Process Step Settings: Custom Data Fields

Custom Data Fields are used to store some additional data associated with the step.

Open Step Settings and expand "Custom Data Fields" section.

Click on "add" link (1) to open popup (2). Open picklist "Type" (3) and select data type which field should represent:

Custom Data Field type can be:

  • Text - short sting
  • Long Text - some long text data
  • Decimal - a number
  • Date
  • Date Time - a date with time
  • Checkbox
  • Picklist - a dropdown list with a set of selectable options and ability to select a default value
  • Priority - a pre-defined picklist of available priority values (Low, Normal, high and Critical)
  • Tag - a field that has only name

All field types have the mandatory property "Name", that is used to identify the field. It should contain alphanumeric characters only.

Field of types Text, Long Text, Decimal, Date, Date Time and Checkbox have the "Default Value" property that is not required.

Field of Picklist type has an "Options" field where options should be listed (separated with semicolon). After Options is populated, user become able to select one of them as "Default Value", if needed.

Field of Priority type has the "Value" property only that should be selected from pre-defined set.

Field of Tag type has no other properties - it's Name is used as it's Value.

Field of types Text, Long Text, Decimal, Date, Date Time, Checkbox and Picklist also have properties "Read Only" and "Required", which names describe them enough.

 

Save configured custom field.

All custom fields will be shown in step properties. Configured fields can be deleted (4), added to library (5), or edited by clicking on name proper field (6):

 

Custom Data fields will be shown (7) in the "Data" tab (8) of the proper step on Progress Component:

Custom Data field values can be changed - click "Edit" icon (9). This field value will be shown below in Edit mode (10). Make changes and click Save (11):

Custom Data fields can be used like a step property in different situations, e.g., step actions. They will be listed (13) as fields of "$Properties" Context Object (12) in Merge Field Picker:

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