CASE

Use this subtask to enter key identifiers for each in-progress case of the workflow. The workflow engine may also use case labels and values to filter routing of activities and messages, and to launch Costpoint functions.

The Case pushbutton is always available.

Workflow

This non-editable field displays the current workflow name.

Table Window

Seq

Seq is a number used to identify the order in which the case labels of the workflow display within other Workflow functions. This sequence will be used throughout the in-progress workflow. The system will generate a value in this numeric field when you add a new line to the table. This is a non-editable field.

Label

Enter up to 15 alphanumeric characters for Label, which is a required field. When a workflow is in-progress, the values associated with the case labels should uniquely identify each case of a workflow. You can use Lookup if you need to review the available case labels.

You can use the case labels to filter the routing of activities and messages to inboxes (and e-mail, if available). If you want to use the filters associated with the roles used in the workflow, you must add these filters as case labels.

You can use the case labels to launch a Costpoint function with the workflow case data. If you want the Costpoint functions associated with the workflow's activities and options to be populated with the workflow case data, you must add the related case labels.

You cannot delete the predefined case labels in a "Costpoint Triggers" type of Workflow.