Including attachment in the Auto Creation tab of the BP setup enables the copying of attachments from both the upper and detail forms.
When a record is auto-created and receives Line Items from a reference record during the auto-creation, the Line Item attachments transfer from the source reference record.
If the option of including attachment in a BP setup BP creator configuration is checked, then the source Line Items from a "Referenced" picker will be copied into auto-created record with attachments. This applies to BP creators on upper as well as detail form.
In case when an attachment existing in the Line Items of the Source BP record needs to get copied over to the upper form of the destination BP record, the project administrator can specify the levels for the transfer of attachments; Upper form to Upper Form, Line Item to Upper Form, and so forth.
Example
An operations manual (existing as an attachment) in the Line Items of the Source BP of PM Book has to be seen as an Upper form attachment on the auto created BP record of the Work Order.
The following provides more details:
The Business Process Setup window enables you administrator to provide additional levels of granularity for copying attachments when auto-creations are happening from Record to Record and Line Item to Record methods of Auto creation.
Record to Record
This is the option seen in the Creation Method field "Record Auto Creation: Upper Configuration" in uDesigner > BP > Auto Creation Process > Upper. This option is pre-populated by the system based on where the BP Creator is located. If the BP creator is located in the upper form of the BP, then this option will be seen in the above mentioned field.
Line Item to Record
This is the option seen in the Creation Method field "Record Auto Creation: Detail Configuration" in uDesigner > BP > Auto Creation Process > Detail. This option is pre-populated by the system based on where the BP Creator is located. If the BP creator is located in the detail form of the BP, then this option will be seen in the above mentioned field.
The Auto Creation tab (in the Business Process Setup window) provides the following attachment options:
- Include Upper Form Attachments
- Include Detail Form Attachments
- Copy Line Item Attachments to Upper Form of the Record
- Copy Line Item Attachments to Line Items of the Record
- Bypass Initiation Step during auto creation
- Copy Linked Records
The following explains the results of the selections:
When the Include Upper Form Attachments option is selected, and the source is a Line Item BP, the attachments from the Upper Form of the source record are copied over to the Upper Form of the auto-created record.
- If the destination is a Line Item BP, then:
- The line items may get created but no attachments from the line items will get copied over.
- If the destination is a Simple BP, then:
- No attachments from the line items will get copied over to the Upper Form.
When the Include Detail Form Attachments option is selected, and the source is a Line Item BP, the Copy Line Item Attachments to Upper Form of the Record option will be selected by default.
Note: The Copy Line Item Attachments to Upper Form of the Record option will be selected by default to inform you that since the destination is a Simple BP, checking the option of Include Detail Form Attachments will always add the line item attachments to the Upper Form of the Simple BP.
- If the destination is a Line Item BP, then:
- The attachments from the line items of the source record are copied over to the Upper Form of the auto-created record. If the Upper Form of the source BP record has attachments, the attachments will not get copied over.
- The line items may get created and any attachments from the source line items will get copied over as Upper Form attachments. The line items from the source may be seen in the auto-created record; however, the line items will not have any attachments.
- If the destination is a Simple BP, then:
- The attachments from the line items of the source record are copied over to the Upper Form of the auto-created record. If the Upper Form of the source BP record has attachments, the attachments will not get copied over.
When the Include Detail Form Attachments option is selected, and the source is a Line Item BP, the Copy Line Item Attachments to Upper Form of the Record option will be selected by default. The attachments from the line items of the source record are copied over to the line items of the auto-created record. If the design of the source BP does not have any tab mapping then the line items will not get created, and the line item attachments will not get copied over.
- If the destination is a Line Item BP, then:
- The line items created in the destination record will have attachments from the corresponding line items of the source record.
- If the destination is a Simple BP, then:
- The option will not be available.
When the Include Upper Form Attachments and the Include Detail Form Attachments options are selected, and the source is a Line Item BP, the Copy Line Item Attachments to Upper Form of the Record option will be selected by default.
- For Line Item BPs and Simple BPs:
- The Upper Form attachments from the source record and the line item attachments from the line items are copied over as an Upper Form record attachments in the destination record.
When the Include Upper Form Attachments and the Include Detail Form Attachments options are selected, and the source is a Line Item BP, the Copy Line Item Attachments to Upper Form of the Record option will be selected by default.
- For Line Item BPs:
- The Upper Form attachments from the source record are copied over as an Upper Form record attachments in the destination record. The Line Item BP attachments, from the line items of the source record, will are over as line item attachments, if the design permits the creation of line items.
When the Include Upper Form Attachments is selected, the source is a Simple BP, the Copy Line Item Attachments to Upper Form of the Record option is selected (disabled by the system), and the Copy Line Item Attachments to Line Items of the Record option is disabled by the system:
- If the source is a Simple BP:
- The only option that is available is the Include Upper Form Attachments.
- If the source is a Simple BP and the destination is either a Simple BP or a Line Item BP:
- The Upper Form attachments from the source record of the Simple BP is copied over as Upper Form attachments in the destination record.