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:
They should begin with a letter or an underscore
They should contain only letters, digits, hyphens, underscores, and periods
They should not contain spaces
They should not begin with the letters
XML in any case (e.g.
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.
Data description limited to 255 characters (required field)
Type of data (required field):
Includes automatic detection of URLs (
http://) and email addresses and displays them as links rather than plain text
Default value of the data
For text type data: Click the pencil icon to open the Edit text inline editor.
For file type data: Click the pencil 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.) To delete the file, click the
In both editors, press
Ctrl+Space to display a drop-down list from which you can choose and insert process data and WorkflowGen macros.
Only applicable to Numeric and Date/Time type data. Upon saving the data, the Format drop-down will be populated with the following formats:
Round-trip (float) (
Full date/time (short time)
Full date/time (long time)
General date/time (short time)
General date/time (long time)
Sortable date/time (ISO 8601)
Universal sortable date/time
Displays associated format; allows custom formats to be specified if Custom formatting is specified above.
Number of decimal places displayed (for applicable formats)
Force data to display using the selected culture (language format); the default value is the current user’s culture.
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.
Displays a file browser in a pop-up window
Sub-process parameter 
Direction of the data when used as parameter by a parent process
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.
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:
Request and Action follow-up forms
Default notification messages (e-mails)
Action data pop-up window
✏️ 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).
Define the data column size in the lists and home page; enabled when visibility option 3 or visibility option 4 is checked
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'
FORM_DATA elements (which contain the data of a form) as read-only.