Auto-Creating BP Records

There are different ways of auto-creation:

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
Notes:
- For auto-created records, the system will populate the due date time for the auto-created record from the source record instead of copied record, if the following conditions apply: the due date element in the record is a formula (including today), and the source record is copied from another record, and if there is a time gap between the source and the copied record.
- Line items will not be copied if either the source tab name or destination tab name that displays in the Auto-creation Processes - Upper or Detail setup is incorrect. If you update a source or destination tab name of a BP from the Item Logs navigation menu, ensure that you verify the tab name mapping for autocreation.
- When the system auto-creates a project-level Cost- or Commit-type business process (BP) that contains an upper (main) form reference to a company-level commit-type BP record (such as a Blanket Purchase Order [BPO]), the value is copied to the destination record if a matching DE exists. However, if a BPO Lineitem Picker value existed in the detail form of the source record, that value is not copied over to the line items of the auto-created record.
- Because a Summary Payment Application (SPA) BP contains two sub-tabs—Line Item and Cost Breakdown—on the Detail Form, the system does not support I-Step auto-creation of line items from a non-SPA BP to an SPA BP.
- If the Completion Policy for a step is set to All-Consensus and Auto Creation is enabled, automatic creation of the applicable items begins after all assignees have agreed on the action.

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, the 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 that depended on 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, 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 because the system will treat a reset operation as though the user has edited the record and saved it as a draft.

Reset on Creation Step

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