Auto-Populating Fields in a BP Record

Using the auto-population feature, you can automatically populate fields on a form or line item at the time the form/line item is created. Auto-population can occur on business processes that are in the same shell, or across shells. Using auto-population means that you do not have to enter data in every field in a form. For example, this feature could automatically fill in a "Plant Location" field from an attribute form.

For another example, the date field on a time sheet could be set up to default to the server date and time so that you do not need to use a date picker. Or, a field could be set up to automatically display a title or other text that you would normally need to fill in on a frequent basis.

In addition, auto-population can be used with the Unifier portal. When a user logs into the portal to submit a form, such as a work order, the user's information, such as his/her location and department, can be automatically populated on the work order. Or, when an employee "move" request is created, the current location of the employee can be auto-populated onto the move request form.

Fields on a form can be auto-populated from the following sources:

Fields on an attribute form for managers (except a code-based configurable manager)
Fields on another business process form or line item
Fields on a user attribute form (via a user data picker)
Shell attribute forms
Fields from an upper form (to fields on a detail form)
Fields on single-record BPs at the company, shell, or standard project level
Fields on an SOV (for a payment application BP)
Fields from document properties of a line item attachment
The total value from a line-item numeric field (can populate a field on an upper form; becomes a read-only field)
A constant value that was specified for a field when the form was created

See Also