When a source business process (BP) record has a BP creator that auto-creates another BP record that has a BP Data Picker referencing the source BP record, the BP Data Picker values will be auto-populated referencing the source BP record, even when the source BP record is in a different shell.
The auto-creation of the destination BP records (from source BP record) can be either of the type:
- Record to Record or
- Line-item to Record
Both types support the BP Data Picker in destination record that will be auto-populated.
Note: Unifier ignores the queries that have been defined for the BP Data Picker.
The source BP record in a Project/Shell can auto-create another BP record in the same Project/Shell
As a result, when the source BP (BP A) record and the auto-created BP (BP B) record reside in the same Project/Shell, then the BP Data Picker in the auto-created BP (BP B) record is auto-populated with reference to the source BP (BP A) record, similar to all BP Pickers.
The source BP record in a Project/Shell can auto-create another BP record in different Projects/Shells
As a result, when the source BP (BP A) record and the auto-created BP (BP B) record reside in different Projects/Shells, then the BP Data Picker in the auto-created BP (BP B) record is auto-populated with reference to the source BP (BP A) record.
Auto-Populating BP Line Item Data Picker on BP Auto-Creation
When a record is auto-created from a line item:
- If the created record has a BP Data Picker, it will be populated with a reference to the source record. If the upper form also has the BP Line Item Data Picker, it will be populated with a reference back to the line item on the source record.
- If the created record has a BP Data Picker on the detail form, the line items copied from the source will have the picker populated with a reference to the source record. If the detail line also has BP Line Item Data Picker, it will be updated with a reference to the detail line. You can auto-populate and reverse auto-populate back to the source upper or detail form.
- BP Line item Data Picker displays the line item based on query conditions that are evaluated similar to Data Picker in the auto-created record.
When a record is auto-created from another record upper form:
- If the created record has a BP Data Picker, it is populated with a reference to the source record and any Line Item Data Picker on record is empty.
- If the created record has a BP Data Picker on the detail form, the Line Items copied from the source will have the picker populated with a reference to the source record. If the detail line also has BP Line Item Data Picker, it will be updated with a reference to the detail line. The design can then auto-populate and reverse auto-populate back to the source upper or detail form.
- BP Line Item Data Picker displays the Line Item based on query conditions that are evaluated similar to Data Picker in the auto-created record.
When a line item is auto-created from source BP line item:
- If the source record has a BP Line Item Data Picker, it is populated with a reference to the auto-created line item, provided BP Data pickers refer to the source record.
Auto-population and Reverse Auto-Population of data elements, based on BP Line Item Data Picker, is supported. A Reverse Auto-Population can be done from both the Upper and Detail forms.
When you select a Line Item Data Picker without selecting a BP Data Picker, Unifier displays a picker window without line items.
When you change the selection in a BP Data picker, if there is already a line item selected, then Unifier displays the message: You cannot change a BP Data picker that has line item(s) associated with it.
Upon copying a record, the selected values for a BP Line Item Data Picker will be copied from the source record.
Upon auto-creation of the record or line item, the value for the BP Line Item Data Picker (on the destination record or line item) is retained from the source. The value of the BP Data Picker is also retained on the destination from the source.
A data element that is based on a Line Item Data Picker data definition is supported as part of HTML or PDF prints. The Display Element value is printed as part of HTML or PDF prints.
A Line Item Data Picker element is available as part of Custom Print schema so that you can use it on Custom print XML file. At runtime the Display Element value will be printed.