Adding Metadata - EnterWorks_Process_Exchange_(EPX) - 10.6

EnterWorks EPX Process Modeling

Product type
Product family
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Product name
Precisely EnterWorks
EnterWorks EPX Process Modeling
Topic type
First publish date

To add metadata to a work item type:

  1. On the Metadata tab in the Work Item Type editor, right-click in the metadata table and click Add in the shortcut menu.

  2. In the Metadata dialog, type a name for the metadata in the Name box. This is the name by which this metadata will be identified elsewhere in EPX.

  3. Click the metadata’s type in the Data Type list. EPX provides the following generic data types:

  • String

  • Large String

  • Integer

  • Decimal

  • Date

  • Datetime

  • Undefined

The available data types also include all work item types that have been added to EPX, with two exceptions:

  • The current work item type is not listed.

  • Any other work item types that use the current work item type as a data type for their metadata are not listed.

These exceptions exist because recursive data types are not permitted. A work item type cannot use itself as a data type.

  1. To require that the metadata field automatically be added to a new work item viewer when the viewer is being added to a flow, select the Required check box.

Note: Required metadata is only added to a new viewer in a flow if the metadata field has already been added to that flow. Required metadata can be removed from a viewer later.

  1. To set a default label for the metadata, type the label in the Label box.

A label is the descriptive text that appears next to the metadata when it is displayed in a work item viewer. A default label can be overridden when the metadata field is added to a work item viewer. If you selected a work item type as the data type in step 3 above, then you are now finished entering metadata information and should click OK. Otherwise, continue to the next step.

  1. The default input type for metadata is Text Field. If you want to use a different input type, click that input type in the HTML Input Type list.

  2. To enter a default value for the metadata, type the value in the Value box.

A default value is one that automatically appears as the metadata value in a work item viewer, but that can be overridden in the viewer (provided that the HTML input type used is an editable type). Any default value entered here in the Metadata dialog can also be overridden when the metadata field is added to a viewer in the Work Item Viewer dialog.

  1. To configure the metadata so that only certain values can be entered in the work item viewer, right-click in the Possible Values table and click Add in the shortcut menu.

In the Possible Values dialog, do the following:

  • Type a name for the possible values group in the Name box.

  • Right-click in the possible values table and click Add in the shortcut menu. Type the code and meaning for the first possible value in the Add/Edit Possible Values dialog. Click OK. Repeat this step for each value that you want to add.

  • Right-click in the possible values table and click Order in the shortcut menu to modify the order of the possible values. By default, the values are arranged in the order in which they were entered. If you are using an HTML input type (such as Radio Button) that presents the participant with a list of choices, the possible value order determines the display order of possible values in the work item viewer.

  • In the Possible Value Order dialog, click a value to select it, and then click the up or down arrow button to move the value to a new position in the order. Repeat this step until the values are in the appropriate order. Click OK.

  • Click OK to close the Possible Values dialog.

By default, the possible values group that you created is designated for use. If you do not want to use this group at this time, clear the Use check box next to the group’s name in the Possible Values table.

  1. When you have finished entering and configuring the metadata, click OK to close the Metadata dialog and return to the Work Item Type editor.