Use this dialog box to search for and add a source field to a workflow type.
This field displays Standard.
After changing the information on the dialog box, you must click Search to populate the list box of results. The records that PM Compass displays in a grid depend on the search filters that you define. The columns in the grid vary, depending on the display type that you select.
Search using one of the following options:
Field Name — Select this option to filter the search results by field names. Its corresponding column in the search result grid displays all field names associated with a table.
Label — Select this option to filter the search results by labels. Its corresponding column in the search result grid displays all labels associated with the field name.
Table — Select this option to filter the search results by table names. Its corresponding column in the search result grid displays a list of available table names that are included in the existing table list on the Source Fields tab of the User-Defined Data form.
After selecting the field, click Search to populate the list box with results from the selected Search By.
Use this text box to enter a value stored in the selected Search By field. After entering the search text, click anywhere in the search results grid or click Search to populate the list box with results from the selected Search By.
This grid displays the search results after you define your filter criteria and click Search. The column headings of this grid vary depending on the field that you select from the Search By list.
This field displays the total number of records that are available in the result set of the search.
Select a workflow from the grid and click Select to display the corresponding record. You can select multiple records by pressing either CTRL or SHIFT and then clicking the selected entries. The search dialog box displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
For field searches, selecting a record and then clicking Select close the search dialog box and display the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and clicking Select closes the search dialog box and populate the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, the label of this button is Apply.
Click to select and display all available records in numerical-alphabetical order.
Click to exit the dialog box.
Click to display the corresponding help topic.
Add a source field to a workflow form