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Process Management Framework - Item form

Article published on the 26th of April, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Item form step is used for inputting meta data for items like Tasks, Risks, and so on. Examples of meta data could be the person responsible for the item, a due date, or a status.

It is often used in collaboration with e.g. an "Update item" step, in order to input new meta data or changing existing data, which can then be saved using the "Update item" step.

An example of such a setup could look like the following:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Update entity step:

Parameters

Parameter name Type Description
Title
String Use this field to give the step a friendly title.
Description String Use this field to give the step a description of use.
Name String Use this field to give this step a unique name used for identification.
Step Input Object Use this field to select an output from a previous step as input for this step.
Business Module String Use this field to select a business module.
Business Module Entity String Use this to define the ID of the business module entity.
List String Use this to define the entity site list in which the item is to be saved.
Content type String Use this to define the content type of the item.
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