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Field: Process and Document fields

Process and document fields are fields that transfer the information of a process or document, such as the name, into the form. For these fields to work, the workflow must be defined as a special wor…

Christoph Lemos
Updated by Christoph Lemos

Process and document fields are fields that transfer the information of a process or document, such as the name, into the form.

For these fields to work, the workflow must be defined as a special workflow and the process must be started directly from the process via the "Comments and tasks" menu.

The following fields are available:

Field

Description

Valid from

Adopts the Valid from date if this has already been specified in the object.

No.

Accepts the number of the object

Object

Shows the type of the object - process or document.

Process / Document

Accepts the name of the object

State

Accepts the current status of the object

Process owner / Responsible

Takes over the responsible person - process owner or document owner

Process manager

Takes over the process manager

To see this field, it's mandatory to activate "Show field process manager" in the process management settings.

Version

Takes over the responsible person - process owner or document owner

Version description

Adopts the version description of the object, if one is already defined.

An example for the use of these fields is the Approval Workflow.
Since only a limited number of special workflows can be defined, the use of these fields should be carefully checked and, if necessary, discussed with a CWA employee.
A description of the general field attributes that also apply to this field can be found:
General field properties

How did we do?

Field: Data source for processes and documents

Field: Wiki

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