BP Line Item Data Picker

The BP Line Item Data Picker (upon configuration) can reference any BP Data Picker available in the BP design.

If BP Line Item Data Picker is added in detail form, it can be referenced to any of the BP Data Pickers added in the upper as well as detail forms of BP design.

If BP Line Item Data Picker is added to the upper form, it can be referenced to only those BP Data Pickers which are added in the upper forms of BP design.

Note: You cannot assign same Line item Data Picker to more than one BP Data Picker.

If a BP Data Picker is moved to the line item after being associated to Line Item Data Picker and Line Item Data Picker is defined in upper form then completing the BP throws an error. BP Data Picker cannot be placed in detail form if the associated Line item Data Picker is in upper form.

To configure a BP Line Item Data Picker:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click uDesigner > Business Processes. The Business Process window opens displaying the BPs.
  3. From the right pane, open a BP.
  4. Click Open > Data Picker. The Data Picker Configuration window opens.
  5. In the left pane, click a data element.
  6. In the right pane, select Allow Line Item Referencing to enable you to refer to specific line items.

    Note: You should be able to select this option only if the data source (source BP) of the BP Data Picker has line items.

    The line items are:

    • Destination Element- Select the data element (of Data Definition "BP Line item DP") that should be populated. The list displays all the BP Line item data pickers that are added to the upper or detail form of the BP design, depending on the position of the Line Item Data Picker. If DP is added to the detail form and the Line Item Data pickers added in the upper form are linked, then an error is displayed.

      Note: After the Business Process having this data picker configuration is published, destination element changes to read-only. You cannot change the Line Item Data Picker Data Element after design is published. This is to avoid showing incorrect data in line item data picker at run time.

    • Source Element- Select the field in the referenced line items. The list displays all the fields in line items of the data source (Source BP) of the BP Data Picker.

      Note: Source Element does not show linked data elements and standard data elements.

    • Source BP- This field is auto-populated with Source BP name once you select Allow line item referencing. If the Source BP design is in Draft status, an error is displayed during error check.
    • Source Referencing Element- Select the field or picker on the referenced line item that should be updated with the ID of the record from which the line item was selected. This displays a list of BP Pickers, BP Data Pickers, and BP Creators on the Reference Process BP that have a type of the current BP.

      Note: At runtime, if you use a BP Line Item Data Picker to select a line item and send the record forward, the source referencing element will be updated to show the ID of the record from which you picked the line item. At runtime, if you delete the line item that updated this source referencing element, or clear the line item picker, the system clears the field.

  7. All Line Item tabs (not QBTs) of the source BP should be listed in the Query Conditions for the Line item Data Picker.
  8. Query Condition for Line Item Data Picker should show all line item tabs of the source BP in the left pane. In the right pane you should be able to define query conditions based on data elements defined in that line item tab.
  9. If the Hide option is selected, the Line Item tab will not be displayed at run-time for selection. You cannot hide all tabs in the configuration. At the least one tab should be visible.
  10. Define queries for each Line Item in the same way that queries are defined for Data Pickers.
  11. On selecting a Line item from the list, you can define the Query condition for the particular LI. On clicking Add, the Add Query Condition window is displayed.
  12. In the Data Element field, all the Data Elements for the specific Line Items are available for selection. The values in the Condition field are dependent on the data element selected.
  13. In Values, if Dynamic is selected, in Data Source, all existing data sources of Data Pickers such as Destination BP Upper Form, or Detail Form, or Single record BPs, or Shells are selected.

    Note: You cannot change Line Item Data Picker DE itself in the Data Picker Configuration once the design is published and there are records at runtime. If you change to a different Line Item Data Picker DE in the destination element or deselect Allow Line Item Referencing, the system displays the message: "Cannot change Line Item Referencing Destination Element <Line item Data Picker DE> in published Data Picker configuration <BP Data Picker DE>." BP Data Pickers that are linked to Line item data pickers cannot be reset.


Last Published Monday, June 3, 2024