Columns | Remarks |
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 in the User Portal 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).
Sections / Fields | Remarks |
General | |
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):
|
Value | |
Default value | Default value of the data In both editors, press |
Formatting | |
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 |
Authorizations | |
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. |
Options | |
Visibility | Defines 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, don't define EFORM applications' |
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.
For text type data: Click the icon to open the Edit text inline editor.
For file type data: Click the icon to open the Create file or Edit file inline editor. You can specify a file name (otherwise the file will be saved with the data name by default) and the file will be saved with the extension that matches its type. If you enter an extension that doesn’t match the file type, it will be appended with the correct extension. Alternately, click Browse or Choose file (depending on your browser) to choose a file. (If you choose a file in a format not supported by the editor, you will not be able to edit it and so the pencil icon will not appear.)
