Unifier auto-creates new business process records using a BP Creator element. If this element is on the upper form of the business process, it will auto-create a single record. If the BP Creator element is on the detail or line item form, it will auto-create a record for every line item on the source record. For example, if source tab A has a BP Creator element and 10 line items, and source tab B has the same BP Creator element and 7 line items, 17 new records will be auto-created.
Sometimes, however, creating a record for every line item is cumbersome. You can end up with 17 records that differ in only one aspect, such as a color. For cases like this, you can group line items for auto-creation in order to create fewer generated records. In a simple example for a lumber yard order, you might have doors made of wood or steel, both in colors of white and red. You could group the line items according the material (wood or steel) and color (red or white) to create fewer work order records.
Notes:
- If the auto-created business process is set up to include line item attachments, the attachments will be appended to the upper form of the destination business process if it is not a line item type.
- If the auto-creation uses a date trigger, Unifier will ignore this grouping feature.
- Unifier will not group line items if:
- The steps in the workflow are of different duration
- The task assignees are different
- The locations (such as shells) are different
See also Set up auto-creation for a non-workflow BP or planning item and Set up auto-creation for a workflow BP.