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

Inserting Fields Using Picklists

Inserting Fields Using Picklists

There are many places where you add or use field names.
This image shows the Edit Screen dialog box. There are two sections: Fields and Sceen. When you add a field, it appears in the screen section.
When a user runs a guide, Process Designer replaces the field with the value within the object. For example, if an Account Type field was inserted and the Account Type is "Grade 1", users will see "Grade 1" instead of the field name when they are running the guide.
Three kinds of lists exist in steps:
  • Read-Only Field
    : A read-only field is a field whose value cannot be changed. You can tell that it is read-only field because it displays in gray.
    The text in front of the field was added as descriptive text in front of the field. If you didn't add a description, the user might not know what information was being displayed.
    Note
    : When an object ID is placed in a canvas as a read-only field or put into a column in a table, it displays as a link to the object. If you want to show the object ID's value, insert it into a text field as "
    {!Id}
    ".
  • Editable Field
    : An editable field lets the user see the current value of the field as well as modify its value.
Click the "
...
" button to see a field properties dialog. For more information, see Field Properties.

Autogenerated Fields

A field can be virtual; that is, the object has a field that is actually a composite key or a composite field. When Guide Designer displays the name of this virtual and autogenerated field, it displays it as "
Object_name
" + "
_IID
".


Updated February 11, 2021