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Starting an Upper Form

An upper form contains basic information about what the form is managing, such as the name of a record, its status and description, who created the record and when, and so on. It can also contain general data entry, informational, or reference fields for the form. For certain business process types, the upper form can also show a consolidation of the line items from a detail form.

Note: The design of an upper form will have different options, depending on whether it will be an action form or a view form.

 

To start an upper form:

1 Open the business process for which you want to create the upper form.

2 In the Navigator, click Upper Forms. The Forms pane opens.

3 On the Forms pane, choose Manual from the New menu. The Form Design window opens.

 

If you prefer, you can:

• Create a form from a copy of another business process form. To do so, choose New > Copy From, then follow the instructions under See "Starting an Upper Form".
• Create the form from a snapshot of another form in the business process. To do so, choose New > From Snapshot; then follow the instructions under Restoring or Replacing an Upper Form.

 

4 On the General tab, enter a name and description for the form.

5 Specify whether this will be an action form or a read-only view form.

6 Click the Options tab.

This tab displays different options, depending on the form you are creating and whether it is a view form or an action form.

Note: For view forms, the Options tab appears only on line item type and cost type BPs.

7 Use the following table to complete the Options tab.

 

If the Options tab shows this field:

Select the check box if you want the user to:

Allow linking uMail

Link uMail messages to the form.

Attachment Source

Add attachments or line items from the Primavera Unifier Document Manager (Primavera Unifier Folders), or from the user’s local machine (My Computer).

Attachments to Line Items

Add, remove, and copy attachments to line items (see Attachment Source below).

Also, for Document Type business processes only, the ability to Append Line Items Folder Structure to AutoPublish Path. This means that if a Document Type business process has a folder structure, the automatic publishing path specified in uuu_dm_publish_path is appended to the path designated by that folder structure. For example, if the Document Type business process has the folder structure State/County/City, and the automatic publishing path is Street/Builder, the complete path would be:Street/Builder/State/County/City.

Attachments to overall record

Add and remove attachments to the record.

Note: For Text type BPs, the user cannot remove attachments.

Note: Note: To specify that users can attach files to their business process workflow e-mail responses, the Administrator must select Enable response via email in the business process setup and, in Primavera uDesigner select the Add Attachments option on the Options tab in the action form for the business process.

Comments
• Add comments to the record

• Mark comments as “final,” and therefore, not changeable

Funding Options

For General Spends and Payment Applications, you can specify these options:

• View Fund Assignment to allow users to view funding assignments.

• Allow Fund Assignment to allow users to assign funds. To assign funds, the user must also be able to view fund assignments. If you give the user fund assignment permission here, the user will be able to assign funds when the record reaches a terminal status, even if the record has not reached the end of the workflow.

For Base Commits and Change Commits, you can fund by contract by specifying these options:

• Allow Viewing of Fund Information to allow users to view funding information.

• Allow Funding to allow users to create and access Commitment Funding sheets.

In all cases where funding is available, a Funding button appears on the form toolbar at runtime.

Send bid invitations and allow bid receipt

If this is an RFB, use this feature on the Requester form you create for the workflow step that makes the form available to bidders. This field should appear on the Requester action form only; not the Bidder action form.

Use Master Vendor list filtered at Project level

If you have designed a BP that filters the company’s vendor list into a sub-set of vendors, you can use this feature on the Requestor form. This option bypasses the company’s master vendor list and uses the project vendor list instead.

Note: For an RFB that goes out for public bidding, Primavera Unifier will ignore this option and use the company’s master vendor list.

Do not allow viewing received bids

Use this option to hide the Show Bids button, and thereby, prevent anyone (including the requestor) from viewing the received bids.

 

Use this option to satisfy a business need where you do not want anyone to view the received bids unless a specific condition is met; for example, that bids must be received from a certain number of bidders.

Line Items

 

Note: For some line item type BPs, the line items can be grouped under multiple tabs. To specify the options for the line item list under each tab, click the name of the tab on the left and specify the options on the right.

If the tab should be hidden (for example, if the user should not see the tab at a particular step in the workflow), select the Hide current tab check box. (This option is not available for the standard tab.)

For Document BPs:

• Add, remove, and copy line items
• Modify the line item status
• Modify line items, unless the line item has a specified status

 

For Line Item BPs:

• Add, remove, and copy line items
• Add attachments to line items
• Add summary line item amounts

Note: If you select this checkbox, a summary of line item amounts will become an automatic column (titled "Sm") on the line item log. This column may or may not be empty, depending on whether or not there are any amounts to summarize.

• Modify the line item status
• Modify line items, unless the line item has a specified status

 

For Cost BPs:

• Add, remove, and copy line items
• Allow modify line items: If compatible with the Cost BP classification, modify line items at any time during the workflow before the end step is reached
• Add attachments to line items
• Add summary line item amounts
• Generate Payment Schedule (for Lease BPs)

 

For RFBs:

• Add, remove, and copy line items
• Add attachments to line items
• Modify line items only

 

For Schedule BPs:

• Add, remove, and copy line items
• Add attachments to line items
• Add summary line item amounts

 

For Resource Bookings and Time Sheet BPs:

• Add, remove, and copy line items
• Add attachments to line items
• Add summary line item amounts

 

For Lease BPs:

• Add, remove, and copy line items
• Add attachments to line items
• Add summary line item amounts
• Modify line items

 

For Project/Shell Creation BPs:

• Add, remove, and copy line items
• Add attachments to line items
• Add summary line item amounts
• Modify the line item status

Note: Check this check box, otherwise, the user will not be able to change the line item status at runtime in Primavera Unifier.

• Modify line items, unless the line item has a specified status

 

 

Tip:

To allow users to add an attachment to the record only and prevent them from adding attachments to line items, check the following items on the Options tab:

Attachments to overall record

Add and (optional) Remove attachments

Line Items

Allow Modify Line Items, except when status is....

 

8 Click OK.

Primavera uDesigner displays the name of the form on the Forms pane. To complete the form, use the instructions under Adding Blocks to the Form and also Adding Fields to the Form.

To copy an upper form from another business process

1 From the New menu, choose Copy From. The BP Upper Forms window opens, showing a list of upper forms for all the BPs in Primavera uDesigner (in both draft and complete mode).
2 Select the upper form you want to copy from the list and click Copy. The Form Design window opens.
3 On the General tab, you can change the name of the upper form and add a description for the form.
4 Specify whether this will be an action form or a read-only view form.
5 Click the Options tab. Then follow the instructions for the Options tab above.

Note: If you copy an upper form that uses a template, the upper form you are starting will be linked to that template, and any changes made to that template will also appear on this upper form. Any data elements that are not compatible with the business process you are designing will be dropped.

Note: Also note for RFBs—If you copy an upper form that uses a template from a Requestor form to a Bidder form, the Bidder upper form will also be linked to the template.

 

See also

Upper Form Templates

 

 

 

 

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