Once you have created the blocks for the form, you can insert fields in the blocks. To insert fields, you will be choosing data elements from two lists: Custom Elements and Standard Elements. You can also auto-populate these fields from outside elements (see Auto-Populating Fields).
Note: Standard elements are not available for planning items, planning sheets, asset classes, or shells.
| 1 | In the Upper Form (or Detail Form) Design window, select an empty cell; then do one of the following: |
| • | To add a custom data element, click the Add Custom button. |
| • | To add a standard data element, click the Add Standard button. |
One of the following windows opens:
| 2 | Highlight a data element from the list and click the Select button on the toolbar. Primavera uDesigner adds the data element to the selected cell on the form and enters a check mark on the picker window in the Used column beside the data element. |
To add multiple data elements at once, press the Ctrl key and click the element names.
Tip: Be sure there are enough empty cells to accommodate all the elements you have chosen. If you are short on cells, click the Insert Row button on the Designer window toolbar to add cells to the form. Then select the data elements.
The Data Element Picker window remains open, but Primavera uDesigner brings the Form Designer window to the front.
| 3 | To add more elements to the form, select another cell on the Form Designer window and repeat step 2. |
| 4 | When you have added all the fields to the form, click Close Window to close the element picker. |
| 5 | To exit the designer window, click Close Window. |
To find a specific data element
The list of data elements designed for your company can be large. To quickly display the element you want to use, you can use the Find feature at the top of the window. You can search for a data element by the element name, its form label, or its data definition. You can narrow each of these search options by using operators on the fields, such as “contains” or “is empty.”
Note: Only the Custom Data Elements window includes a Find feature; the Standard Data Elements window does not.
| 1 | In any of the search fields—Data Element, Form Label, or Data Definition—click the underlined operator and choose the operator you want to use to narrow the search. |
| 2 | If you have chosen any operator except “is empty” or “is not empty,” enter the text the operator should look for. |
| 3 | Click Search (or press the Enter key on your keyboard). Primavera uDesigner will list all the elements that meet the search criteria you entered. |
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How this Find Window Works |
To sort the list
The list of data elements shows:
| • | The name of the data element |
| • | The label of the element that appears on the form |
| • | The data definition on which the data element is built |
| • | Whether the element was shipped with Primavera Unifier (Pre-Defined), or was created by your administrator |
To make finding a data element easier, you can sort the list by any of the columns. For example, if you are more familiar with the elements by their form labels, you can sort the list alphabetically by the Form Label column; or if you are looking for a picker, you might sort the list alphabetically by the Data Definition column.
To sort the list by a column order, click the column heading. Primavera uDesigner displays the list in alphabetical order by that column. To see the list in reverse-alphabetical order, click the column heading a second time.
To move data elements
Once you have added elements to the fields on the form, you can drag and drop the elements from one location to another and one block to another block. To do so, position your cursor over the name of the field, right-click, and drag the field to its new location.
Note: You cannot move an element into a cell that is already occupied by another element. To make room for rearranging elements, insert an extra row. When you are through moving elements around, delete the extra row.
To preview the form
Once you have defined the form, you can preview it to see how it will look in Primavera Unifier. On the open form in the Designer window, click the Preview button. Primavera uDesigner displays the form in a new window.
Once you have added a field to a form, you can enhance the behavior of the field by:
| • | Adding a note to a field to explain its behavior or purpose |
| • | Making the field required, editable, or read-only |
| • | Adding a formula to the field |
| • | Validating field values |
| • | Auto-populating a field |
| • | Erasing/resetting the value of a field |
| • | Populating pickers |
| • | Adding a reference process to auto-populate data |
| • | Linking elements in shell hierarchies for easy restructuring |
| • | Viewing Details About Form Fields |
| • | Making a Field a Hyperlink |
For some business processes, you must add additional pieces to the form for users to use in collaborating on a task. For example, you might need to organize business process line items,by creating multiple tabs for the forms to make it easier to locate business details. You might also need to add a reference process or an email notification to the form. In addition, you can auto-create records from certain forms. For instructions on adding these functions, see:
| • | Adding line item lists |
| • | Adding text entry areas |
| • | Adding response lists |
| • | Including a map |
| • | Organizing data with multiple tabs |
| • | Selecting fields for email notifications |
| • | Selecting Fields for Primavera Unifier on Mobile Devices |
| • | Auto-Creating a BP record or a line item from a Form |
| • | Auto-Populating a PayApp from a Base Commit BP |
| • | Updating field values |
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