System behavior when the Auto-update Activity Data checkbox is modified

The following is the sequence of the system behavior when the Auto-update Activity Data checkbox is modified:

  1. The Auto-update Activity Data checkbox is unchecked by default, assuming that no BP setup exists for the activity. As soon as a new BP is set up or modified for the activity, the Auto-update Activity Data checkbox is checked.
  2. Unchecking the Auto-update Activity Data checkbox will:
    1. Retain the BP record link (if any).
    2. Retain the original status of the activity.
    3. Change the activity status of an editable field.
    4. Retain existing actuals but allow them to be modified.
  3. Subsequent checking of the Auto-update Activity Data checkbox will:
    1. Retain the BP record link if it exists.
    2. If a BP record link exists, update BP record status on the activity, and check the BP record for complete condition and set the appropriate status of the activity (either Complete or In Progress).
    3. If a link does not exist and conditions allow the start of the BP, the system launches the BP and sets the activity status to In Progress.
    4. If a link does not exist and conditions do not allow the start of the BP, the system sets the activity status to Not Started.

      Note: Setting the status to Not Started or Not Applicable in manual control mode does not clear the BP record link. The actual start cannot be a future date when entered manually, and the actual finish cannot be a future date when entered manually.



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Last Published Monday, April 11, 2022