Type: Integer
Size: 0
Input Type (Input Method): Creator
Use on: Upper or detail form of any business process
Description: Use this definition to create data elements that will automatically create a new planning item based on a condition, such as a:
- Dollar amount
- Time frequency: daily or weekly
You can use multiple planning item creators on a single BP to create different types of planning item types.
When the BP reaches the condition or frequency trigger in the workflow, the creator element on the form will automatically create a new planning item. For example, you could create a data element using this definition called Downtown Remodel Plan that would generate a new planning item when an initiative kind of business process is approved. This new planning item can then be fleshed out to include budget estimates, personnel, dates, etc.)
Data elements built on the Planning Item Creator definition are visible on forms in two ways:
- If the Unifier user must manually create the new planning item, the element appears on the source BP as a text box with a Create option.
- If the new planning item is automatically created, the element will appear as a hyperlink from the source BP to the destination record.