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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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  1. How-To Guides
  2. Using the Designer Wizards

Object Configuration Wizard

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Last updated 3 months ago

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The XMPro Object Configuration Wizard enables the Configuration Consultant to configure the properties of a Field or Object on an Activity. Even though you will achieve the same result by using the Properties Window, this Wizard provides “less technical Consultants” with a more intuitive interface.

  1. Open the relevant Activity from Process Explorer.

  2. Set the properties of an existing field in the Activity. For a new field, drag the required object from the Toolbox and drop into the Work Area.

  3. Right-click the relevant field or object.

  4. Click XMPro Wizard. The Object Configuration Wizard window, General Tab will open. For a new field, the Object Configuration Wizard opens automatically once the object (field) is placed in the Work Area.

  1. Enter the configuration values as required

  2. Click the Options tab.

  3. Enter the configuration values as required.

  4. Click OK.

  5. On the quick access toolbar, click the Save icon or press CTRL+S to save your activity.

Fig 1. Accessing the Object Configuration Wizard
Fig 2. Object Configuration Wizard - General Tab for Browse Page Object
Fig 3. Object Configuration Wizard - Options Tab for Browse Page Object