Columns | Remarks |
Display order | The arrows allow the data display order to be modified. This can also be done by drag-and-drop. This affects the position of the data on the user module as well. |
Name | Data name (a link displays the data form in edit mode. To add new data, click New data to open a blank data form. |
Description | Data description |
Data type | Type of data |
Direction * | Direction of the sub-process parameter |
* Only displayed if the process was defined as a sub-process.
The options available in the Edit data panel vary depending on the data file type (File, Text, Numeric, or Date/Time).
Fields | Remarks |
Name | Unique identifier for the data; must respect nomenclature and be limited to 30 characters (required field) ✏️ Note: Data names should respect the following XML naming rules:
For more information, see https://www.w3schools.com/xml/xml_elements.asp. |
Browse | Lists the IDs of all the form fields created with the built-in form designer and enables it to manually select the fields with their IDs to declare as process data ✏️ Note: This button appears on the Add data form. |
Description | Data description limited to 255 characters (required field) |
Data type | Type of data (required field):
|
Default value | Default value of the data
In both editors, press |
Format | Only applicable to Numeric and Date/Time type data. Upon saving the data, the Format drop-down will be populated with the following formats: Numeric formats:
Date/Time formats:
|
Custom | Displays associated format; allows custom formats to be specified if Custom formatting is specified above. |
Precision | Number of decimal places displayed (for applicable formats) |
Culture | Force data to display using the selected culture (language format); the default value is the current user’s culture. |
Time zone | Applicable only to Date/Time type data. Specifying a specific time zone will force data to display using the selected time zone. The default value is the current user’s time zone. |
New file [1] | File to update/add |
Choose file | Displays a file browser in a pop-up window |
Sub-process parameter [2] | Direction of the data when used as parameter by a parent process |
Security | Defines participants who have access to the data; a link allows data access to be restricted to certain participants or processes. ✏️ Note: You can only select from Participants with Requester or Actor roles. |
Visibility | Allow the definition of visibility options ✏️ Note: Data visibility is still updatable on active or archived processes. Option 1: Show the data into the follow-up forms (checked by default) The selected data will be visible in the following places:
✏️ Note: Unchecking this option disables and unchecks the three other options. Option 2: Search criteria by default (unchecked by default) The selected data will appear in every search screen as selected criteria without search parameters. ✏️ Note: You can only filter by the data defined in the active process version or the latest process version if none are active. Option 3: Display in column in the lists (unchecked by default) The selected data will appear in every action or request list in a column when a single process is selected (single-process mode). Option 4: Display in column in home page (unchecked by default) The selected data will appear in the home page in a column when a single process is selected (single-process mode). |
Column size (in pixels) | Define the data column size in the lists and home page; enabled when visibility option 3 or visibility option 4 is checked |
Read-only | Define data as read-only
This saves disk space when used on file process data by associating a single copy of the file per process for all closed actions and closed requests.
✏️ Note: An action’s OUT and INOUT parameters using data declared as read-only will not be updated.
⚠️ Caution: In general, do not define EFORM appplications' |
Only displayed if the process data is a file.
Only displayed if the process was defined as a sub-process.
The type of data can only be changed if the data are not used:
By the parameters of the actions of the process
In the dynamic assignment of an action of the process
In the transition or notification conditions
If the data is not a parameter of a sub-process that is in use
Data cannot be deleted if they are involved in the workflow of the process (as a parameter or in the transition conditions). Data cannot be deleted if they are set as a sub-process parameter and used by a parent process.
