Jenzabar Campus Portal Features Help Hub

Workflow Data Points

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Data points are values that are passed from FormFlow - Forms that can be used to automate procedures in a Workflow stage. For example, a Check Amount data point can be defined for a check approval track. When a form is submitted to a track, the track will request the Check Amount value from the calling application. These can then be used in Stage Rules to automatically approve or reject the document.

Note

To pass a specific piece of data from FormFlow to Workflow to be used in automated procedures or email templates, a data point must be created in Workflow. Then, in FormFlow's Workflow Configuration option, the data point is configured at the same time as its Workflow track, allowing the data point to be passed to Workflow when a document is submitted to that track.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Workflow feature.

  3. Click Admin this portlet.

  4. Click on a track name.

  5. Go to the Track Settings tab.

  6. Click on the Data Points tab.

  7. Enter a Tag Name to identify the information to be collected.

    Tip

    The Tag Name appears in the Forms feature on the Workflow Configuration page. We recommend using the form question's Unique ID for the Tag Name.

  8. Enter a Description for the data point.

    Note

    This description is only visible to administrators.

  9. Select the Show In Grid checkbox to add the data point as a column on the document approval page.

  10. Click Add.

  11. Repeat Steps 7 - 10 to add more data points.

  12. Click Save.