Workflow fields configuration

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
"CMS View"	Not available		Source Data Use In Filter
"Command Button"	"Action Execution"	A button field used to active a Action.	Source Data Use In Filter
"Date"	Date	A field to set a calendar date (dd-mm-yyyy).	Source Data Use In Filter
"Date"	Time	A field to set a time (hh:mm).	Source Data Use In Filter
"Date"	Datetime	A field to set a date and time (dd-mm-yyyy hh:mm)	Source Data Use In Filter
"Dependent"	Not available		Source Data Use In Filter
"Drop down"	"Plain"		Source Data Use In Filter
"Drop down"	"Tuple"		Source Data Use In Filter
"Number"	"Number"	A single line number field. The field is plain and cannot be contain a text.	Source Data Use In Filter
"Number"	"Currency"	A single line currency field. The field is plain, cannot be contain a text and take the currency setting.	Source Data Use In Filter
"Number"	"Percentage"	A single line percentage field. The field is plain and cannot be contain a text.	Source Data Use In Filter
"Radio Box"	Not available		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 data, point the mouse on the element you want to change and click with the right button of the mouse. The Add New command will appear enabling to access the management screen. To update a record click on it to show the Update Source Data screen, as shown in the picture below, from where you can edit the selected records.

Data sources records management

In the previous screen it is also possible to view other configuration available for data sources of Type "Tuple":

Field	Description	Comment
Name	This is the content (value) of the data source record.
Default	This flag defines the default records for the data source.
Status	This field defines the status of the data source record. If set to "Active", the record will be visible. If set to "Inactive" the record will be hidden.
Reset STD tuple to default	TBC.
Solution Group	The data source can be used to drive the predefined workflow field . This means influencing either its value or the list of possible values for it.	In a workflow form there can be one or more workflow fields influencing the value of the Solution Group which is finally updated according to the last one changed.

NOTE: the data source can be used in different custom workflow fields. If multi level, the name appearing for each level shall be defined in the custom workflow field.

Use In Filter

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