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Request Workflow Configuration

This section allows you to perform the following operations -

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titleSystem Metadata

Allows you to add metadata to the external system. This metadata is displayed in the panel selected. Select the external system from the drop-down in the system metadata panel.

📗 Note: The external system must be selected from the drop-down to enable the Add New button.

Click the Add New button in the far right column to assign system metadata to the workspace. In the Add System Metadata window, type information in the provided fields, based on the table below, then click Save.

Field

Description

Metadata

Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

📌 Tip: To assign a template to the workspace, select the Template metadata here. The default value field will display a list of all the available templates for selection.

Default Value

Displays a drop-down if a value is assigned in Administration>Metadata>Manage. Select the default value to be assigned to the metadata. If no values are available, you can enter a value for the field.

Is Hidden

Select Yes to hide the field. The field will not be displayed in the Workspace Wizard.

Conditional Display

You can set options for the system metadata to be displayed only if the condition criteria specified here is met. Select the metadata and set the condition and value to be matched. The metadata will only be displayed if the condition entered here met.

Display Label

Enter a display name for the metadata. Make this as specific as needed to differentiate between similar metadata names that may exist.

Help Text

Enter help text to be displayed as a tool-tip on the custom field.

Type

Select the type of metadata from the drop-down. Options include:

  • Date - Represents date value (e.g. 2018-10-10)

  • String - Alphanumeric characters (e.g. cam123)

  • Boolean - Represent logical values (e.g. True or False)

  • Number - Numeric data values (e.g. 1,2,3)

  • Currency - Represents integer format (e.g. 123.456)

Look Up

Select Yes to include the Metadata in the look up search fields to be applied to the external systems.

📗 Note: This option is disabled for selection, if the the Lookup option is set as No when adding the Metadata in CAM.

Lookup Type

  • Internal - The values in the drop-down are populated from the CAM metadata. You can select the metadata values from the drop-down.

  • External - The values in the drop-down are populated from the configured external system. You can select the metadata values from the drop-down.

Create a new value?

Select Yes to add a new value to the look up field. A  (blue star) sign

Image Added

Above sign is added next to the look up field in the panel.

Lookup new Option

Generate New Number - CAM automatically generates a numeric value based on the Max digit and Metadata range specified in the dialog.

Use description as alias - CAM will auto add the metadata name as the alias metadata ID The Create a new value must be set to Yes.

Max digit for Metadata

Only displayed if Generate New Number option selected

Enter the length of the metadata to be generated for the custom entry (e.g. 5)

Start From

Only displayed if Generate New Number option selected

Enter the lowest value for the generated metadata (e.g. 10)

Metadata Range From & To

Only displayed if Generate New Number option selected

Enter the lowest & highest value of the metadata range that can be accessed

Is ID field hidden

Only displayed if Use description as alias option selected

Select Yes to hide the field in the Create Workspace Wizard.

Order

Set the order of the metadata to be displayed on the panel.

Panel

Select the panel for the metadata to be applied.

Editable

Select Yes to allow the metadata value to be edited in the workspace dialog.

Required

Select Yes to set the metadata field as a mandatory field on the panel. A value must be specified for the field.

📗 Note: If a field is Required and Hidden, a default value must be specified.

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