Differenze tra le versioni di "Workflow fields configuration"

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(Custom workflow fields configuration)
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To add or modify data, point the mouse on the element you want to change and click with the right button of the mouse. The available options will be listed as shown in the screen below.
 
To add or modify data, point the mouse on the element you want to change and click with the right button of the mouse. The available options will be listed as shown in the screen below.
 
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[[File:Workflow data source configuration.JPG|none|thumb|850x850px|Data sources records management]]
 
<u>Use In Filter</u>
 
<u>Use In Filter</u>
  

Versione delle 14:20, 5 gen 2016

This page contains detailed information on the configuration of workflow fields.

Predefined workflow fields configuration

The following table, provides details for the configuration of predefined workflow fields.

Field Description Manageable properties
TBC TBC TBC

Custom workflow fields configuration

The following table provides details for the configuration of custom workflow fields. Each created custom workflow field shall have a Type and Subtype. Based on them some parameters are available for configuration. Parameters which are available for more than a Type and Subtype are explained below the table. Any custom workflow field shall be identified by a Name. However the Name is not a unique identifier so more than a custom workflow field may have the same one.

Custom workflow fields can be managed in General/Workflow/Custom Fields or in specific workflows Custom Fields which is a sub tab located in Fields tab.

The height (so number of lines for multi line fields) and width of workflow fields in defined in workflow forms (see Form in Workflow Engine Configuration).

Type Subtype Description Parameters
Check Box Not available A check box. Source Data is used to define the available values to check. Source Data

Use In Filter

Text Single Line A single line text field. Text is plain and cannot be formatted. Use In Filter
Text Multi Line A multi line text field. Text is plain and cannot be formatted. Use In Filter
Text Rich Text A multi line text field. Text can be formatted (e.g. coloured, underlined). Use In Filter

Source Data

Source Data allows to configure the source data available for the custom workflow field. These are a set of records which shall be provided to the system. When choosing a source of data for the field it is possible to select it from the list of available data sources or creating a new one. Data sources can be created when editing custom workflow fields or with General/Workflow/Source Data functionality.

Data sources can be simple lists or multi level structure. The Type field of the data source allows to choose between "Plain" (simple list) and "Tuple" (multi level data) values. If "Tuple" is selected, the field Levels allows to choose the number of levels of the multi level data structure. The allowed are "1", "2" or "3", corresponding to the levels of the data structure. Once the data source is saved, its Records tab allows to populate it with its records of information. The behavior depends on the previous selections. If multi level was selected, the system allows to manage a tree structure for the defined number of levels.

To add or modify data, point the mouse on the element you want to change and click with the right button of the mouse. The available options will be listed as shown in the screen below.

Data sources records management

Use In Filter

If set, this parameter makes available the workflow custom field in filters and views.

Data source management