Define available keyword text substitutions during run time

Keywords are derived from local variables and properties configured in a workflow. Keywords enable the creation of parameterized content, such as work instructions and email, with specific text replaced with live values during workflow run time. All specially delimited keywords in a document or text string are replaced with keyword values in a workflow at runtime.

Prerequisites
Associate a workflow with a template

Procedure

  1. In the navigator, click eSOP > Task Templates.
  2. In the resource list, add a resource, or select the resource that you want to work with.
  3. In the Displays panel, click Template Editor.
  4. To add custom keywords, on the Keyword tab, click Add.
    1. In the Name column, double-click inside the table cell to modify the name.
    2. In the Description column, double-click inside the table cell to enter information that describes the new keyword.
    3. To delete an existing keyword, select it, and then click Remove.
  5. Click Save.