Configure Unique Values for a Data Element
To configure unique values for a data element in the design of a business process:
- Go to the Company Workspace tab, and switch to Admin mode.
- In the left Navigator, select uDesigner, and then select Business Processes.
- In the Designer - Business Processes log (right pane), select a business process, and select Open. For example, select the Budget Items BP.
- From the Open menu (
) , select Data Elements.
- In the Data Elements Configuration window, select the Unique tab, and then select Add.
- In the Select Data Element with Unique Value window, specify the following information:
- From the Data Element drop-down list, select a data element to configure for unique values.
- Set the level for evaluating the uniqueness of the data element value. Choices include:
- Company: Select this option to enforce unique values in the selected data elements on all records in the entire company.
- Project/Shell: Select this option to enforce unique values across all records in the current project/shell.
- Tab: Select this option to enforce unique values for a line-item field in the current tab. After deploying the business process, existing records will not be impacted or checked unless the record is edited and line-items are added or edited.
- Select OK.
- Select Apply, and then select OK.
Related Topics
Modify Unique Values for a Data Element
Remove Unique Values for a Data Element
Last Published Tuesday, October 14, 2025