For Document-type BPs (with or without folders), you can create multiple line items, files, or folders one-by-one (by way of the right pane).
To reduce the time that it takes to conduct a one-by-one creation, you can add line items by using the Grid View.
Note: Unifier will notify you of the incomplete line items, before allowing the BP record to move to the next step.
Create Line Items by way of the Import Attachments option
You can use the Grid View to enter line items in a Document-type BP without folder.
Whether the "Enforce mandatory fields on Line Items" option is checked is uDesigner, or not, you can select to allow the newly created line items to be added to the BP record. This prevents creating incomplete line items in the BP record.
When you access a Document-type BP without folder:
- If the "Enforce mandatory fields on Line Items" option is checked in uDesigner, Unifier conducts all the necessary validations during creation of line items.
The Upload option in the Grid View is visible only when the above option is checked. The Upload option enables you to create multiple line items in one attempt by way of the Upload window. When you upload files, Unifier inserts each file in the grid as a new row.
The Upload option enables you to create multiple line items in one attempt by way of the Upload window. When you upload files, Unifier inserts each file in the grid as a new row.
Uploading through the file upload window will populate only the Name, Title, Rev No., and Issue Date fields from the Upload window into the grid. The remaining fields, if any are required, must be populated by you, for a successful save of the grid.
- If the "Enforce mandatory fields on Line Items" option is not checked in uDesigner, then you can add line items by way of grid view, or Grid View entry.
You cannot upload or import attachments in bulk, in the Grid View, if the "Enforce mandatory fields on Line Items" option is not checked in uDesigner. Use the Add option to insert a row in the grid, similar to adding a row in a BP record where detail line item entries can be done by way of the Grid View.
Note: You can create line items by way of bulk action (Action > Import Attachment) in the Form View, when the "Enforce mandatory fields on Line Items" option is not checked in uDesigner.
Uploading through the file upload window will populate only the Name, Title, Rev No., and Issue Date fields from the Upload window into the grid.
The Grid View columns:
- Errors
Displays the errors that have occurred when saving a line.
- Line Number
Displays the line number
- Attachments
Displays the attachment, if the line has any.
- Linked Records
Displays the link, if the line has any.
The remaining columns display information according to the system-defined tab detail form, designed in uDesigner.
Note: The Name column is an attachment picker enabling you to browse through your local folders, or Unifier Document Manager, and attach files. For more details, see image picker in the BP line item entry in Grid View.
The right-pane of the grid is collapsed, by default. When you expand the right-pane, you can see the Attachments and Linked Records tabs (similar to the BPs line item entry by way of Grid View).
When you go to the system-defined detail tab, select Grid view, and right-click on a line item row:
- The gear icon options when the BP record cannot be edited (non-editing mode: BP record is not accepted or has been submitted) are:
- Open
To open the line item attachment in a viewer.
- Open in AutoVue
To open the line item attachment in AutoVue.
- Download
To download the attachment (on the selected line item).
- Open
- The gear icon options when the BP record can be edited are:
- Copy
To insert a new row with all values copied over from the source row below the selected row.
- Delete
To delete the selected line item, similar to the Remove option in the Form View.
- Open
To open the line item attachment in a viewer.
- Open in AutoVue
To open the line item attachment in AutoVue.
- Download
To download the attachment (on the selected line item).
- Copy
Additional Information
- If the Make Attachment to a Line Item Mandatory is not checked in uDesigner, then you can do one of the following:
- Add attachment to a line item.
- Leave it without any attachments and just enter a name as a placeholder for the attachment to the line item.
- If the Make Attachment to a Line Item Mandatory is checked in uDesigner, then the Name field in the grid will be editable and with an attachment picker. In this scenario, you can attach from a local source, or from the browser, by way of using this picker. If needed, the attachment can be removed by using the x option, within the cell.