Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Workflow Case Labels

Use this screen to enter the case labels that are 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. Case labels are required in the Manage Workflow RoleFilters screen and the Case subtask of the Manage Workflow Models 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, click on the toolbar to update the table.

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.