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

Video: Process Designer Overview

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. Do one of these:
  2. On the App Explorer screen, do one of these:
  3. Click Misc Misc icon > Naming Convention Naming Convention icon.

Procedure

  1. 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:
      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