DEFINE CASE LABELS

Use this screen to enter the case labels that will be used globally throughout your workflows. Case labels are key fields that you define to identify a particular instance of a workflow. Examples of case labels include "Account," "Customer," and "Location."

Set up case label data in this screen as one of the first steps in designing workflows, because the case label is required in other Workflow functions. (In the Define Role Filtering screen and the Case subtask of the Define Workflow Models screen, you can enter only the label fields entered in this screen.)

The association of case labels with workflow cases can be useful not only to create a unique identifier for the workflow, but also to filter activity and message routing and start Costpoint functions.

When you have completed your entries, use Save on the toolbar to update the table. During the save process, the system will delete table rows marked for deletion and will re-order the display sequence.

Note: Case values are associated with case labels to identify a particular instance of the workflow. In other words, there may be more than one occurrence of a workflow. Case values are used to identify each occurrence. For example, the workflow "New Employee" has "Employee" as its case label. In workflow, there are two occurrences of the "New Employee." The first occurrence has a case value of "John Smith." The second occurrence has a case value of "Sue Jones."

Before you begin to add data in the Define Role Filtering, Initiate Case, Escalate Activities, or Maintain Case screens and the Case subtask of the Define Workflow Models screen, you should set up case labels in this screen as one of the first steps in designing workflows. Although you can add to, delete, or change the information in this screen at any time, use caution in the timing of your edits because they may affect the records available to the other screens.

Label

Enter up to 15 alphanumeric characters for the Label field, which is required. The case label can be any meaningful name used to identify a workflow. You can use Lookup if you need to review the available system-defined case labels. If you select a system-defined case label from Lookup, it will be displayed in both the Label and System Label fields.

Note: The system-defined case labels available through Lookup on Label or System Label fields are from a table pre-loaded with data, which is provided by Deltek.

Valid Values

Select "All," "User-Defined," "System," or "Document" from the drop-down box for this required field.  This field indicates to other Workflow screens (Define Role Filtering, Initiate Case, or Maintain Case) where to look up case values.

• All - Any case values are acceptable.

• User-Defined - You define case values in the Values subtask of this screen.

• System - Look up case values from a system table.

• Document - Any document can be associated with a workflow case.

Note: If Valid Values was previously set to "User-Defined" and you change it to "All" or "System," the system will display a message explaining to you that, if any related data exists in the Values subtask, it will be deleted. The Values subtask is available only when Valid Values is set to "User-Defined."

System Label

Enter up to 15 alphanumeric characters for System Label. This field will not accept data unless the Valid Values field is set to "System," in which case entry is required. The value entered in this field must be a valid system-defined case label. You can use Lookup if you need to review the available system-defined case labels.

Note: The table used for Lookup on System Label is the same table used for Lookup for Label. As mentioned in the note for the Label field, the table is pre-loaded with data provided by Deltek. In addition to supplying you with many system-defined case labels, the table contains the name of the system database table and column associated with each system-defined label. For example database table "ACCT" and column "ACCT_ID" are associated with the system-defined case label "Account." The database table and column are used by Lookup in the Complete Activity dialog box and the Define Role Filtering, Initiate Case, and Maintain Case screens to provide you with case values from the appropriate system database table and column.

Values

Select this pushbutton to open the Values subtask, where you can enter user-defined case values. This pushbutton is active only if you selected "User-Defined" from the Valid Values drop-down box.

Table Information

Changes to this screen update the following tables:

WFMCLBL

WF_CASE

WF_UDEF_CASE_VALUE