Manage data fields from the task pane

From the process map task pane, you can add existing data fields and create new ones. You can also arrange and group the data fields in the task pane to suit your needs.

Add an existing data field

If a data field is in the project, but it is not displayed in the task pane, you can add it.

  1. To open the Add and Arrange Data Fields dialog box, complete either of the following steps:
    • On the Variables tab, click New. At the bottom of the dialog box that appears, click Add and Arrange Data Fields.
    • At the bottom of the Process tab or the Lean tab, click Add and Arrange Data Fields.
  2. In the Add and Arrange Data Fields dialog box, select an available data field.
  3. Click the right arrow button to move the data field to the list of data fields that are displayed in the task pane.
  4. Click OK. The selected data field appears in the task pane.

Create a new data field

If the data field does not exist, you can create it.

  1. To open the Add and Arrange Data Fields dialog box, complete either of the following steps:
    • On the Variables tab, click New. At the bottom of the dialog box that appears, click Add and Arrange Data Fields.
    • At the bottom of the Process tab or the Lean tab, click Add and Arrange Data Fields.
  2. In the Add and Arrange Data Fields dialog box, click the Add Field button.
  3. Complete the Add Field dialog box, and then click OK in each dialog box. The new data field appears in the task pane.

Arrange data fields

You can arrange the data fields to appear as you want them to in the task pane.

  1. To open the Add and Arrange Data Fields dialog box, complete either of the following steps:
    • On the Variables tab, click New. At the bottom of the dialog box that appears, click Add and Arrange Data Fields.
    • At the bottom of the Process tab or the Lean tab, click Add and Arrange Data Fields.
  2. In the Add and Arrange Data Fields dialog box, do any of the following options:
    • To create a section for a group of data fields, click the Add Group button, and then enter a name for group.
    • To reorder groups and data fields, click the up arrow or down arrow buttons.
    • To add or remove data fields, click the left arrow or the right arrow buttons.
  3. Click OK.
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