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Artifacts

The Artifacts module is a reference view of the supporting objects a Planning application defines: the Substitution Variables your rules read, the Connections a Groovy rule can call out to, the User Variables a form context resolves, and the Smart Lists a member can be typed with. It shows what the Pod says these objects are. Nothing here changes them.

Click the EPM Workbench icon in the Activity Bar, pick a Pod, then choose the Artifacts tab. Four rows appear, each with a count:

  • Substitution Variables
  • Connections
  • User Variables
  • Smart Lists

Above them is a status line. Before a Pod has any artifact data it reads Not pulled yet. Use Pull to fetch artifacts from EPM. Once there is data it reads the total and when it arrived, for example 238 artifacts | pulled 3/14/2026, 9:02:41 AM.

The Pull from EPM icon in the ARTIFACTS header, part of the Full tier (on Free or Offline it shows an Upgrade to Full Access tooltip instead of acting), brings these four categories down on their own, without touching your rules or dimensions. A full Pull collects them too, and so does importing a Snapshot in Offline Mode. Offline is how a Pod with no live connection gets artifact data at all.

Clicking a category opens it as an editor tab, one tab per Pod and category. The tab holds a filter box (Filter by name…, though it matches text in any column), a row count that becomes N of M rows while a filter is active, and a table whose columns you can drag to resize. Clicking the category again reveals the tab you already have open rather than making a second one.

Columns differ by category:

CategoryColumns
Substitution VariablesScope, Name, Value
ConnectionsTarget, Name, URL, User, Modified
User VariablesName, Dimension, Member selection, Context
Smart ListsName, Label, Kind, Entries, Order

Scope on a Substitution Variable is either Application or the Plan Type the variable is scoped to. Kind on a Smart List is Dynamic when the list is driven by a member selection and Static when it is a fixed set of entries, in which case the Entries column is the number of them.

Hovering a name shows a Copy name button, so the exact string can go straight into a rule.

Selecting a row fills the EPM Details panel with that object’s full properties. The panel is in VS Code’s secondary sidebar; if it is closed, the View menu opens it.

  • A Substitution Variable leads with Reference, the &NAME form you type in a rule, then Value and Scope.
  • A Connection shows Target, URL, Username, Domain, Description, Modified, and Modified by.
  • A User Variable shows Dimension, Member selection, and Use context.
  • A Smart List shows Label, Kind, Member selection, Display order, Missing label, Form missing label, Auto-generate ID, and Minimum access, followed by an Entries group listing every entry id with its name and label.

The same data feeds completion while you type: Substitution Variable names, Smart List names, and Connection names all come from here. See The Editor.