Field categories

Every new field must be assigned to a field category. Fields are placed into categories based on their usage. There are three types of categories:

• Internal
• Workflow
• Custom

Internal category

Contains internal fields with internal values. Since the fields and their values are affixed by Process Manager, no field details or field mapping are required. This category is provided by the system and cannot be deleted or edited. You should avoid placing new fields into this category. The internal category contains the following default fields:

• All approval comments
• All denial comments
• All who have acknowledged
• All who have approved
• All who have denied
• All who have not acknowledged
• All who have not responded
• Current date and time
• Request ID
• Starting workflow
• Workflow instance ID

Workflow category

Contains internal fields with internal or external values. The default fields of this category are affixed by Process Manager, but you can define the field mapping. Any new field added to this group can have the field details assigned in addition to the field mapping. This category is provided by the system and cannot be deleted or edited. The workflow category contains the following default fields:

• External system identifier: Always required.
• Proposed request date: Required if you want the action to occur at a specified time.
• Requester: Required if you want to have information show up in the Requester tab in the Web application.

Custom category

Contains internal or external fields with internal or external values. Custom categories are created by users, so they contain custom fields. The custom fields are new fields created by users to perform a specific function.

To create a category

1. From the main menu, click Configure | Fields.
2. In the Category details tab, click New category.
3. Insert a name for the category and a description.
4. Click OK.
5. Click Yes.