Primavera uDesigner users can design a business process form that automatically creates a new Primavera Unifier BP record after reaching a designated status in a workflow (for example, approved).
The user who owns the original record becomes the owner of the auto-created record. After being created, the new record is sent automatically to the next step in the workflow if it is a workflow business process. Non-workflow business process records will reside in the log.
Note: Business processes are not auto-created in projects or shells that have the View -Only or Inactive status.
The original record can be set up to automatically populate upper form (header) information on the new record, provided the data elements of the upper form fields are the same on both records. That is, if a Description field using the same data element appears on both records, the text in the original record can be entered automatically into the new record.
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.