Dynamic Field Mapping
It is possible to insert dynamic values from the forms or the process to customize the description text.
Sources
There are multiple sources of information for Dynamic Values:
Current Step
Link to step: This will insert the link, the text that holds the link is requested in a popup, when this element is selected. You will see #REPLACE-STEP-LINK-click here#. The signs # indicate that a dynamic parameter is added. You can freely cut & paste this on another position.
Link to step (link only) : same as above, but without the text.
Link to step (link only - without the URL) :
Name : Name of the step
Approval step: approve - decline (+ link only) 👍
Approval step: decline - This will insert the link, the text that holds the link is requested in a popup, when this element is selected
Approval step: decline (link only) - this will only insert the link, allowing you to create custom HTML templates, with for example an image used as a button.
Change request form action : This provides a link to change the original request. This option will prompt a popup that asks for the text of the link.
Change request form action (link only): This provides a link to change the original request. This option will not prompt a popup that asks for the text of the link, but only provide the link
Change request: query parameters :
Actor : is a list of all the define User fields for the current actor of this step. In case multiple actors are defined, the value for each actor separated by comma or displayed.
Datastore entries
The reference is made like this : #REPLACE-DATASTORE-Countries EMEA||Continent#
External app field
Form field
General
This gives these options:
- Current date : current date in format : yyyyMMdd - Current date (with format) : current date with the option to set your own format using yyyy MM dd - Value from the query string : Upon selection, you are prompted to enter the key :
Overview layout
When an overview layout is set for this process, you can display it here using this function
Pdf report
When PDF reports are created for this process, you can link them using this option. When no PDF reports are created, the second dropdown remains empty.
Previously Entered Field
The following information is available:
For all steps:
Date started & ended, with or without format
Name of the step
For all steps where there was an Actor:
Actor (definition) : Defined Actor with all persons' attributes,
Actor (Executor - last one) : the last actor (the person who actually completed the step) with all persons' attributes. If a step gets processed multiple times, the actors can vary. This function allows you to fetch the last one
Actor (executors - all) : all Actors that have completed the step, combined over all instances of this step
For Action steps, all form fields are available, also each field when a subform is used.
For Adapter steps, all values related to the item created in that step are available. These fields are displayed in the third drop down list.
For Approval steps, all approval votes and comments are available
Process
The following information is available:
Name : Name of the process
Ticket Number : SSP ticket number
Form Title : Name of the form that started the ticket
Link to ticket : Direct link to this ticket, in ticketing - module. The text that holds the link is requested in a popup, when this element is selected.
Link to ticket (link only) : Direct link to this ticket, in ticketing - module.
Date started : Start date of the ticket, in yyyyMMdd - format
Date started (with format) : Start date of the ticket, with the option to set your own format using yyyy MM dd
Ticket information: All information about this ticket.
Process log: The log contains the name of each step, when it started and when it ended. When there is an actor, they are also mentioned in the log. This is a text-based element.
Public messages : All messages entered in the workflow, and the messages marked as public in the Ticketing solution
Private notes : Private messages form the Ticketing solution
Ticket changes : Ticket changes contain all updates to a ticket that have been created by the system due to field value changes within ticketing.
All action logs : Log of all actions performed on the ticket (so less than the normal logs, that keeps track of every step started).
All form fields : All form fields that were completed by the user. the labels are the end-user labels, so not the internal labels.
All form fields (with only filenames for uploads) : All form fields that were completed by the user, no links to the documents are shown, only the filenames
All form fields with internal label : All form fields that were completed by the user, with internal label as label
All form fields with internal label (with only filenames for uploads): All form fields that were completed by the user, with internal label as label, no links to the documents are shown, only the filenames
Default Pdf Report : Link to the PDF report that is set as default. The text that holds the link is requested in a popup, when this element is selected.
Default Pdf Report (link only) : Link to the PDF report that is set as default. No popup is presented to ask for the text that holds the link.
Default Pdf Report (name and content in base64) : Same as above, with the name & content formatted in base64. More info : https://en.wikipedia.org/wiki/Base64
Default Pdf Report (content in base64) : Same as above, with only the content formatted in base64. More info : https://en.wikipedia.org/wiki/Base64
Status images all active steps : Indicates the status of all open steps using an image
Requestor - <Field> : any user data known of the requestor
Requested for - <Field> : any data known of the requested for
Ticket - assigned to Group - Name : The name of the Group that was assigned to the ticket (Ticketing solution only)
Ticket - assigned to person - <Attribute> : Any known user's attribute of the assigned person (Ticketing solution only)
Ticket - <Field> : any default and custom field from the Ticketing solution
Task - Assigned to group - Name : The name of the Group that was assigned to the Task (Ticketing solution only)
Task - Assigned to person - <Attribute> : Any known user's attribute of the assigned person to the Task (Ticketing solution only)
Task - <Field> : Any default and custom field from the Task component in the Ticketing solution (Ticketing solution only)
Responsible : Any data known for each user, assigned as responsible. (Ticketing solution only)
Text file
When Text files are created for this process, you can link them using this option. When no text files are created, the second dropdown remains empty.
Variable
Select any of the created Variables within this process.
WsCall
This option only contains values in case you have defined “Webservice calls” within a process (and saved the process). Once webservices have been defined, use the WSCall menu option to select return values from the defined webservices within your process.
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