Creating a Layout for a Process

If you have a process that has steps containing literal values or variables and no associated layout, you are able to create a layout for the process within the Process Editor. You will be allowed to do the following:

Select steps of interest within the Steps tab
Replace literal values in those steps with variables
Create a layout for the process
Create a recordset for the layout
Collect variables from selected steps and add those variables to the layout
Update one row of recordset data to contain replaced literal values or variable initial values

To create a layout for a process:

In the Navigation pane, click Processes.

The Processes window appears.

In the Processes Summary pane, double-click a process.

The Process Editor appears.

Click the Steps tab.

The Steps tab appears.

Right-click on a step or multiple steps in which you want to replace literal values with variables and select Add To Layout.

The Add to Layout dialog appears.

The Layout Folder field displays the folder path of the existing or new layout for the current process. If a new layout is being created, it will be created in the same folder path as the process.

The Layout Name field displays the name of the existing or new layout for the current process. If there is no layout associated to the process, the new layout will have the same name as the process.
If the layout is new, enter a name in the Recordset Name field.

If it is an existing layout with recordsets, select a recordset from the Recordset Name drop-down list.

The Variable folder displays the folder where the new variables will be placed. The value in the field is the root variable folder of the project.

The Step grid displays the steps that you selected. If needed, edit values from the column's drop-down lists:

Column	Description
Narrative	This column is read-only. Displays the narrative of the selected step. If the step is not a typical Input or Verify step, then the narrative will be prefixed by "???". If you see this prefix, then this step may not be an appropriate step to drive the data.
Parameter	If the parameter can accept a variable, select a variable from the drop-down list. If the parameter cannot accept a variable, then a drop-down list is not displayed. if the parameter currently contains a user, local, or system variable, then a drop-down list is not displayed.
Value	This column is read-only. If the current value of the parameter contains a variable, then the value appears as (V) plus the variable name.
Action	Select one of the following values: Create Variable This value appears in the list if a variable needs to be created for the current parameter. Use Variable This value appears in the list if the current parameter value is a variable. Select Variable This value appears in the list if the current parameter value is a literal value. If you select this option, then the Select Variable dialog appears, and you can select the variable to use in this parameter.
Variable	This column displays the name of the variable to be used in this parameter. If the parameter already contains a variable, then the column is not editable. If the parameter contains a literal value, then you are able to edit the variable name. If you change the variable name, Certify checks to see if a variable by that name already exists in the specified variable folder. If the variable does exist, the Action column value is updated to Use Variable. If a variable does not exist, the Action column value is updated to Create Variable.
Type	Select the data type of the parameter. The available values in the list depend on the data type of the parameter. If the value for the Action column is Use Variable, then this column displays the data type of the selected variable. If the Action column value is Create Variable, then you will be able to select the data type to use when creating the variable.

Click OK to save your new layout.

If needed, a layout folder will be created, and the layout folder path will match the process folder path.