Costpoint Online Help

Contents of the Purge Workflow Data Screen

Use the fields and options to configure the Purge Workflow Data screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this section to select the range of data you want to include on this report.

Field Description
Workflow

Use this field to select the range of workflows you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting workflow, as applicable.

End

Use this field to enter, or use to select, the ending workflow, as applicable.

Subsystem

Use this drop-down box to select the range of subsystems you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Select the starting subsystem, as applicable. The following options are available:

  • Accounting
  • Materials
  • Others
  • People
  • Projects
End

Select the ending subsystem, as applicable.

  • Accounting
  • Materials
  • Others
  • People
  • Projects
Case

Select the range of case value(s) you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Enter, or use to select, the starting case value, as applicable.

End

Enter, or use to select, the ending case value, as applicable.

Completion Date

Select the range of case values you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Enter, or use to select, the starting completion date, as applicable.

End

Enter, or use to select, the ending completion date, as applicable.

Sort By

Use this section to specify how to sort the data in this report.

Field Description
1st Sort

This field displays that this report is sorted by Workflow entries.

Page Break

Select this check box to insert a page break in between each workflow or status entry.

Workflow Status

Use this section to specify which workflow status to include on this report.

Field Description
Complete

Select this option to include only workflows that have been completed.

In-Progress

Select this option to include only workflows that are currently in progress.

Both

Select this option to include both active and inactive workflows.

Days Prior to Current Date

Use this section to specify a time period on which to base records with completion dates.

Field Description
Days prior to current date

Enter a number in this field to define a time period starting a certain number of days (the number you enter) before the current date, up to the current date. Records with completion dates that fall in this time period are selected.

Note: If you do not select All in the Completion Date field or you selected the In-Progress option in the Workflow Status section, this field is inactive.

If you are saving the selection criteria parameters for re-running the purge, you may want to enter this value instead of an actual range of dates. With a range of dates, you may want to change the dates when re-running the purge.