Define data

In this step, you define the data that will be available for use within the Enhancement Request workflow. You need to create six String variables: Title, Description, PM Comment, ID, Product and Status.

  1. On the Workflow Details tab, click the New button for Data to open the dialog box where you define the data.
  2. Create the Title variable:
    1. Enter “Title” as the Name.

      The Unique identifier is automatically populated.

    2. Leave the Unique identifier unchanged.
    3. Select String as the Type.
    4. Leave the Value blank.
    5. Select Initialization.

      This setting enables the TotalAgility solution user to provide information when using the workflow at runtime.

    6. Accept the default settings for Input type and Max length.
    7. Select Mandatory as you must provide a title.

      Variable: Title

  3. Click Add another.
  4. Use the same procedure you followed for adding the Title variable to create three more variables.

    Name Type Value Initialization Input type Mandatory
    Description String Selected Multi line Selected
    PM Comment String Clear Multi line Clear
    ID Numeric Clear Clear

  5. Click Add another.
  6. Now create a String variable with a drop-down list that includes the product names:
    1. Enter "Product" as the Name.
    2. Select String as the Type.
    3. Select Initialization.
    4. Select Drop down as the Input type.
    5. Select Mandatory.
    6. Select Custom as the Data source, which will enable you to provide the values.
    7. On the Options list, click , enter "Brand1" and click Add.
    8. Select the Default check box for Brand1, so it is selected by default at runtime.
    9. On the Options list, click , enter "Brand2" and click Add.

      Workflow details for new product

    10. Click Add another.
  7. Use the same procedure you followed for the Product variable to create the following String variable with a drop-down list that includes the statuses:
    1. Enter "Status" as the Name.
    2. Select String as the Type.
    3. Enter "New" as the Value.
    4. Select Drop down as the Input type.
    5. Select Mandatory.
    6. Select Custom as the Data source and provide the following values: Approved, Rejected and More Info Requested.
      Variable: Status
  8. As all the data that you need is added, click Add and close to exit the dialog box.

    The newly created data is displayed in the Data list.

    Data populated

  9. Set the order for displaying data:
    1. Click the Set display order link above the data list.
      The Display order dialog box appears.
      Display Order dialog box

    2. Select any row and use to adjust the order of the items listed. The order should be: Title, Product and Description.
    3. Click OK.

Now that the required data is created, you are ready to create the workflow. Continue to Define the workflow.