Using Primavera uDesigner’s auto-population feature, you can automatically populate fields on a form or line item at the time the form/line item is created. Auto-population can occur on business processes that are in the same shell, or across shells. Using auto-population means that you do not have to enter data in every field in a form. For example, this feature could automatically fill in a “Plant Location” field from an attribute form.
For another example, the date field on a time sheet could be set up to default to the server date and time so that you do not need to use a date picker. Or, a field could be set up to automatically display a title or other text that you would normally need to fill in on a frequent basis.
In addition, auto-population can be used with the Primavera Unifier portal. When a user logs into the portal to submit a form, such as a work order, the user’s information, such as his/her location and department, can be automatically populated on the work order. Or, when an employee “move” request is created, the current location of the employee can be auto-populated onto the move request form.
Fields on a form can be auto-populated from the following sources:
| • | Fields on an attribute form for managers (except a code-based configurable manager) |
| • | Fields on another business process form or line item |
| • | Fields on a user attribute form (via a user data picker) |
| • | Shell attribute forms |
| • | Fields from an upper form (to fields on a detail form) |
| • | Fields on single-record BPs at the company, shell, or standard project level |
| • | Fields on an SOV (for a payment application BP) |
| • | Fields from document properties of a line item attachment |
| • | The total value from a line-item numeric field (can populate a field on an upper form; becomes a read-only field) |
| • | A constant value that was specified for a field when the form was created in Primavera uDesigner |
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