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For Modifying Line Items (Bidder)

Applicable to bidder line items in an RFB type business process (both private and public bids), since a created bid, or a revised bid, can have multiple line items and those line items can have information, or updates, instead of creating, or updating, each line item manually (from Grid View or Form View), Unifier allows the bidder to update the fields in the multiple line items, or to add attachments, by using a CSV template to import the updated line items into the bid request. As a result, at runtime, the user can use the Export and Import options in order to export and import multiple line items.

This feature enables the bidder to create or update line items in bulk using CSV import during the creation or update of their bids. There will be an additional Export and Import options available in bid request record when creating or revising bid.

The Export option has two sub-options:

• Export Line Item Template

  Use to export the CSV template with all the data elements that are in bidder detail form.

• Export All Line Items

In this scenario:

• The existing bid line items are those line items that are received from a requestor, and the line items that are saved by bidder.
• A new bid line items are those line items that are newly created by the bidder.

This is related to the Bidder: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF). Go to the Company Workspace > Admin mode > uDesigner > Business Processes > open RFB BP> Bidder > Upper Forms > select form > Properties > Options tab. See Request for Bid-type (RFB-type) BP Upper Forms (Bidder: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF)) for fields.

Line Items block

Left pane

Names of the line items.

Right pane:

• Allow Add/Remove/Copy line items
  • Allow attachments to line items
• Allow modifying line items
  • Allow attachments to the saved line items

Prior to upgrading to the Unifier 20.9 release:

• If the Allow attachments to line items and the Allow modifying line items only were checked, then from the 20.9 release the application will automatically check and enable the Allow attachments to the saved line items.
• If the Allow attachments to line items was checked and the Allow modifying line items only was not checked, then from the 20.9 release the application will automatically deselect and disable the Allow attachments to the saved line items.
• If the Allow attachments to line items was not checked and the Allow modifying line items only was checked, then from the 20.9 release the application will automatically uncheck and enable the Allow attachments to the saved line items.
• If the Allow attachments to line items was not checked and the Allow modifying line items only was not checked, then from the 20.9 release the application will automatically uncheck and disable the Allow attachments to the saved line items.

  Note: The above applies to the published RFB designs.

If you do not check the Allow modifying line items, then the Allow attachments to the saved line items will be unchecked and disabled. The Allow attachments to the saved line items will be enabled only when the Allow modifying line items is checked.

When you select the Allow attachments to the saved line items option, the user will be able to add, revise, or remove attachments (when updating the line items both from the user interface or CSV import).

When the Allow attachments to line items option (under the Allow Add/Remove/Copy line items option) is checked, the user can add attachments to both:

• The new line items created by the bidder.
• The existing line items coming from requestor.

  Notes:

  • After the upgrade to 20.9, the bidders can add, revise, or remove attachments only when the Allow attachments to the saved line items option is selected.
  • Unifier does not support the inclusion of the image picker field in the CSV import.

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Last Published Monday, June 3, 2024