Process Fields are where data about documents, as well as data about a process, is stored. First create the Fields in the GlobalCapture Field Catalog and add them to the list in the Process Fields Pane. This makes them available for your Workflow. Once assigned, Fields can store data captured from an end user, a Template Zone, or can bet set / calculated in the workflow itself. With proper permissions, users can view and edit the Fields in the Validation Station.

Title

A Title is required. A good Title is important because it shows up in the process history and can help with troubleshooting workflow errors. Your Title should be concise and informative.

Description

Provide a Description of your condition. Detail the purpose of the condition, the operations, etc. Description are helpful when revisiting the workflow in the future and by those who did not design the workflow but need to make modifications. The Description will appear in the process history.

Data Validation

Data Validation checks to ensure data being added to an index field conforms to the field’s properties such as length and data type. 

• If enabled, a process error will occur if there is a mismatch.  

• If disabled, data will populate the field even if there is a mismatch.

Set Value

The default behavior of the node is to set a value.  As the name implies, with this option, the system will assign the literal value provided to the Process Field selected.  

1. Select a Field from the Process Field drop-down list of Fields.  If you have not added any Fields to the workflow, the list may be empty.  Some Fields are Read Only and cannot be populated or modified by end users.  In general, fields that are not editable will not show in the list of available Process Fields.

2. In the Value, enter the value to be added to the field.

   • Leaving the Value empty will delete any data currently in the field.

   • Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.

   • Hard code a value to be set by entering the value. If the selected process field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.

Set Only If Empty

• Disabled - Any existing data is replaced with the the data in the Value field.

• Enabled - Only if the field contains no data will the data from the Value field populate the field. Non-empty fields will retain their data.

1. Select a Field from the Process Field drop-down list of Fields.  If you have not added any Fields to the workflow, the list may be empty.  Some Fields are Read Only and cannot be populated or modified by end users.  In general, fields that are not editable will not show in the list of available Process Fields.

2. Word Match is the value to be found and replaced.

   • Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.

   • Hard code a value to be set by entering the value.

3. The Value represents the data the will be added in replacement of the Word Match data.

   • Leaving the Value empty will remove the Word Match data.

   • Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.

   • Hard code a value to be set by entering the value. If the selected process field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.

1. Select a Field from the Process Field drop-down list of Fields.  If you have not added any Fields to the workflow, the list may be empty.  Some Fields are Read Only and cannot be populated or modified by end users.  In general, fields that are not editable will not show in the list of available Process Fields.

2. Pattern Match is the pattern to be found and replaced. This could be as simple as a comma to find a comma, or a more complex .NET Regular Expression.

3. The Value represent the data the will be added in replacement of the pattern found.

   • Leaving the Value empty will remove the Pattern Match data.

   • Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.

   • Hard code a value to be set by entering the value. If the selected process field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.