Mapping a Field to be Updated

To map a field to be updated:

  1. Open the form you want to be updated.
  2. In the navigator, click:
    • Upper Forms to update fields on the upper form.
    • Detail Forms to update fields on a detail form.
    • Line Item List to update fields on a line item list.
  3. On the right panel, double-click the name of the form to open the Form Designer window.
  4. Click the Properties button on the toolbar. The Elements Properties window opens, showing a list of the fields (data elements) on the form.
  5. Highlight the field you want to be updated and click the Reverse Auto-populate button. The Reverse Auto Populate window opens.
  6. Review the content of the Source Element field.

    The Source Element field displays the field name (DE) on the form that will update the field on the destination form. When the value in the field changes in Unifier, the destination element is updated.

  7. In the Destination Name field, choose the name of the form that contains the field you want to be updated.

    The Destination Name is the name of the Business Process or Attribute form that contains the field you want to be updated.

  8. In the Destination Element field, click the Select button and choose the name of the data element you want to be updated on the form or line item.

    The Destination Element is the name of the DE you want to be updated on the Business Process, Attribute form, or Line Item.

    In operation, when you enter the Destination Name, uDesigner checks the integration interface you created for the form you want to update. It locates any fields with data definitions that match those of the Source Element and displays them when you click the Select button.

  9. In the Status(es) field, click Select and select the status of the source record that you want to be updated by way of the RAP.

    Notes:

    • If you do not select a specific status, RAP occurs on every status.
    • The list of statuses reflects those that are currently Active. If a status is selected that is subsequently set to Inactive, an error message will be displayed when the business process is completed.
  10. Click OK, then click Close on the Elements Properties window.
  11. On the Form Designer window, click Save, then click Close Window.

Last Published Monday, June 3, 2024