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  Choose exposed data fields
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Choose from a list of exposed user-defined data fields

A workflow administrator can expose user-defined data fields in a roster, queue, or event log. Exposing a field makes it available for use in a search filter, when defining an index, and when logging information to the event log. Using exposed fields in a workflow definition requires two steps (order is not important):

  • In Process Configuration Console, the workflow administrator creates an exposed field on the Data Fields tab in the Properties dialog for the roster, queue, or event log.
  • In Process Designer, the workflow author creates a data field to correspond to each exposed field that will be used at any step in the workflow. Data fields are defined in the Workflow Properties dialog.

The names and types of the data fields defined in Process Designer must exactly match the names and types of the corresponding fields defined in the Process Configuration Console, including case. (The numeric data types are the exception to this rule—you can mix integer and float data types.)

In Process Designer, the Exposed Data Fields dialog box helps you coordinate field names and types by listing all exposed fields that exist for the isolated region. (All exposed fields that have been defined and committed in the Process Configuration Console are listed.) Choosing a field from the list creates a data field of the same name and type in Process Designer.

In the Process Configuration Console, the Exposed Data Fields dialog box helps you achieve consistency in exposed field names across queues, rosters, and event logs in the isolated region. All exposed fields that have been defined and committed are listed. Choosing a field from the list creates an exposed field of the same name and type in the selected queue, roster, or event log.

To select a field name

  1. If the Exposed Data Fields dialog box is not already displayed, select the Data Fields tab from the item Properties.
    • In Process Configuration Console, select the Data Fields tab from the item Properties.
    • In Process Designer, select the Data Fields tab on the Workflow Properties dialog.
  2. Click Edit Fields Edit Fields on the data fields toolbar.
  3. To add fields, select one or more items from the list on the left and click Add.
    To remove fields, select one or more items from the Selected fields list and click Remove.

    TIP To quickly find the desired field, enter the first few letters of the field name in the small box above the list.

  4. To see where a field is currently used, select one or more fields and click Details. The Field Name Details dialog box displays the rosters, queues, and event logs where each field is defined.
  5. Click OK when done.