In uDesigner, you can define the Total property for a particular Data Element (DE) (in case of Payment applications Business Processes (BPs) and Summary Payment Application BPs) for the Standard Tab form.
Note: This feature is not available for other types of BPs.
You are able to define the Total in three ways, as explained below:
- Blank
When the Total is defined as Blank for a particular element (on the element properties), Unifier displays the value as empty in the Total Column.
- Sum of All Rows
When the Total is defined as Sum of All Rows for a particular element (on the element properties), Unifier displays the value as "Sum of All Rows" in the Total Column.
- Use Formula Definition
When the Total is defined as Use Formula Definition for a particular element (on the element properties), Unifier displays the value as "Formula Defined" in the Total Column.
The following table shows the default values in the Detail form, based on the DEs:
Data Definition (DD) | Default Value |
|---|---|
Currency Amount | Sum of All Rows |
Integer Amount | Sum of All Rows |
Decimal Amount | Sum of All Rows |
Pickers (all types) | Blank |
BP Creator | Blank |
Drop-Downs (Pull-downs) (all types) | Blank |
String description (all types) | Blank |
Short description (all types) | Blank |
For DEs having Data Definitions (DDs) other than the Currency Amount, Integer Amount, and Decimal Amount, when you try to add/modify the total property, Unifier displays an alert message: This data entry is not suitable for defining total.
This condition is also applicable to DDs such as:
- Date pickers
- Data pickers
- BP pickers
- BP Creator
- Drop-Downs (Pull-downs) (all types)
- String description (all types)
- Short description (all types)
When you click Total, in the element properties, Unifier opens a new window, and based on the DE (on which the Total property is being modified), the default value will be selected.
For DEs having the DDs Currency Amount, Integer Amount, and Decimal Amount, Unifier enables the options "Blank" and "Sum of All Rows," and the default selection will be "Sum of All Rows."
If the DE has a formula defined in the properties, then Unifier enables the "Use Formula Definition."
If you select "Use Formula Definition," then Unifier uses the same formula that is defined on the DE to calculate the Total.
If you reset the DE that has a defined formula (formula defined) to manual, then Unifier resets the Total to "Sum of All Rows."
For Amount DE, the blank option is always be disabled; therefor, the Unifier calculates the Amount DE by using "Sum of All rows" and "Use Formula Definition."
Note: For DEs having the DDs Currency Amount, Integer Amount, and Decimal Amount that have preferences set to Blank in uDesigner (and are being used in any formula or being used to auto populate in Upper or Details forms), Unifier uses 0 (zero) value as the preference.
Unifier does not allow you to define a formula, in the Element properties, for the special DEs in Payment applications BPs and Summary Payment Application BPs that have predefined formula.
If you try to define a formula, Unifier displays an alert message: This data entry is not suitable for defining formula. The following is a list of special DEs:
- %Complete to Date (uuu_spa_per_comp)
- Amount This period (uuu_spa_amt_tp)
If there are any exiting custom-defined formulas on % Complete to Date (uuu_spa_per_comp), then Unifier retains the exiting custom-defined formulas. In this case, you are able to change, or edit, the formula to any other custom-formula of your choice.
If the DE is reset to Manual, Unifier displays the confirmation message: <DE name> will not be available for defining formula after resetting the data element to Manual. Do you want to continue?
After reset, Unifier calculates the values for the DEs (in run-time) based on the system predefined formula, and you will not be able to add a formula after the reset.
For %Complete to Date (uuu_spa_per_comp), the "Use Formula Definition" option is enabled whether it is DE-defined as Manual Entry or Formula.
For existing BP records, if you had added a custom formula, and the total was being calculated as "Sum of All Rows," then you will have the option to use the formula definition, if needed.
For existing BP records, if you use the predefined system formula, then you will have the option to calculate Total based on the system based formula.