Customize Your Process Instance Name Format

To customize your process instance name format, do the procedure in this topic.

Figure: Naming Convention screen

Naming Convention screen

Good to Know

  • If a custom process instance naming convention uses a variable based on a value from a form control, it is recommended to set the form control as Required on the eForm.
  • If a custom process instance naming convention is defined using one or more process data variables, and the value for all the variables is null, instead of showing a blank process instance name, the default process instance name is used.

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, click Misc > Naming Convention.

    Click Naming Convention

Procedure

  1. On the Naming Convention screen, do one of these:
    • Select Default to specify the default format for the process name.
      Field NameDefinition

      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 NameDefinition

      Custom Name

      Function:
      Specifies your format for the process instance name.
      Accepted Values:
      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