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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, and then if the conditions are met, auto-creates the BP.

Rule 1

The Company Administrator selected the Enable Auto creation checkbox for BP Creator when the auto-creation was set up in Primavera Unifier.

If the Enable Auto creation checkbox is checked, it 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 condition met, creates record and shows the link for the auto-created BP. If no condition is specified auto-creates records and shows the link for the auto-created BP.

For workflow BPs: The condition check occurs on Send. If end step reached and Action Form is used on End Step, the condition check occurs on Save instead of Send. If condition met, creates record and shows the link for the auto-created BP. If no condition specified 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.

BP Creator- Select button shown in User Mode so that the user can create the business process manually. If clicked, creates BP record without checking any condition, and creates record and shows the link.

Rule 2

Date Trigger Condition check: Are checks on the specified Date Data Element. Setting this up implies that condition checks are done on a date instead of Finish Edit/Send in case of Non workflow and Workflow respectively provided a link does not already exist next to BP creator element. 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): Are checks on frequency for BP Creator elements with Enable Auto creator 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 creator for this BP Creator element. The link created using this will always point to last auto-created record.

Oracle Corporation