Let’s Set the Title Automatically

The Title is important for distinguishing between Processes. If the subject line is set appropriately, you can easily see what has been requested and which Task was assigned just by looking at the Task assignment notification.

One idea for setting an appropriate title is for it to be automatically set on the Workflow App. By using Data Items to express what the Process is handling within the subject line, you can set an easy-to-understand title without requiring the User to enter it manually.

• The content you want will always be included!
• The format will always be correct!

For example, if you embed the item’s title in a “request to purchase goods” Process and embed a theme in a request to create a blog article, the operator can easily understand the details of the Task. And if you have the subject line format in place, it can be a great help if you want to search for a specific Process.

In this tutorial, a “Service Task (Data Assignment)” is used to automatically arrange the Process Title into the following format.

Workflow diagram

Create a new App and draw the following workflow diagram.

The Service Task (Data Assignment) object is found in the advanced palette, and it is an object for manipulating Data Item values. You can use this to match the subject line to the format given above. It is an App that accepts the input of Date and Datetime-type Data Items (for example, the date when expenses were advanced) in the “Start” Task and after the operation, it displays the Title in the “Confirm” task.

Data Item Setting

Prepare the following data items.

Item name	Data type	Field name	Remarks
Subject	String type / single line
Date	Date type / year / month / day	q_date

Set the data edit permission as follows:

Start	Confirm
Subject	Only display	Only display
Date	Editable	No display

Service Task (Data Assignment) Settings

Service Task (Data Assignment) is an object that saves a value or expression in a specified data item. Set the properties as follows:

Since we are manipulating the title string this time, select the “Title” data item as the save destination. In the text box, enter an expression that represents the format given above.

Since Service Task (Assignment) supports data embedding, use the “Insert data reference” menu as appropriate. “Date” must be formatted and saved in the format yyyy / MM (example: 2019/04) using the format function in the Data Item settings.

For details on Service Task (Data Assignment) and assignment expression formats, consult the following reference pages.

• Service Task (Data Assignment) – Questetra Support
• R2272 Automatic Assignment to String Type – Questetra Support
• M404: “Customer Name” to be Automatically Set in the [Title] Midstream – Questetra Support

That’s all for the app settings. When you save, release and check the operation, the Title should be set automatically. (Look at the figures below)

Automatically Set the Title Using the “Initial Value”

There is also a method of automatically setting the title using the Initial Value of the “Title” Data Item without using the Service Task (Data Assignment). Since it is not necessary to place a Service Task in the Workflow diagram it can be simpler to set up. However, because it is based on the Initial Value it’s not able to work flexibly, such as reflecting input from the User in the Title or changing the Title according to the conditions in the process.

For example, if you want to embed “Process Start Date / Time” instead of a Date-type Data Item, set the following value as the Initial Value of “Title”, then [Test] {Process Start User} – {year/month of Process Start Time } can automatically be set as the title.

Please refer to this tutorial and implement various formats to suit your app!