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

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 Process Builder, click Misc > Naming Convention.

    Click Naming Convention

Procedure

  1. On the Naming Convention screen, complete this field as necessary.

    Naming Convention screen
    Field NameDefinition

    Default
    Description:
    Specifies the default format for the process name. The name is automatically generated by the AgilePoint system.
    Allowed Values:
    Read only.
    Default Value:
    <Process Name>-<Date Time Stamp>

    Custom Name
    Description:
    Specifies your format for the process instance name.
    Allowed Values:
    Default Value:
    None
    Accepts 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
    Description:
    Adds a GUID to a custom process name when the name already exists in the AgilePoint system.
    Allowed 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