About Detail Form

Unifier provides detail forms in cost, line item, Request for Bid, schedule, resource, and document management business processes, as well as asset classes, plans, shells, and configurable managers. Users use them to enter information for these elements, such as line item details for a business process, new plan information for the Planning Manager, or new activity information for schedules. For shells, detail forms are for creating new sub-shells in a hierarchy. For configurable managers, they are for entering new items onto the manager's tracking sheet.

Detail forms can also be used to create multiple tabs for organizing line item information. For more information, see Organizing Data with Multiple Tabs.

A detail form opens as a separate window in Unifier, where users enter or modify information. The fields on the detail form, and the information the users enter, are then displayed:

At the bottom of the form.
On a line item list, attached document, or response area.
Other parts of the Unifier interface, such as a planning item log or a schedule.

The application automatically creates a detail form whenever you create these types of business processes, generic managers, or other components, except for document BPs: Detail forms are optional for document BPs.

Last Published Monday, June 3, 2024