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Copying a Detail Form

You can copy an existing detail Form and create a new detail form.

To copy an existing workflow:

1. Go to the Company Workspace tab and switch to Admin mode.
2. Click to expand the uDesigner module.
3. Go to your business process.
4. Click Detail Form sub-node to open the Detail Form log.
5. From the menu, click Copy and select Copy From to open the BP Detail Forms window

In the BP Detail Forms window you have the following menu options that enable you to copy a detail form or find a detail form that you want to copy:

• Copy

  Use this option after you select the detail form that you want to copy to the destination BP design. You can only copy one detail form at a time.

• Find

  Use this option to find and search for detail forms based on Business Process, Form Name, and Description fields.

• Close Window

  To close the window.

In the BP Detail Forms window you have the following columns that provide details for each available detail form:

• Business Process

  This column displays a list of BPs which support line item tabs. The BPs can be Company-level or the Project-level BPs. In addition, the BPs have matching type. That is to state, a Cost-type BP can receive detail forms from another Cost-type BP. The source of the BP design can be in draft (Status = Draft) or complete (Status = Complete). Published detail forms are also listed.

  Note: The query-based tabs (QBT) are not listed. So if a BP has five tabs (three non-standard, one standard, and one QBT), the list will include only the non-standard tabs.

• Form Name

  The name of the detail form.

• Description

  The description of the detail form, if available.

When creating a new detail form by using a copied one, the following data will be copied from the source detail form:

• All detail form elements (custom, linked, and standard).
• Tooltips, if any.
• Detail form properties such as auto-population, reverse auto-population, and so forth.
• Data pickers and the pickers part of the design.

  Note: The references for all the pickers must be established in the destination BP after copying is complete. Also, the referenced BPs will not be copied.

When copying an existing detail form (from a Business Process (BP) form) and creating a new detail form:

• If the destination BP has a detail form with the same name as the one copied, then Unifier adds the words "Copy of" to the beginning of the detail form name.
• If the destination BP has 15 tabs, then Unifier displays: "Up to fifteen detail forms or query based tabs can be defined per business process."
• If the destination BP has a data picker, and the data picker has a picker configuration, then Unifier retains the data picker query conditions of Q3, Q4, and Q5 in the destination BP.

You can copy an existing detail form (from a Business Process (BP) form) and create a new detail form. This is similar to a copying and existing Upper Form (from a Business Process (BP) form) and creating a new Upper Form. When creating a new detail form by using a copied one, Unifier alerts the user when any Data Element (DE) specific to the process is missing in the form.

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Last Published Monday, June 3, 2024