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Adding data transform to a process

Updated on November 15, 2021

To save time, define a place in your case where a data transform occurs by adding the data transform to a process. You typically add a data transform between two assignments. For example, while processing a purchase order, you can populate a shipping address with data that a user provides as a billing address.

  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, hover over a process to which you want to apply a data transform, and then click Configure process.
  3. On the toolbar, click Open process.
  4. Double-click a connector between two assignments where you want to add a data transform.
  5. In the Connector properties dialog box, in the Set properties section, select Apply data transform.
  6. In the Data transform field, press the Down arrow key, and then select the data transform.
  7. Click Submit.
  8. Click Save.

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