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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: Content

Setting Source Values: Content

A Content source is one in which the person designing the guide is deciding the value that is passed as input to a step. For example, you could use Content to set the Description field of a Create step creating an event to "Demonstrate the product" rather than requiring the guide's user to provide the description.
Sometimes, you want to create content that contains text and field values. For example, you could have a "mailing" field that contains a person's name and address. You would add this information by including field strings.
Click the (x) icon to see a list if fields.
After you select a field, Process Designer places a field code into the text box at the cursor's position. You can individually select as many fields as you need; however, you can only select one item at a time.
Here's an example:
You can also add text to this inserted field indicator. For example, In front of
{$Account.name}
, you could type "
Name:
".
When Process Designer executes this step, it replaces each field indicator with the text extracted from the field.


Updated February 11, 2021