Business processes can have values specified on the upper form only that enable unique values in fields. This feature is available for Company level and project/shell level, and can be used on workflow and non-workflow business processes.
You can configure unique value validation on data elements on business process upper forms. For example, if a business process has a field called Invoice, and you need to enforce that each invoice number is a unique string, you can configure this field to have a unique value. If the user attempts to enter a string that is not unique (has been entered on another business process), the user will get a warning message that an alternate value must be entered.
You can use up to five data elements on a business process upper form that enable unique values. This feature is available only on upper forms.
Note: You can specify that a field that has been configured for auto-sequencing also have a unique value.
Field value uniqueness is validated when:
- Records are created through integration (CSV or Web Services)
- Auto-population occurs
- A business process is routed
- Reverse auto-population occurs
To configure the unique values for your data element:
- Go to the Data Elements Configuration window and click the Unique tab.
- Click Add to open the Select Data Element with Unique Value window.
- Select a data element to configure for unique values (Data Element drop-down). The text string data elements from the business process Upper Form are listed.
Note: The unique value option is not available on Detail Forms.
- Select a level (Company or Project/Shell).
If you select Company, the system enforces unique values in the selected data elements on all records in the entire company.
If you select Project/Shell, the system enforces unique values across all records in the current project or shell.
- Click OK.
- Click Apply and then OK.
To modify the unique values:
- Go to the Data Elements Configuration window and click the Unique tab.
- Click the data element that you want to modify, to select.
- Click Modify to open the Select Data Element with Unique Value window.
- Modify the fields that you want.
- Click OK.
- Click Apply and then OK.
To remove the unique values:
- Go to the Data Elements Configuration window and click the Unique tab.
- Click the data element that you want to remove, to select.
- Click Remove.
Note: Data elements that are removed from the design in uDesigner are listed in the Data Elements Configuration window in red and can be selected and removed.