In the Workflow Properties dialog, define all data fields that will be
used in any step. When you subsequently define each step, you indicate
which data fields are parameters for that step, and what access the user
will have to modify the values. See About
workflow fields for general information on data fields.
You can optionally define data fields that will be populated with property
values from the document that automatically launches the workflow. For
further information, see one of the following topics:
Select the data type of the field: Boolean, Float, Integer, String,
Time. See Data
types for additional information. If the field is an array, select
the array version of the type indicated by brackets [].
In the Expression field, accept
the default value or specify an initial value for the field. String
fields may be blank; all other types required an initial value. The
value must match the data type and meet the requirements for expressions.
The initial value cannot reference other data fields. Note that for
assignments of certain values to float and integer data fields, the
system does an implicit
conversion.
For time fields, you can use the default systemtime,
or you can enter a specific date and time. For example, to enter the date June 5, 2003, you
would enter the following expression:
For an array, double-click in the Value
field to specify the initial value of each item in the array. See
Edit
array fields.
Specify how values will be merged if this field is used in an AND-split.
See Field merging example for additional
information.
In the Description field, you can
optionally enter authoring-related information about the data field
for future reference.
To specify the steps in the workflow where the selected
data field will be used
Click the Field Usage
button, then select the appropriate steps. See Field
Usage for additional information.
To modify or delete a data field
To use fields that are exposed on work queues, rosters, and event
logs, click the Exposed Fields
button. See Using
exposed fields.
To rename the selected data field, select the field name and
modify it.
To copy the selected data field, click the Copy
button.
To delete the selected data field, click the Delete
button.
NOTE If
you change the name of a data field or you delete a data field, the change
is updated in all steps where the data field is used as a parameter. However,
the change is not reflected in expressions where the data field is used.
TIP To
take advantage of exposed data fields, the names and types of the
data fields that the workflow author defines in Process Designer
must match the names and types of the fields created in the Process Configuration Console,
including case. The workflow author, workflow administrator, and, where
applicable, application developer typically work together to determine
what fields are needed and how they will be used.