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

Setting Source Values

Setting Source Values

You can tell Guide Designer about the source of the values that will be assigned to a field. The following figure shows part of a Create step where fields have different sources:
  • Add
    : If the field being entered is of type
    ObjectList
    , selecting this item will let you append an item to that list.
  • Content
    : The values used by the step is what you define here and does not change. For example, the Rating field, which was defined as having one of three values, will be set to one of these three as you are designing this guide. The value you set here is what will be used when this object is created. However, if this were text, the text may also have embedded fields. This example has three different kinds of content fields. The differ because Process Designer knows what kind of data is being set. For example, Converted was defined as a checkbox, Rating as a picklist with predefined values, and Zip/Postal Code is defined as text.
  • Field
    : The value comes from a field in an object.
  • Formula
    : You will use numeric operators such as:
    • +
    • -
    • *
    • div
    • mod
    You can use built-in and XQuery functions to set a value.
  • Query
    : (This is not shown.) You tell Guide Designer which information it should locate. For example, Guide Designer might look for a company whose name is "Acme".
  • Screen:
    (Guides only) You must insert an input field within the Input Screen tab's editing area.