› Create a workflow › Define data

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. While still on the Workflow Details screen, click the New button to open the dialog box where you define the data.
  2. Create the Title variable:
    1. In the Name field, enter “Title.”

      The Unique identifier field is automatically populated. Leave it unchanged.

    2. In the Type field, select String.
    3. Leave the Value field blank.
    4. Select Initialization.

      This setting directs this information to appear on the Enhancement Request form that will be generated at runtime.

    5. By default, the variable name is displayed as the Label text. You can change the label text if you wish to display a longer piece of text than the variable name.
    6. Accept the default settings for Input type and Max length.
    7. Select Mandatory to ensure that each Enhancement Request is assigned a title.
      Variable: Title
  3. Click Add another.
  4. Repeat this procedure three times to create three more variables, using the following parameters.

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

  5. Click Add another and create a String variable with a drop-down list to introduce the product names.
    1. In the Name field, enter "Product."
    2. In the Type field, select String.
    3. Select Initialization.
    4. In the Input type field, select Drop down.
    5. Select Mandatory.
    6. In the Data source field, select Custom.
    7. On the Options list, click , enter "Brand1" and click Add and close.
    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 and close.
      Workflow details for new product
  6. Click Add another and create a String variable with a drop-down list to introduce the Status types.
    1. In the Name field, enter "Status."
    2. In the Type field, select String.
    3. In the Value field, enter "New."
    4. In the Input type field, select Drop down.
    5. Select Mandatory.
    6. In the Data source field, select Custom.
    7. On the Options list, click , enter the status type "Approved" and click Add and close.
    8. Repeat step g. twice more to create the status types "Rejected" and "More Info Requested."
  7. Now that all the data that you need is added, click Add and close to exit the dialog box.

    The newly created data is displayed on the Data list.Data populated

  8. 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 the Up/Down arrows to adjust the order of the items listed. The order should be: Title, Description, and Product.
    3. Click OK.

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