Data Groups Can Be Collected in Work Assignment and Approval Task Step Types

In Workflow Manager 2020, data groups can now be collected in Work Assignment and Approval Task workflow step types.

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Collecting Data Group for Work Assignment in a Workflow Step

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Collecting Data Group for Approval Task in a Workflow Step

Collecting Data Group for Work Assignment in a Workflow Step

When you create a workflow step with a step type of Work Assignment, you can select the data group that you want to display for the workflow step.

During the workflow step, set Collect a data group in this workflow step? option to Yes, and then choose a data group from the Select the data group list.

Selecting a Data Group on a Work Assignment Workflow Step

When a work assignment workflow step is displayed in a workflow request, you will see the data information field. This data field populates with respect to the selection of the data group in the workflow step.

Data Information Field on Work Assignment Workflow Step

Collecting Data Group for Approval Task in a Workflow Step

During the workflow step, set the Collect a data group in this workflow step? option to Yes, and then choose a data group from the Select the data group list.

Collecting a Data Group in an Approval Task Workflow Step

In the workflow request, the approval dialog box opens, prompting the requester to approve this workflow step. The approver will approve or reject the workflow step with respect to the data that is displayed.

Data Displayed on an Approval Task Workflow Step