Set workflow properties - modify data fields
Data fields store values that are passed to participants along with
the workflow. In order for a data field to be available in a given step
in the workflow, you must define the data field for the workflow. For
example, an expense report approval workflow can include a field for total
value.
To add a data field
- From the Set Properties step, click Data Fields.
- On the Set Properties - Modify Data Fields screen, click Add New.
- Type a name for the field. The default name is DataField1. Valid characters
are A-Z, a-z, 0-9, and underscore(_). You cannot use a space in the
field name.
- Select a data type from the list. The data type determines what values
can be entered. For example, a Boolean data type only accepts True or
False as values. A time data type only accepts dates. Data fields can
be single value fields or they can be a list of values. You might see another name in square brackets that has been customized on your system.
- Repeat steps 1 - 3 for each additional property.
To remove a data field
- From the Set Properties step, click Data Fields in the Properties section.
- Select the Remove check box next to the data field you want
to remove.