Creating a Business Process Log (Standard or Picker)

This topic explains how to create logs for business processes.

Note: The default elements and fields (log layout, view, search, etc.) that are defined in the Standard Log, in uDesigner, determine the Standard user interface elements and fields of all logs.

Logs appear in the right pane in Primavera Unifier. Each business process and spaces type populates its own log with all the records that were created whenever the business process completed its cycle through a workflow. The logs contain one record for each cycle of the workflow.

Note: For instructions on creating a log for a manager, see "Designing a Log for a Manager."

Each record contains all the information that was generated during the cycle, including the forms, documents, comments, and other data that was collected in Primavera Unifier during runtime.

Purposes of logs

Logs are for two purposes:

  1. To allow users to select a particular record to work on, monitor the record status quickly, and monitor the record content.
  2. To allow users to populate pickers.

    Unifier populates most pickers with the records that you see in the logs and uses the layout of the headings on the logs for the layout of the picker. These logs show the records that were created, for the most part, with attribute forms.

Log created for the Resource Manager:

Resource picker on a business process uses the log headings and the Find fields that were specified when the log was created:

Types of logs

There are two types of logs you can design for any business process:

Example

You can create a picker log for work order records that could be displayed by their status, such as "pending," or "complete."

A standard log shows only a flat list of all the records:

A picker log displays a tree structure where users can drill down to more specific records:

In general, the only difference between a standard log and a picker log is that the picker log includes a grouping structure, but the standard log does not.

Related Topics

Designing a Business Process Log (Standard or Picker)

Activity Attributes and Activity Picker

Business Process or Shells and P6 Activity Picker

Linked Data Elements Using P6 Activity Picker



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Last Published Friday, April 9, 2021