Workflow Manager 2014
The Data Element Properties view includes the following properties, depending upon the selected Data Type:
| • | Properties Common to Multiple Data Types |
| • | Text Entry Box Data Type Validation Options |
| • | DB-Driven Type Data Type Options |
| • | Dynamic Pick List Data Type Options |
Properties Common to Multiple Data Types
The following data element options are common to multiple data types:
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Option |
Displayed for Data Types ... |
Description |
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Default Value |
Text Entry Box, Text Area, Single Selection, Multiple Selection, Radio Button, Check Box, Date |
To set default values for text fields, selection lists, radio buttons, or dates, use this option:
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Use to Define Conditions/Branching |
Single Selection, Radio Button |
Enables this data element to be specified as controlling a workflow branching condition. When workflow phases are defined, data elements with this option can be selected as the condition of the phase. The default value for this field will be No. Important: This field is only shown if you have selected a Workflow Manager Data Type that supports branching (Single Selection or Radio Button). |
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Define a condition for automatic rollback? |
Single Selection, Radio Button |
Enables this data element to be specified as controlling the automatic rollback to a specified workflow step, based upon administrator input. The default value for this field will be No. For more information, see Setting Up Conditions to Perform Automatic Rollback to a Workflow Step. Important: This field is only shown if you have selected a Data Type that supports branching (Single Selection or Radio Button) and if Use to Define Conditions/Branching option is set to Yes. |
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Selection list items |
Single Selection, Multiple Selection, Radio Button, Check Box |
Enter the items in the list control (if you selected Single Selection or Multiple Selection in the Data Type field) |
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Directory Services |
Directory Service |
If you selected Directory Service as the Data Type, this field appears allowing you to select a Directory Service Attribute (which are defined on the Directory Services Attributes Administration Page) to map to a user in the directory service. If you select the Directory Service data type and no directory service information has been defined, the Add New... link appears. Click Add New... to define directory service information, or select a different data type. See Creating a New Directory Service Connection. |
Text Entry Box Data Type Validation Options
The following additional options are displayed when the Data Type is set to Text Entry Box:
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Option |
Description |
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Validation Type |
From the Validation Type list, select one of the following options to specify if you would like to validate the data that is entered into that field:
If you select the Mask or Regular Expression options, the Validation Expression and Validation Message options are displayed. |
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Validation Expression |
Enter one of the following:
\(\d{3}\)\d{3}-\d{4}
( ) - \ / . $ An example of a mask validation for a United States phone number would be: (###)-(###)-(####) |
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Validation Message |
Enter the error message text that you would like to display if the users’ entry is not valid. The error will be generated when the user attempts to navigate out of the text field. |
DB-Driven Type Data Type Options
On the Data Element Properties view, when the Data Type of a Data Element is set to DB Driven Type, the following additional options are displayed
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Option |
Description |
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External Data Source |
Select a database connection that was defined on the External Data Sources Administration page. See Creating a New Data Source Connection. |
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SQL Query |
Define a query to select the columns of the database table that you want to include on the selection list that is displayed to the user as a request is worked on. For example, if you want to display the LastName and JobTitle and EmployeeID of all salespersons in the Midwest region, enter a query that would return those values. Also note the following regarding the SQL Query field:
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Persisted Column |
Enter the name of the column containing the value you want to store in the database. In the previous example, you would probably want to store the EmployeeID column as the Persisted Column because it uniquely identifies the person that will be selected. |
Dynamic Pick List Data Type Options
On the Data Element Properties view, when the Data Type of a Data Element is set to Dynamic Pick List, the following additional options are displayed:
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Option |
Description |
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Data Source File |
Select an XML data source file to populate your Dynamic Pick List data element. This field lists of all of the XML source files that have been copied to the following Workflow Manager Web Server location: [Workflow Manager Web Application Root]\DataSourceFiles These XML data source files must adhere to the Microsoft Excel XML spreadsheet schema. To ensure that your XML file is in the correct format, open your XML file in Microsoft Excel, and save it in Microsoft Excel XML Spreadsheet format. |
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Column Value to Submit |
For Dynamic Pick List data elements, select the name of the column in the selected XML data source file that contains the value that you want to pass to Workflow Manager when an item is selected. An XML data source file can have multiple columns, but only one column value is passed to Workflow Manager. By default, the first column in the XML file is selected. If no column names are listed, it means that the XML data source file that you selected either contains no data or was not saved in Microsoft Excel XML Spreadsheet format. |
Workflow Manager 2014 Help LibrarySeptember 23, 2014 |
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