Adding workflow data fields and workgroups to the properties view

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can associate data fields and workgroups with the workflows that you define for tasks by using either Case Builder or IBM® FileNet® Process Designer. You can add these data fields and workgroups to a properties view in the same way that you add case properties.

About this task

You can add data fields and workgroups to a view one at a time. By using this method, you can define settings such as labels and user interface controls for these fields.

You can also use the Automatically include setting to add to a container all the data fields or workgroups that are exposed in a step. By using this method, you can ensure that all data fields or all workgroups for the step are included in the view. However, you cannot define settings for specific fields. Instead, the default settings are used for each field.

To have a data field or workgroup displayed in the Properties widget at run time, you must associate that data field or workgroup with the task and step that a user is performing. If these conditions are not met, the field is not displayed in the view.

Procedure

To add a single data field or workgroup to a container in Properties View Designer:

  1. In the Properties palette, select Run time only from the drop-down list.. Then, drag Workflow Field into the container.
  2. Select the workflow field and edit the settings:
    1. Enter the name of the data field or workgroup exactly as it is defined in the workflow.
    2. Select the data type of the field.
      For a workgroup, select Workgroup.

      You can leave the data type as Unspecified. In this situation, Case Client determines the data type at run time and uses the appropriate default control for editing the field.

    3. If the data field or workgroup can have multiple values, select the Multiple values check box.
    4. Specify the property settings for the workflow field.
      The property settings depend on the data type of the field.
      Tip: At runtime, the workflow system assigns values to all of the workflow data fields. Use Process Designer if you want to specify a default value for workflow fields.