Configure Data Picker

To configure a data picker:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes to open the Designer-Business Processes window.
  3. Select your BP (the BPs have been imported into your company) and click Open to open the window with the BP Description.
  4. From the toolbar, click Open to expand the options and click Data Picker to open the Data Picker Configuration window. This window has two panes. The left pane lists a hierarchy of the data elements. The right pane displays the details of the query conditions for a selected data element. The query will search the database and extract the records to display on the data picker. The query will filter the records returned from the database according to a condition or conditions you specify. The condition(s) will "test" a field on the form to see if it passes or fails the criteria. If the field passes the criteria, Unifier will include it on the data picker.
  5. Select a data picker from the left pane to see the Query Condition block on the right pane.
  6. Click Add to open the Add Query Condition window. This window displays the following fields:
    • Data Element
    • Condition
  7. Click the Data Element drop-down and select the field on the business process that you want to test with the condition. Depending on your selection, the fields in the Add Query Condition window will change. That is to state that the remaining fields on this window vary, depending on the data element and the condition you specified. The query will search the database and extract the records to display on the data picker. The query will filter the records returned from the database according to a condition or conditions you specify. The condition tests a field on the form to see if it passes or fails the criteria. If the field passes the criteria, Unifier will include it on the data picker. For example, the condition might be that the status field on the shell must be "Active." The window expands to show an active Condition field and additional fields where you can specify the query criteria.

    Note: If any field in the query or queries is subsequently removed from the configurable manager attribute form, the entire query operation will be ignored. That is, if one query fails because a field was removed from the design, Unifier will ignore all the queries. If a field has been removed from a design, you must amend the query.

  8. Click the Condition drop-down and select the condition the value in the field must meet.
  9. If applicable, provide other values.
  10. Click OK.

To include additional query conditions, repeat the steps above. You can select an added query condition and select the Show results matching any condition to include other available conditions.

To modify a data picker, select the data element in the Query Condition block on the right pane, and click Modify.

To remove a data picker, select the data element in the Query Condition block on the right pane, and click Remove.


Last Published Monday, June 3, 2024