When you access a business process form, or a shell attribute form, with activity sheets (both system activity sheet or manual activity sheets) and create a new form, the Create New <form> window opens. In this window, you can go to the P6 Activity Picker field, click Activity Sheets, and open the P6 Activity Picker window.
In the P6 Activity Picker window, the Activity Sheets field drop-down displays a list of all of the active activity sheets, in alphabetical order. In the case where the multiple source projects are integrated with System Activity Sheet, the Activity Sheets drop-down shows the source projects prefixed with "System Activity Sheet," for example: System Activity Sheet - <Source Project1>, System Activity Sheet - <Source Project2>, and so forth. You can switch between the activity sheets and select a specific activity sheet to populate the information on to the business process or attribute forms.
The activities are filtered according to the query conditions defined within the Data Picker configuration in uDesigner (Company Workspace > Admin mode > uDesigner > <Business Process or Shell Attribute form>) where P6 Activity Picker field is added.
The form fields that have been set to auto-populate from P6 Activity Picker field will get auto-populate from the selected activity attributes.
The form fields that have been set to Reverse Auto-Populate (RAP) to the Activity Sheet will get Reverse auto-populated from the conditions specified in uDesigner or the latest data will be reverse auto-populated (updated) back to the Activity Sheet when "Send" in the Workflow, or "Submit" in the Non-workflow BP, is used. Similarly, when the user clicks "Save" in the shell properties, the updated date will be reverse auto-populated (RAP) back to the activity sheet.
The form data elements that are linked to the attributes form from a P6 Activity Picker field will get updated as the P6 activity data gets updated by way of integration.
Auto-population will complete if the P6 Activity Picker field is set to auto-populate from another picker, and the P6 Activity Picker field is also selected as a source to auto-populate other data elements on the form.
If you delete a selected (picked) activity sheet, then Unifier clears the picker value for the existing records, but the auto-populated values will remain as they are. Similarly, Unifier clears the linked data elements if the selected (picked) activity sheet no longer exists.
Additional Information about P6 Activity Picker
- The P6 Activity Picker is supported when creating records through CSV import and RESTful services.
- When more than one P6 project is associated with the System Activity Sheet, the CSV template, or the RESTful call, accepts the following format for P6 Activity Picker value: <P6 Project ID> ~~ <Activity ID>
- If the Unifier project has manual activity sheets defined, then the following format is allowed in the input CSV file and RESTful services to select an Activity: <Activity sheet Name> ~~ <Activity ID>
- If the Unifier project has System Activity Sheet with multiple projects, or a single source-project, then the following format is allowed in the input CSV file and RESTful services for the selection of Activity ID: <System Activity sheet - P6 Project ID> ~~ <Activity ID>