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custom metadata docs (#2201)
* custom metadata docs * remove bad file * fix name --------- Co-authored-by: burnettk <burnettk@users.noreply.github.com>
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docs/Building_Diagrams/custom_process_metadata.md
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docs/Building_Diagrams/custom_process_metadata.md
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# Custom Process Metadata
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This guide will walk you through the steps to create a process model that generates custom metadata using a metadata extraction path and how to query that metadata using process instance filtering.
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## Step 1: Define the Process Model
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**Create a New Process Model**:
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- Navigate to the "Processes" section in SpiffArena.
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- Click on "Add a process model" and fill in the required fields as described elsewhere.
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- In the process model form, specify the metadata extraction path.
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- This path is used to extract data from your process instances for quick access in searches and perspectives.
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- Example: If you have a script task that sets `great_color = "blue"`, set both the extraction key and extraction path to `great_color`.
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- Save the process model.
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## Step 2: Start the Process
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1. **Initiate the Process**:
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- Navigate to the "Home" section and click on "Start New" to initiate the process.
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- Select the process model you created and start a new instance.
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2. **Monitor Process Execution**:
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- Track the progress of the process instance to ensure it completes successfully and actually generates appropriate task data, such as `great_color` or whatever specific data you are looking for.
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## Step 3: Query Custom Metadata
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1. **Navigate to Process Instances**:
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- Go to the "Process Instances" section to view all instances.
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2. **Expose a column for your Custom Metadata attribute**:
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- Use the plus icon to add a column.
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- Select the metadata field you defined in the extraction path and click Save.
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- You should now be able to see your custom metadata as a new column in the process instance report.
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3. **View Filtered Results**:
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- You can also filter process instances based on your custom column using the same column options.
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By following these steps, you can create a process model that generates custom metadata and efficiently query that metadata using process instance filtering.
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@ -82,6 +82,7 @@ appendices/glossary.md
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appendices/articles.md
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appendices/bpmn_terminology.md
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documentation/documentation.md
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Building_Diagrams/custom_process_metadata.md
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wish_list/wish_list.md
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```
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