Unique Tab

You can configure workflow and non-workflow business processes at the company level and project/shell level with unique values enabled on data elements (DEs) for:

Fields specified on the Upper Form
The unique values cannot be repeated in other business process records of the same business process. A maximum of five data elements with unique values can be specified in the Upper form.
Fields specified in the Detail Form (line items) of Line Item or Cost business processes
The uniqueness of line-item values is distinct within each record and limited to the current tab only. While designing a business process, you can include a maximum of three unique elements per BP and one unique element per line item.

Unique values for data elements are also supported in the mobile app when BP records and line items are created or edited in the online and offline modes.

For example, use this procedure to configure and enforce a unique value for each invoice number specified in the Invoice field of a business process. If a user enters a string that is not unique (which has been entered on another record of the business process), a warning message displays to enter an alternate value.

Unique field values are validated when:

Records are created through integration (CSV or REST Services)
Auto-population occurs
A business process is routed
Reverse auto-population occurs
New line-item records are added and saved within a business process record
Existing line-item records are edited and saved within a business process record
A record is submitted during record copy
Line-item import is used to add line items to a business process record
Line items are added using Line Item Consolidation
A BP record is created using a BP record template
BP records are created using Bulk Import
BP records are updated using Bulk Edit
Line items are added to a BP record using a BP Line Item Creator
Note: You can also configure and enforce unique values for fields selected for auto-sequencing. For more information, see the Auto Sequence Tab.

Exceptions Business Process Exceptions

Unique values of data element values in the Detail form cannot be specified for the following BPs:

Payment Application (Both, Standard and Summary)
Summary Payment Application Base Commit and Change Commit BPs
Lease (Type: Cost, Sub Type:Line Items with Multiple Codes, Classification: Lease)
Reservation: (Type: Cost, Sub Type:Line Items with Multiple Codes, Classification: Reservation)
Booking, Timesheets (which have been deprecated)

Exceptions Business Process Exceptions

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