Data pickers, including user data pickers, must be configured to examine and extract the records that should appear on the picker list. To do this, you need to create a database query. (For more information on data pickers, see the Primavera uDesigner User Guide. For more information on queries, sSee “About Queries”
Once you have set up the query or queries for a data picker, and the picker is active in Primavera Unifier, the queries will be launched whenever:
| • | The user clicks the data picker field on a form |
| • | The business process or line item is auto-created |
| • | A record is created or updated through a Smartform or through integration (both CSV and Web Services) |
| • | The data picker is updated via reverse-auto-population |
For more information on data pickers, see “About Data Pickers” and “About User Data Pickers” in the Primavera uDesigner User Guide.
In addition to setting up queries to extract records for the picker, you can configure the picker to filter the records that the query returns so that only certain records appear on the picker. This is particularly convenient, for example, if the form contains a user data picker that automatically assigns users to a business process as it is created.
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| • | To configure a data picker for a business process, click Configuration > Business Process in the left Navigator. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company. |
| • | To configure a data picker for a shell, click Configuration > Shell Manager in the left Navigator. The Configuration-Shell Manager log opens, displaying the shells that have been imported into your company |
| 2 | Select a business process and click Open > Data Picker. The Data Picker Configuration window opens. |
| 3 | In the left pane, click the name of the data picker. |
| 4 | Create the query. |
The query will search the database and extract the records to display on the data picker. The query will filter the records returned from the database according to a condition or conditions you specify. The condition(s) will “test” a field on the form to see if it passes or fails the criteria. If the field passes the criteria, Primavera Unifier will include it on the data picker.
| a | Click the Add button. Primavera Unifier displays the Add Query Condition window. |
| b | In the Data Element field, select the field on the business process that you want to test with the condition. |
For example, the condition might be that the status field on the shell must be “Active.”
The window expands to show an active Condition field and additional fields where you can specify the query criteria.
Note: If any field in the query or queries is subsequently removed from the form design, the entire query operation will be ignored. That is, if one query fails because a field was removed from the design, Primavera Unifier will ignore all the queries. If a field has been removed from a design, you must amend the query.
| c | In the Condition field, select the condition the value in the field must meet. |
The remaining fields on this window vary, depending on the data element and the condition you specified. For help in completing these fields, see "About Queries".
| d | Repeat steps a through c to include additional query conditions. |
| 5 | (Optional) Filter the returned records. |
This filtering option appears on configurable manager attribute forms that contain user data pickers. This option will filter the list of groups or users that appear on the picker. Use the instructions in the table below to filter the returned records.
|
In this field: |
Do this: |
|
Filter list of Users/Groups based on Project/Shell Membership |
Select this checkbox if you want to filter the list of users on the picker to show only those with project or shell membership. In operation, Primavera Unifier will auto-populate and reverse-auto-populate the data picker with all users or groups, regardless of this checkbox. However, at runtime, Primavera Unifier will filter the picker for the user if you select this checkbox. Note: If you select this option, the rest of the filtering options will be disabled. |
|
Group Membership |
Select the group from which you want to specify a user or users. The drop-down list shows all the groups that are at the company level. |
|
Project/Shell Membership. |
If you want Primavera Unifier to add these users to the shell membership, select the Add user to Project/Shell checkbox. If you want to also add these users to the group under the shell, select the Add user as a member to the selected group checkbox Note: To use this option, the user data picker must be on the upper form, not the detail form. |
| 6 | When you have finished, click OK. |
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