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Examples of Auto-Creation

The system can use the auto-creation feature to manage events such as creating Action Items from Meeting Minutes. The auto-creation feature can be used to create and assign tasks to different people creating a fully automated flow for routing of action items from meeting minutes records that have lines items. For example, each line item Action Item could auto-create a separate Action Item records from the meeting minutes record.

For Line Item Creation

• A line item cannot be auto-created on a record that is at a terminal or terminated status.
• If a line item is created on a non-workflow cost type business process, the cost amount(s) will roll up to the Cost Sheet.
• If a line item is created on a workflow cost type business process, the cost amount(s) will not roll up to the Cost Sheet.

Exception for Auto-Creation

The feature cannot auto-create Payment Application business processes and General Spends business processes because these business processes use the Schedule of Values (SOV), from a Cost type business process.

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Last Published Monday, April 14, 2025