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Unique Tab

Business processes can have values specified on the upper form only that enable unique values in fields. This feature is available for Company level and project/shell level, and can be used on workflow and non-workflow business processes.

You can configure unique value validation on data elements on business process upper forms. For example, if a business process has a field called Invoice, and you need to enforce that each invoice number is a unique string, you can configure this field to have a unique value. If the user attempts to enter a string that is not unique (has been entered on another business process), the user will get a warning message that an alternate value must be entered.

You can use up to five data elements on a business process upper form that enable unique values. This feature is available only on upper forms.

Note: You can specify that a field that has been configured for auto-sequencing also have a unique value.

Field value uniqueness is validated when:

• Records are created through integration (CSV or Web Services)
• Auto-population occurs
• A business process is routed
• Reverse auto-population occurs

To configure the unique values for your data element:

1. Go to the Data Elements Configuration window and click the Unique tab.
2. Click Add to open the Select Data Element with Unique Value window.
3. Select a data element to configure for unique values (Data Element drop-down). The text string data elements from the business process Upper Form are listed.

   Note: The unique value option is not available on Detail Forms.

4. Select a level (Company or Project/Shell).

   If you select Company, the system enforces unique values in the selected data elements on all records in the entire company.

   If you select Project/Shell, the system enforces unique values across all records in the current project/shell.

5. Click OK.
6. Click Apply and then OK.

To modify the unique values:

1. Go to the Data Elements Configuration window and click the Unique tab.
2. Click the data element that you want to modify, to select.
3. Click Modify to open the Select Data Element with Unique Value window.
4. Modify the fields that you want.
5. Click OK.
6. Click Apply and then OK.

To remove the unique values:

1. Go to the Data Elements Configuration window and click the Unique tab.
2. Click the data element that you want to remove, to select.
3. Click Remove.

   Note: Data elements that are removed from the design in uDesigner are listed in the Data Elements Configuration window in red and can be selected and removed.

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Last Published Monday, June 3, 2024