Entering Value in Fields

This topic provides information about entering data in Unifier fields.

Field

Entering Data

Date Picker

When entering a date in the Date or Date Only pickers, the "Today" and "Now" options are not available.

Date Only Picker

When entering a date in the Date or Date Only pickers, the "Today" and "Now" options are not available.

Drop-down (Pull Down)

The quick search does not have a search bar, and by default, the cursor is placed at the end of 'Search.' The label must be cleared before entering value.

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

Creating BP Records and BP Line Items, in Bulk, by using Microsoft Excel Template

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

Updates on Document Attributes for Business Processes



Legal Notices | Your Privacy Rights
Copyright © 1998, 2025

Last Published Tuesday, April 1, 2025