A detail integration interface will collect line item information from the detail forms of business processes and the attribute/detail forms of managers. You can include any field on the detail form. A validation form is not necessary because the required fields are specified on the interface upper form (if there is one).
To create a detail integration interface
- Click the Company Workspace tab and switch to Administration Mode.
- In the left Navigator, click uDesigner > Business Processes.
- Open the business process or manager attribute form and click the Integration > Detail in the left Navigator.node.
- Click the New button. The Design window opens.
- Enter a Name and Description for the detail interface.
- Click the Data Elements tab.
- To add a field to the interface, click Add. The Add Data Element window opens.
- In the Element Label field, choose the field you want to add to the interface. The Data Element field will show the actual name of the data element you chose.
- In the Direction field, select how the interface should direct the data in this field:
- Input means the data will be imported into Primavera Unifier, using either csv or xml format, to create records or line items.
- Output means the data will be exported from Primavera Unifier via Web Services, using xml format.
- Both means the data will be available for both import and export between Primavera Unifier and an outside system via Web Services, using xml format.
- Click OK.