SmartForms enable users to manage BPs offline, without logging into Primavera Unifier. With SmartForms, you can use a desktop application like Microsoft Word to create new BP records or update existing records offline, and then upload the records to Primavera Unifier. SmartForms work with BPs at the company, project (standard), and shell level. BPs that can be updated by web services work with SmartForms.
To enable SmartForms, you must:
| • | Enable a BP for offline use |
| • | Define templates for BPs |
Users enter data into the template and submit the modified template to Primavera Unifier to create workflow and non-workflow BPs or to modify an existing workflow BP.
To work with SmartForms requires the following applications:
| • | Microsoft Word 2003 or 2007 |
| • | SmartForms plug-in: See the SmartForms Installation and User Guide for details on installing the SmartForms plug-in. This guide is available from the Primavera Unifier Support window, in the Download tab. |
| • | uClient Configurator: To create new records using SmartForms, you must have uClient Configurator installed. When you install the SmartForms plug-in, the uClient Configurator is also installed. The uClient Configurator Setup Guide is available in the uClient Configurator Help menu. |
Note: Due to a court ruling requiring Microsoft to stop supporting custom XML in Word 2007 sold after January 2010 (specifically, "SP2"), SmartForms functionality is currently supported with Word 2003, and Word 2007 (versions released prior to SP2).
Note: The following special characters are supported in text fields of SmartForms: ? ! @ $ # % & ; : , ~ | + = - [hyphen]. These special characters are not supported: “ ‘ --> emdash [extended hyphen] Microsoft Word has functionality to substitute an emdash for two hyphens, and to substitute smart quotes for straight quotes. You might want to disable this substitution functionality when you are using SmartForms in Microsoft Word under Tools > AutoCorrect options, on the AutoFormat As You Type tab. Also, review the settings for special characters on the AutoCorrect tab.
SmartForms offer the following benefits:
The Primavera Unifier SmartForm Application is a Primavera Unifier plug-in that allows you to integrate Primavera Unifier's SmartForm functionality with Microsoft Word. SmartForms offers the following benefits:
| • | SmartForms allows you to create or update business process forms from Microsoft Word without having to be logged into Primavera Unifier. |
| • | SmartForm templates can be forwarded to non-Primavera Unifier users to enter data, which can later be uploaded into Primavera Unifier by a Primavera Unifier user to create or update business process records. |
| • | Forms can be printed for a legible paper presentation |
| • | Offline usage for user convenience |
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