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 Role Filters 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.

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.

Location

Define Case Labels

This table window displays all available case labels within Costpoint. Use this table window to set up case labels for your workflows. Use to add a new record to this table window.

Case Label

Use this field to enter a new case label. This case label is used to identify a workflow. You can use if you need to review the available system-defined case labels.

Valid Values

Use this drop-down list box to select how to define this case label. The following options are available:

• All — Select this options to indicate that this case label can be associated with any document, system table, or values defined in the User-Defined Values subtask..

• Document — Select this option to indicate that this label can be associated with any document.

• System — Select this option to indicate that this case label looks up case values from a system table. System defined case labels are from a table pre-loaded with data provided by Deltek.

• User-Defined — Select this option if you want to define the case values using the User-Defined Values subtask.

If this field was previously set to User-Defined and you change it to All or System, Costpoint displays a message explaining to you that, if any related data exists in the User-Defined Values subtask, it will be deleted. The User-Defined Values subtask is available only when this field is set to User-Defined.

System Label

This field displays the system label associated with this case label. You must select System in the Valid Values field for you to be able to enter data in this field.

System-defined case labels derive data from a table pre-loaded 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, the ACCT database table and ACCT_ID column  are associated with the Account system-defined case label.

Subtask

• Table Information

  Changes to this screen update the following tables:

  • WF_CASE

  • WF_UDEF_CASE_VALUE