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

  1. From the Set Properties step, click Data Fields.
  2. On the Set Properties - Modify Data Fields screen, click Add New.
  3. 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.
  4. 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.
  5. Repeat steps 1 - 3 for each additional property.

To remove a data field

  1. From the Set Properties step, click Data Fields in the Properties section.
  2. Select the Remove check box next to the data field you want to remove.


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