Creating Data Groups

If this is a standard data group, meaning that you are going to define its data elements in Workflow Manager, select this option.

A single-line, editable text box.

To validate the data that a consumer enters into this field, set the Validation Type option to Mask or Regular Expression. When you do this, two additional fields appear for you to fill in: Validation Expression and Validation Message. Refer to Text Entry Box Data Type Validation Options for more information about setting up text validation.

A multi-line, scrollable, and editable text box.

A drop-down list, prompting the consumer to select one value from a list of values. When this option is selected, the Selection list items field appears and you may enter your list values, one per line.

Important: Because a consumer can only select one value, Single Selection fields can be used to control workflow branching.

A list in which the consumer is permitted to select more than one value. When this option is selected, the Selection list items field appears and you may enter your list values, one value per line.

One or more check boxes, which may be selected or cleared to turn an option on or off. When this option is chosen, the Selection list items field appears and you enter labels for your check boxes, one label per line.

A group of radio buttons, used to select one option from a group of mutually exclusive options. When this option is selected, the Selection list items field appears and you may enter labels for each radio button in the group, one label per line.

Important: Because a consumer can only select one value, Radio Button fields can be used to control branching.

A text box where the consumer is only permitted to either enter a date in a specified format (such as MM/DD/YYYY), or select a date by clicking on the field’s associated calendar icon.

A field allowing a consumer to upload documentation, an application or a dependency file, respectively, to a specific location on the Workflow Manager file server.

A field, available only after the initial data entry step, allowing the consumer to upload files which are stored in the Workflow Manager downloadable files directory. Files uploaded using this field are listed on the Downloadable Files tab for the given workflow request.

If you choose this option, the data element will be mapped to an attribute in a directory service. When this field is presented to a consumer, its value will be pre-populated by the value of that consumer’s associated directory service attribute (if the consumer’s account was imported from a directory service).

When Directory Service is selected in the Data Type field, two additional fields appear: the Directory Services list, where you pick the directory service that contains the attribute that you want to use, and the Data Element list, where you select the attribute that you want to map to.

Tip: If you have not yet defined any directory service attributes, you will instead see an Add New hyperlink. Click this to go to the Directory Services Attributes Administration page, where you may define some new attributes. See Managing Directory Services Attributes for more information.

A selection list which is populated with values from an operator-supplied XML file. When this option is selected, the Data Source File field appears, and you can specify the XML file that you want to use. After you select this file, choose the column in the XML file whose value will be passed to Workflow Manager from the Column Value to Submit field. By default, the first column is selected.

When a data element with a data type of Dynamic Pick List is displayed in a workflow request, the consumer is prompted to click a link to make a selection. When the consumer clicks the Click to Select link, the Dynamic Pick List dialog box opens, listing the data defined in the selected XML file. After the consumer selects one or more items in the list and clicks OK, the selected values populate the field, with distinct values separated by pipes. See Dynamic Pick List Data Type Options for more information.

Select this option to populate a single-selection list with real time data values obtained from an associated SQL Server or Oracle database. When you select DB Driven Type from the Data Type list, three new fields appear:

Tip: If you have not yet defined any connections to an external database, you will instead see an Add New hyperlink. Click this to go to the Add External Data Source page, where you may create a new database connection. See Managing External Data Sources for more information.