When Unifier is the source provider in a project data business flow, set values and attributes for the following parameters:
- Unifier Project Filter
Use this setting to identify and select projects in Unifier by using Lookup in Unifier, ImportProjectIds or ShellAttribute.
Note: Lookup in Unifier option is available only to Gateway users and administrators for synchronizations only.
Enter multiple values for the following fields as comma-separated values. Select Add Row to enter multiple filter criteria to select Unifier projects. Select Edit Row to change the current filter criteria or value for selecting a Unifier project.
- Source Business Process Name
Use this setting to enter the name of a business process in Unifier.
- Unifier BP Filter
Use this setting to enter record numbers and / or status in Unifier.
Enter multiple values as comma-separated values using the IN operand, or use, LIKE, EQUAL, NOT EQUAL with wild characters. Select Add Row to enter multiple filter criteria to select Unifier projects. Select Edit Row to change the current filter criteria or value for selecting a Unifier project.
- Cost Column Name
Use this setting to enter the cost column names in Unifier.
When Unifier is the destination provider in a project data business flow, set values and attributes for the following parameters:
- Unifier Project Location
Use this setting to enter the project location in Unifier. This information is used in the Save step of the flow.
- Unifier Project Template Number
Use this setting to enter the template number to be associated with the project created in Unifier. This information is used in the Save step of the flow.
- Destination Business Process Name
Use this setting to enter the name of the business process to which the data should be associated in Unifier.This information is used in the Save step of the flow.
- Business Process Detail Tab Name
Use this setting to enter the Detail tab name of the business process to which the data should be associated in Unifier. This information is used in the Save step of the flow.
- Line Item Identifier
Use this setting only when you need to update line items. Enter the name of the data element (not label) that is to be updated in the Detail tab of the business process. This information is used in the Save step of the flow.
- Cost Column Name
Use this setting to enter the cost column names in Unifier.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Synchronize one project at a time
A synchronization job is usually split into multiple child jobs with each child job transferring data in each project. By default all child jobs are executed simultaneously. Use this setting to determine whether to synchronize data one project at a time.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.