Updates on Document Attributes for Business Processes

When a document gets published to the Document Manager (DM), the document attributes get updated by matching DEs from the BP record. If the matching DEs on the source record get updated during the life of the record, then the corresponding DM attributes can get updated, if it has been configured in uDesigner to do so.

If the option of Update attributes for already published documents is checked on a BP Upper Form at a given step (in uDesigner), then the attributes of all record and line item published attachments will be updated according to the matching DEs between the record and the DM attribute form. Also:

If the uDesigner option (Update attributes for already published documents) is checked at multiple steps, the DM attributes gets updated at each such step.

For a Workflow type BP:

If the uDesigner option (Update attributes for already published documents) is checked on current step, the DM attributes get updated as the record is routed to next step.

If the user causing the record to move to next step does not have Modify Properties permission on a document, the DM attributes get updated, if the uDesigner option (Update attributes for already published documents) is checked.

If the end step has an edit form, then the DM attributes get updated at each save of the record, if the uDesigner option (Update attributes for already published documents) is checked.

For a non-Workflow type BP:

The attributes get updated when the record is Finish Edited, if the uDesigner option (Update attributes for already published documents) is checked.

If the user who edits the record does not have Modify Properties permission on a document, the DM attributes get updated, if the uDesigner option (Update attributes for already published documents) is checked.

For both Workflow and non-Workflow type BPs:

If the attribute on DM form is set to Formula or Auto-populate with a Constant Value, the attributes get updated from the BP if there are matching DEs with the BP form; however, when you manually open the Properties, and click OK, the Formula or Auto-populate with a Constant Value on the DE gets recalculated and repopulated.

If a BP record is created by attaching file(s) from the DM directly, and the uDesigner option (Update attributes for already published documents) is checked, then the files are treated as a published document(s) and their attributes get updated as the record progresses in workflow, or the record is Finish Edited.

Note: If the uDesigner (Update attributes for already published documents) is not checked, then there will be no update of DM attributes as a record progresses in workflow, or the record is Finish Edited.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

Business Process Forms

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Notifications (CC'd Tasks)

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Working with Permissions (Non-Workflow BPs)

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option (Standard View)

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing General Comments

Using or Viewing a Query-Based Tab

QBDE Evaluation Upon Creating Record From Query-Based Tab

Working with File Attachments and Markups

Linking Business Process Records

Linking Mailbox Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding a Hyperlink

Viewing Referencing Records

Spell-Checking a Form

Participating in a Workflow

About Email Notifications for Business Processes

Participating in a Discussion Group (Classic View only)

Copying and Consolidating Comments and Markups

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation



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Last Published Monday, April 11, 2022