Edit Script Attributes

The Script element is used to open the working record in a script. After you add this element to your flow diagram, you must edit its attributes to associate it with a new or existing script. You must also select the working record that will be passed to the script.

When a script is included in a workflow, be sure it includes a field, an exit script event, a finish script event, or a rule containing a named event so that the flow can be advanced. Field changes, exit script events, and finish script events can be used to advance the flow, as can a script rule that fires a named event. See How Events are Used in Workspace and Script Rules.
  1. From your open workflow, select a Script element on the canvas.
    The Element Tools tab displays on the ribbon.
  2. Click a button in the Script button group.
    The name label is updated with the name of the selected script.
  3. Select a script attribute.

    Script Attributes

    Button Description

    Select Script

    Click this drop-down list to select a script to use in the workflow.

    New Script

    Click this button to select a new script type or import a script definition. For information about creating a new script, see Create a Script. For information about importing a script, see Export a Script.

    Edit Script

    Click this button to edit the selected script. See Edit a Script.

    Options

    Click this drop-down list to access workspace attribute options.

    Enable Save

    Select this option to include the Save button group when displaying a record in the script. To hide the Save button group, clear this option. This button is enabled by default.

  4. Click a button in the Working Record button group to select the record you want to pass to the script. The working record label is updated with the name of the selected working record.

    Because quotes and quote products have no corresponding script type, they are not available as working records for Script elements.

  5. If more than one record of the selected type is open in the record pool, click a button on the right of the Working Record button group to select the record you want to pass to the script.
    Tip: For a menu of available records, click Expand Working Records below the scroll bar in the Working Record button group.