Customize Your Process Instance Name Format
To customize your process instance name format, do the procedure in this topic.
Video: Process Designer Overview
How to Start
- Do one of these:
- On the Application Explorer screen, do one of these:
- Click Misc > Naming Convention .
Procedure
- On the Naming Convention screen, do one of these:
- Select Default to specify the default format for the process name.
Field Name Definition Default
- Function:
- Specifies the default format for the process name. The name is automatically generated by the AgilePoint system.
- Accepted Values:
- Read only.
- Default Value:
- <Process Name>-<Date Time Stamp>
- Select Custom and complete these fields
as necessary.
Field Name Definition Custom Name
- Function:
- Specifies your format for the process instance name.
- Accepted Values:
-
- A process data variable.
- One line of text that can have spaces.
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
- Example:
- ${ProcessName}-${ProcessInitiator}
Also refer to:
If the process name exists, add the name with a GUID. If not, the Default Naming Convention is used
- Function:
- Adds a GUID to a custom process name when the name already exists in the AgilePoint system.
- Accepted Values:
-
- Selected - Specifies that a GUID is added to the custom process name.
- Deselected - Specifies that a GUID is not added to the custom process name.
- Default Value:
- Selected
- Select Default to specify the default format for the process name.