- On the business process form, select the tab containing the line items you want to add to.
- On the Line Item window, click the Grid button. The Grid window opens, showing a new, empty row at the bottom of the list to use for the new line item.
- To enter data into the grid, double-click a cell in the new row. The cell opens for editing.
As soon as you begin adding a line, a change icon appears in the first column as a reminder that a line item has been added to the record, and the Save button becomes active.
- Fill in the fields on the grid as necessary.
- (Optional) To include an attachment to a line item, click the Attach button.
An upload window opens.
- Click Add and navigate to the file you want to attach.
- Select the file, click Open, then click Upload.
- When the upload is complete, click Close.
- To save the line item to the record, click Save.
When you save the line item, Unifier:
- Refreshes the grid view.
- Removes the change icon.
- Adds the line item to the list.
- Inserts a blank line at the bottom of the list for another new line item.
- Updates the line items on the business process form.
- Updates summary if configured in uDesigner to do so.
- Line item summaries, for totals and summary averages, update in real time.
- To add additional line items, repeat steps 3 through 6.