There are three ways of auto-creation:
- Spawning a record at a particular point in a workflow (S-Step)
- Auto-creating a record or line item when it reaches a particular condition or frequency (I-Step)
- Using a template that is scheduled to auto-create records
For auto-creating BP records in S-Step or I-Step, you must reset on creation step.
Reset on Creation Step
The following rules apply:
- If the Action form associated with the Creation Step has Data Elements (DEs) that have Reset property, then post auto-creation the values of these fields will be reset.
- Regardless of whether the auto-created record is in I-Step or not, the values must get reset.
- Fields with auto-population source, "Data Picker" whose value has been set as reset must get reset.
- After a reset is done, any formula-dependent field, in the reset field, will be re-evaluated.
- Reset will work for Workflow BPs only (This is an existing limitation).
- If a default value in the reset field has been specified for a DE that has reset property, then this default value will be seen in the Upper Forms after the Reset operation has been performed post auto creation. This will be applicable to Upper Forms only.
Note: Reset will not work for line items since system will treat a reset operation as though the user has edited the record and saved it as a draft.