Configure unique values
Business processes can have values specified on the upper form only that enable unique values in fields. This feature is available for Company level and project/shell level, and can be used on workflow and non-workflow business processes.
You can configure unique value validation on data elements on business process upper forms. For example, if a business process has a field called Invoice, and you need to enforce that each invoice number is a unique string, you can configure this field to have a unique value. If the user attempts to enter a string that is not unique (has been entered on another business process), the user will get a warning message that an alternate value must be entered.
You can use up to five data elements on a business process upper form that enable unique values. This feature is available only on upper forms.
Note: You can specify that a field that has been configured for auto-sequencing also have a unique value.
Field value uniqueness is validated when:
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Records are created through integration (CSV or Web Services) |
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A business process is routed |
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Reverse auto-population occurs |
To configure unique values
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Go to the Company Workspace tab and switch to Admin mode. |
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Click Configuration > Business Process in the left Navigator. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company. |
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On the right pane, double-click the business process to open it. |
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Select a business process and click Open > Data Elements. The Data Elements Configuration window opens. |
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On the Unique tab, click the Add button. The Select Data Element with Unique Value window opens. |
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Select a Data Element to configure for unique values. The text string data elements from the business process upper form are listed. |
Note: Unique values are not available on Detail Forms.
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Specify the Level: Company or project/shell. If you select Company, the system will enforce unique values in the selected data elements on all records in the entire company. If you select project/shell, the system will enforce unique values across all records in the current project or shell. |
To modify the unique values configuration
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Go to the Company Workspace tab and swtich to Admin mode. |
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Click Configuration > Business Process. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company. |
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Select a business process and click Open> Data Elements. The Data Elements Configuration window opens. |
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On the Unique tab, click Modify. The Add Unique Data Element window opens. |
You can modify only the Level.
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To remove a data element, select it and click Remove. |
Note: Data elements that are removed from the design in Primavera uDesigner are listed in the Data Elements Configuration window in red, and can be selected and removed.
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