Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Introduction to Data Types and Field Properties

Introduction to Data Types and Field Properties

Process Designer uses information contained within your application database. Each database table contains object types that you can access through your connections to work with the fields needed in a process.
When you define process or step properties, you drill down to view the objects and select associated fields from a list.
For example, in following case, the Salesforce objects give you access to many object types that you can use in the
process
:
You can view the object types for the Salesforce object:
In most cases, a process determines what type of data is being stored based on the application. For other fields, you may need to define them as Simple types and select the appropriate data type. Apart from the data type, you might want to control other field properties. For example, you could specify a default value or hover text to help the user.
To update field properties, simply click in the field to edit.
Read the topics in this section to learn more about the field properties and data types.


Updated February 11, 2021