Configure the Naming Convention for Instances of a Process

To configure the naming convention for a process instance, 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, complete this field as necessary.
    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>

    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