Data Picker

Data pickers work with the master business process logs, shells, and configurable managers that function across a shell hierarchy. The purpose of a data picker is to make it easier for the user to choose records:

From a master business process log
From a class in a configurable manager that operates across shells
For auto-creation across shells

In operation, a data picker navigates to a specific business process, shell, or configurable manager, and then extracts the records to display on the list by using a query the Unifier Administrator has set up.

Data pickers, including user data pickers, must be configured to examine and extract the records that should appear on the picker list. To do this, you need to create a database query.

After you have set up the query or queries for a data picker, and the picker is active in Unifier, the queries will be launched whenever:

The user clicks the data picker field on a form
The business process or line item is auto-created
A record is created or updated through integration (both CSV and Web Services)
The data picker is updated via reverse-auto-population

In addition to setting up queries to extract records for the picker, you can configure the picker to filter the records that the query returns so that only certain records appear on the picker. This is particularly convenient, for example, if the form contains a user data picker that automatically assigns users to a business process as it is created.

For more information on data pickers, see About Data Pickers and About User Data Pickers.

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