Workflow Parameter window

Use the Workflow Parameter window for creating a new workflow parameter of a workflow process, or modifying the existing parameter.

Once created, your parameter can be inserted as the %[WFP ParameterName]% placeholder when building workflow items, components, and E-mail Notification templates. For details, see Inserting placeholders. It also appears in the Workflow and Business Logic > Workflow Configuration section for quick customization. For details, see Customizing your workflow configuration.

General tab

This tab defines general properties of the parameter, such as the name, data type, and the default value.

Under Parameter, set these parameter properties:

  • Name - the parameter name.

  • Label (optional) - the parameter label. This label appears in the Workflow Configuration section. If missing, the parameter name is used as the label.

  • Type - the type of data you want the parameter to store.

    TIP: The data type must meet the requirements of workflow items or components that will use the parameter. For example, if you want to use this parameter for populating a virtual field, select the same data type that your virtual field has. For details, see Types of virtual fields.

  • Reference to (for Reference type) - the objects that will be available in the list when choosing a reference object from .

  • Lookup values (for Lookup type) - the list of static values available for selection. Lookup parameters appear in the Workflow Configuration section as drop-down lists.

  • Description (optional) - the description to help you and other administrators understand what exactly this parameter controls. This text appears in the Workflow and Business Logic > Workflow Configuration section and in the Select Placeholder dialog box.

  • Process - the process that uses the workflow parameter.

Under Default Value, optionally specify the default parameter value:

  • Value (optional) - the default parameter value.

Usage tab

This tab shown the workflow items and components that use this workflow parameter, and allows you to quickly access them.

  • Open - opens the selected workflow item or component.