Field Descriptions

Table Information

 

Document Case Values

What can I do in this screen?

Use this screen to enter the document location associated with the workflow document case label.

When should I use this screen?

Set up information in the following screens in Costpoint client/server before using this screen:

Field Descriptions

Label *

The system populates this non-editable field with values from the Label field in the Case subtask of the Define Workflow Models screen in Costpoint client/server (Others\Workflow\Design).

The labels are the key identifiers for the workflow case.

Only labels with a valid value of "Document" (established in the Define Case Labels screen in Costpoint client/server (Others\Workflow\Design) will display.

Document Value

Click on the Browse for File pushbutton to locate the document.  The location data can contain up to 254 characters.  

You can access the Red Exclamation icon in the Menu Bar to open the file.

Case labels and values create an identifier for the workflow case.

You can also use a case label and case value as a filter. In order to filter on a specific case and value, you must enter the label, value, and users (to route activities and messages) in the Define Role Filtering screen in Costpoint client server (Others\Workflow\Design).

You must also add the filter to a role in the Define Roles screen in Costpoint client/server (Others\Workflow\Design).

See the documentation for the Define Role Filtering screen and the Define Roles screen in Costpoint client/server (Others\Workflow\Design) for more information on setting up and using a filter.

Table Information

Changes to this screen update the following tables:

WF_CASE_VALUE (Workflow Case Values)

 

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