The Upper Forms contains basic information about what the form is managing, such as the name of a record, its status and description, who created the record and when, and so on. It can also contain general data entry, informational, or reference fields for the form. For certain business process types, the upper form can also show a consolidation of the line items from a detail form.
To start designing Upper Forms
- Click the Company Workspace tab and switch to Administration Mode.
- Click uDesigner > Business Processes in the left Navigator.
- Open the business process for which you want to create the upper form.
- In the Navigator, click Upper Forms. The Forms pane opens.
- On the Forms pane, choose Manual from the New menu. The Form Design window opens.
If you prefer, you can:
- Create a form from a copy of another business process form. To do so, choose New > Copy From, then follow the instructions under "Starting an Upper Form".
- Create the form from a snapshot of another form in the business process. To do so, choose New > From Snapshot; then follow the instructions under Restoring a Version of a Design.
- On the General tab, enter a name and description for the form.
- Specify whether this will be an action form (Action Form) or a read-only view form (View Form).
- Click the Options tab.
This tab displays different options, depending on the form you are creating and whether it is a view form or an action form.
Upper form Options
For view forms, the Options tab appears only on line item type and cost type BPs.
- Use the following information to complete the Options tab and click OK when finished.
uDesigner displays the name of the form on the Forms pane. To complete the form, use the instructions in the following sections:
If the Options tab shows the following fields, proceed to select the check boxes as described for each field, below:
Allow linking Mailbox
Select the check box if you want the user to link Mailbox messages to the form.
Attachment Source
Add attachments or line items from the Primavera Unifier Document Manager (Primavera Unifier Folders), or from the user’s local machine (My Computer).
Attachments to overall record
- Add, remove, and copy attachments to line items (see Attachment Source below).
- Also, for Document Type business processes only, the ability to Append Line Items Folder Structure to AutoPublish Path. This means that if a Document Type business process has a folder structure, the automatic publishing path specified in uuu_dm_publish_path is appended to the path designated by that folder structure. For example, if the Document Type business process has the folder structure State/County/City, and the automatic publishing path is Street/Builder, the complete path would be:Street/Builder/State/County/City.
Comments
- Add comments to the record
- Mark comments as "final," and therefore, not changeable
Funding Options
- For General Spends and Payment Applications, you can specify these options:
- View Fund Assignment to allow users to view funding assignments.
- Allow Fund Assignment to allow users to assign funds. To assign funds, the user must also be able to view fund assignments. If you give the user fund assignment permission here, the user will be able to assign funds when the record reaches a terminal status, even if the record has not reached the end of the workflow.
- For Base Commits and Change Commits, you can fund by contract by specifying these options:
- Allow Viewing of Fund Information to allow users to view funding information.
- Allow Funding to allow users to create and access Commitment Funding sheets.
- In all cases where funding is available, a Funding button appears on the form toolbar at runtime.
Send bid invitations and allow bid receipt
If this is an RFB, use this feature on the Requestor form you create for the workflow step that makes the form available to bidders. This field should appear on the Requestor action form only; not the Bidder action form. See Request for Bid-type (RFB-type) BP Upper Forms.
Use Master Vendor list filtered at Project level
If you have designed a BP that filters the company’s vendor list (Master Vendor List/Vendor Master List) into a sub-set of vendors, you can use this feature on the Requestor form. This option bypasses the company’s master vendor list and uses the project vendor list instead.
Note: For an RFB that goes out for public bidding, Primavera Unifier will ignore this option and use the company’s master vendor list.
Do not allow viewing received bids
Use this option to:
- Hide the Show Bids button, and thereby, prevent anyone (including the requestor) from viewing the received bids.
- Satisfy a business need where you do not want anyone to view the received bids unless a specific condition is met; for example, that bids must be received from a certain number of bidders.
Line Items
Note: For some line-item type BPs, the line items can be grouped under multiple tabs. To specify the options for the line items under each tab, click the name of the tab on the left and specify the options on the right.
If the tab should be hidden (for example, if the user should not see the tab at a particular step in the workflow), select the Hide current tab check box.
The following sections explain the specific selections.