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Creating a Data Picker Definition

Use data picker definitions for designing data picker elements to:

• Work with specific business processes, shells, planning item types and configurable manager classes that function across a shell hierarchy. For more information about data pickers, see About Data Pickers.
• Create user pickers that can be auto-populated and updated using reverse auto-population. For information about these data pickers, see About User Data Pickers.

To create a data picker definition:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click Data Structure Setup > Data Definitions > Data Picker.
3. Click the New button. The Create New Data Definition window opens.
4. In the Name field, enter a unique name for the definition.
   • The name can include alphanumeric characters, spaces, dashes, and underlines.
   • The name will be case-sensitive.
   • The name cannot begin with a prefix reserved by Unifier: SYS or UUU.
   • The name cannot include the word "picker."
5. In the Category field, click Select and choose the component you are creating this picker definition for:
   • A business process
   • The Shell Manager
   • The Planning Manager
   • A configurable manager (listed by name)
   • User attributes
   • The Resource Manager

     Note: The role data picker is only available for use on the Resource Assignment form in the Schedule Manager. It is used to calculate the role rate based on the exchange rate. If hard booked resources are allocated, the total cost = (role rate) x (currency rate) x (quantity.) If the resources are not allocated, the total cost is manual entry (from a formula). Roles displayed in the role data picker will be the complete list of company roles that are set up in Unifier (Admin mode.) For more information, refer to the Unifier General Administration Guide.

   This ties the data picker to a specific business process, configurable manager, planning item, shell, or user attribute form. After you have created this data definition, you can build multiple data picker elements to use on that business process, manager, shell, or user.

6. In the Data Source field, select the source the picker information should come from .
   • For a business process category, choose the business process the data should come from (list will not include single-record BPs).
   • For a configurable manager, choose the class the data should come from.
   • For the Shell Manager, choose the shell the data should come from.
   • For the Planning Manager, choose the planning item type the data should come from.
   • For a User Picker data definition, Unifier will automatically populate the data source field with "New User."
   • For a role data picker, choose Role Attributes.
7. In the Display Element field, select the element (field) whose value should appear on the data picker list.

   The list will show only string-type data elements and will not show linked data elements or standard elements.

   The Data Element field will show the label of that field.

8. Click OK.

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Last Published Monday, June 3, 2024