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* custom metadata docs * remove bad file * fix name --------- Co-authored-by: burnettk <burnettk@users.noreply.github.com>
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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. | ||
- 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. | ||
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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. | ||
- Select the process model you created and start a new instance. | ||
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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. | ||
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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. | ||
- 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. | ||
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3. **View Filtered Results**: | ||
- 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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