Field Overrides Tab of the Application Workflow and Transition Property Editor

Use this tab to override the properties of the fields for a workflow or transition (except a Delete transition).

Note: For information about overrides, see Understanding Inheritance and Overrides.

Element	Description
List of fields	Select a field whose properties you want to override. (Fields with overrides are displayed in boldface type.) Note: You can sort the fields by clicking the Arranged by menu at the top of the field list and selecting a sort option. You can find a field in the list by right-clicking in the list and then selecting Find. Tip: To sort the list into two sections, showing fields that are overridden and those that are not, select the Overridden sort option.
Override field properties for field-name	Select this option for each field type whose properties you want to modify. For User, Multi-User, and Multi-Group fields, select this check box to allow default values to be set for the workflow in SBM Application Administrator. After this check box is selected, the field name is displayed in bold type.

Element

Description

List of fields

Select a field whose properties you want to override. (Fields with overrides are displayed in boldface type.)

Note: You can sort the fields by clicking the Arranged by menu at the top of the field list and selecting a sort option. You can find a field in the list by right-clicking in the list and then selecting Find.

Tip: To sort the list into two sections, showing fields that are overridden and those that are not, select the Overridden sort option.

Override field properties for field-name

Select this option for each field type whose properties you want to modify.

For User, Multi-User, and Multi-Group fields, select this check box to allow default values to be set for the workflow in SBM Application Administrator.

After this check box is selected, the field name is displayed in bold type.

Attributes

Element	Description
Required	Makes the field a required attribute.
Read only	Prevents the field from being modified.
Allow mass update	Lets users simultaneously transition, update, or delete multiple primary items and to simultaneously update or delete multiple auxiliary items. For example, if several primary items have been "Deferred" from the system, you can activate all the items at the same time by performing a mass "Restart" transition. This activates all the items at the same time and places them in the same state. This option provides the flexibility of determining the specific fields that can be modified when users perform a mass update. For example, if the Additional Notes field is selected for mass update, users can enter a value in the field before completing a mass update. This value overwrites any previous values stored in the field for items that are mass updated. If a value is not provided for the field during the mass update, the original values remain unchanged.
Require appended text (Journal fields)	Requires users to append text to the Journal field during every transition (if set at the workflow level) or a specific transition (if set at the transition level). This option is available when the check box is selected.
Append only (Journal fields)	Forces the text in any new journal entries to be appended to the text in an existing journal entry, preventing users from modifying existing journal entries. Clear this option to let users edit existing journal entries.

Style options

Element	Description
Allow searching	Select this option to enable "Value Find" on submit, transition, and update forms for the field. Value Find lets users search for values.
Single drop-down list	Select this option to let the user select a value from a populated drop-down list.

Value options (Transitions)

Element	Description
Leave unchanged	Select this option to leave the value in the field unchanged during a transition.
Clear	Select this option to clear the value in the field during a transition.
Set to default	Select this option to set a default value for a transition field. Note: For Text fields with the Journal display option enabled, this setting applies only to appended text.
Default value	Type or select a default value. You cannot change the default value for fields that are automatically populated by the system or that need to be set in SBM Application Administrator. For guidance on setting default values, refer to Setting Default Values for Fields.
Set to calculation	This option is only available for Date/Time and Numeric fields. This option allows you to calculate a value for these field types. For example, you can calculate an amount owed based on a rate and the actual time to resolve. The calculation can be made read-only and placed in the Hidden Fields section. Selecting this option displays several additional controls that you use to set up date calculations. See Calculating Values for Date/Time and Numeric Fields for a description of your options for populating this field.

Value options (Workflows)


Default value	Type or select a default value. You cannot change the default value for fields that are automatically populated by the system or that need to be set in SBM Application Administrator. For guidance on setting default values, refer to Setting Default Values for Fields.
Selection Value Overrides	This section is available for Single Selection and Multi-Selection fields, and can be changed even if the Override field values for field-name check box is not selected. To change the status for a selection value, click the Status column in the applicable row and then select Enabled, Disabled, Inherited, or None. After a status is changed, the field name is displayed in italic type.

Default value

Type or select a default value.

You cannot change the default value for fields that are automatically populated by the system or that need to be set in SBM Application Administrator.

For guidance on setting default values, refer to Setting Default Values for Fields.

Selection Value Overrides

This section is available for Single Selection and Multi-Selection fields, and can be changed even if the Override field values for field-name check box is not selected. To change the status for a selection value, click the Status column in the applicable row and then select Enabled, Disabled, Inherited, or None.

After a status is changed, the field name is displayed in italic type.

Field Overrides Tab of the Application Workflow and Transition Property Editor

Related Topics