M319: Register an Options-XML file to which the Workflow Apps Refer

Select-type data in the Data item definitions requires a "Candidate list" to be set. If the target List was registered to the system by a User with [System Administrator] authorization it allows a reference to be set from each App. Thus, you can achieve more efficient modelling and centralized management of candidate lists.

1. Overview of Reduction Measures for Document Format Disparity Risk

a. (Blank Text form)

Risk of data not being entered in the required format (including minor discrepancies)

b. A Text Form in which the Initial Value has been Set

Risk of forgetting to edit the initial value

c. Select Form

Either one of the available choices will have to be entered (selected) (exceptions are unavailable)）

  • In Questetra it is possible to Start a new Case in which initial values have been entered (M207)
  • In Questetra it is possible to set an automatic format check on each input value (M206)
  • "Tips for Input" indicated on the outside of the input field frame (M213) and the "Work Manual" (M214) can also help to reduce the risk

2. Overview of Select Forms that should make use of an Options-XML File

a. Options that should be Controlled

E.g. Client name, branch code, product code, etc.

b. Highly Reusable Options

E.g. Prefectures List, questionnaire answers such as "Very Good, Good, Normal"

c. Partially Reusable Options

Industry List, Answers to a questionnaire such as Visitors Objectives, Interests and Concerns

3. Learn How to Use the XML Options

Please refer to the following learning materials for details on how to create and register the option XML, as well as how to configure automatic updates using the [Update Option Master] step.

Self-Study Resources:

Reference:

X. Business Apps

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