Rules for checking conditions for auto-creation

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Rules for checking conditions for auto-creation

There are rules that govern when Primavera Unifier scheduler checks the conditions for auto-creation. If the conditions are met, Primavera Unifier auto-creates the BP.

Rule 1

The company administrator checked the Enable Auto creation checkbox when auto-creation was set up in Primavera Unifier. This selection implies system-based auto-creation, and the BP Creator Select button is not displayed in User Mode.

For non-workflow BPs: The condition check occurs on Finish Edit. If the condition is met, it creates the record and shows the link for the auto-created BP. If no condition is specified, it auto-creates the records and shows the link for the auto-created BP.

For workflow BPs: The condition check occurs on sending. If the end step is reached and an action form is used on the end step, the condition check occurs on saving instead of sending. If the condition is met, it creates the record and shows the link for the auto-created BP. If no condition is specified, it blindly creates records and shows the link for the auto-created BP.

If the Enable Auto creation checkbox is not checked, it implies manual creation.

For non-workflow BPs: The condition check does not occur on Finish Edit.

For workflow BPs: The condition check does not occur on Send.

The BP Creator Select button is shown in User Mode so that the user can create BPs manually. If clicked, a BP record is created without checking any condition.

Rule 2

Date trigger condition check: Checks the specified date data element. Condition checks are done on a date instead of during Finish Edit or Send. If a link already exists, it will not create any new records for that BP creator element in the chosen line item of the record.

Rule 3

Trigger condition check based on frequency (periodic): Checks on frequency for BP Creator elements when the Enable Auto creator option is checked. If specified, these are the only time condition checks are done. This overrides any other checks for date.This is the only method to create multiple records even if a link already exists and a record has already been created for this BP Creator element. The link created using this will always point to the last auto-created record.

Oracle Corporation