as a virtual field to the workflow document.

When you have added the purpose field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function.

On several D365 FO tables, inventory dimensions exist. Each inventory dimension is expressed in a RecId that refers to the Inventory dimensions (InventDim) table. So, it does not reflect the inventory dimension name and value.

To a data entry workflow template step, you can add the desired inventory dimension fields. So, on the resulting task dialog, these inventory dimensions can be set.

Before you can add an inventory dimension field to a data entry workflow template step, create the field in the related workflow document. You add an inventory dimension field as a virtual field to the workflow document. For each desired inventory dimension, add a separate virtual field. For example, if you need five inventory dimensions, add five virtual fields to the applicable record in the workflow document.

You can only add an inventory dimension field to a workflow document record that has a relation to the Inventory dimensions (InventDim) table.

When you have added an inventory dimension field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function.

In some cases, it can be useful to duplicate a field in a field group.

For example, in a data entry workflow, you want to enable entering:

• Product names in several languages. Product names are stored in the EcoResProductTranslation table. By default, the product name is stored in the system language, for example, 'en-us'. You can duplicate the Name field, for example, to enable entering the product name in the 'nl' language.
• For a customer, contact information of different types. The contact information is stored in the LogisticsElectronicAddress table. You can duplicate the Description field, for example, to enable entering a phone number.

When you duplicate a field, its settings are taken and shown in a dialog, where you can easily change the settings. For example, you can change the field name and range.

As a result,:

• A workflow document record is added.
• All relevant fields are added to the document record.
• The selected ranges are added to the workflow document.
• The selected ranges are added to the version default values.
• The field is created in the field group.