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* custom metadata docs

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Co-authored-by: burnettk <burnettk@users.noreply.github.com>
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burnettk and burnettk authored Dec 30, 2024
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41 changes: 41 additions & 0 deletions docs/Building_Diagrams/custom_process_metadata.md
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# Custom Process Metadata

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.

## Step 1: Define the Process Model

**Create a New Process Model**:

- Navigate to the "Processes" section in SpiffArena.
- Click on "Add a process model" and fill in the required fields as described elsewhere.
- In the process model form, specify the metadata extraction path.
- This path is used to extract data from your process instances for quick access in searches and perspectives.
- Example: If you have a script task that sets `great_color = "blue"`, set both the extraction key and extraction path to `great_color`.
- Save the process model.

## Step 2: Start the Process

1. **Initiate the Process**:

- Navigate to the "Home" section and click on "Start New" to initiate the process.
- Select the process model you created and start a new instance.

2. **Monitor Process Execution**:
- 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.

## Step 3: Query Custom Metadata

1. **Navigate to Process Instances**:

- Go to the "Process Instances" section to view all instances.

2. **Expose a column for your Custom Metadata attribute**:

- Use the plus icon to add a column.
- Select the metadata field you defined in the extraction path and click Save.
- You should now be able to see your custom metadata as a new column in the process instance report.

3. **View Filtered Results**:
- You can also filter process instances based on your custom column using the same column options.

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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appendices/articles.md
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Building_Diagrams/custom_process_metadata.md
wish_list/wish_list.md
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