Designing an Upper Form

An upper form is the upper portion of a business process form. The upper form contains the basic information that the form is managing, such as the name of a record and its description, who created the record and when, and so on. The upper form also contains general data entry, informational, or reference fields for the business process form.

For certain business process types, the upper form can also show a consolidation of the line items from a detail form.

Note: You can define validation rules on an upper or detail forms; however, when you want to set validation rules for the Currency Amount or Decimal Amount data elements, Oracle recommends that you use conditions such as data element less than 0.001 (or greater than -0.001) instead of using zero, in the validation rule definition. The conditions such as the data element equal to zero can be set on the Integer type data elements.

To design an upper form:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes.
  3. Open the business process for which you want to create the upper form.
  4. In the left Navigator, click Upper Forms. The Forms log or pane opens.
  5. On the Forms pane, click the New menu option and choose Manual. The Form Design window opens showing the General tab and Options tab.

    You can design an upper form by way of selecting the other options listed in the New menu option and:

    • Creating an upper form from a copy of another business process form.

      To do so, click New > Copy From to open the BP Upper Forms window. Select a BP that you want to copy its upper form, from the list, and click Copy menu option.

      • In the General tab, enter a valid upper form name in the Name field, provide a brief description, and specify whether this will be an action form (Action Form) or a read-only view form (View Form).
      • In the Options tab, select the required actions and click OK after you finish selecting the options for Attachments to overall record, Source, Publish to Document Manager, Document Manager Attributes, and Additional fields. You can see your copied upper form on the Forms pane.
    • Creating an upper form from a snapshot of another form in the business process.

      To do so, click New > From Snapshot to open the Select Snapshot window. Select a BP snapshot that you want to copy its upper form, from the list, and click Open menu option. In the General tab, enter a valid upper form name in the Name field, provide a brief description, and specify whether this will be an action form (Action Form) or a read-only view form (View Form). For more information about snapshot, see Restoring a Version of a Design.

  6. On the General tab, enter a name (required field) and description for the new upper form.
  7. Specify whether this will be an action form (Action Form) or a read-only view form (View Form).
  8. Click the Options tab.

    This tab displays different options, depending on the form you are creating and whether it is a view form or an action form. For more information, see the Upper Form Options topic and subtopics.

    For view forms, the Options tab appears only on line item type and cost type BPs.

  9. Use the following information to complete the Options tab and click OK when finished.

uDesigner displays the name of the form on the Forms pane. To complete the form, use the instructions in the following sections:

If the Options tab shows the following fields, proceed to select the check boxes as described for each field, below:

Allow linking Mailbox

Select the check box if you want the user to link Mailbox messages to the form.

Attachment Source

Add attachments or line items from the Unifier Document Manager, or from the user's local machine.

Attachments to overall record

Comments

Funding Options

Send bid invitations and allow bid receipt

If this is an RFB, use this feature on the Requestor form you create for the workflow step that makes the form available to bidders. This field should appear on the Requestor action form only; not the Bidder action form. See Request for Bid-type (RFB-type) BP Upper Forms.

Use Master Vendor list filtered at Project level

If you have designed a BP that filters the company's vendor list (Master Vendor List/Vendor Master List) into a subset of vendors, you can use this feature on the Requestor form. This option bypasses the company's master vendor list and uses the project vendor list instead.

Note: For an RFB that goes out for public bidding, Unifier will ignore this option and use the company's master vendor list.

Do not allow viewing received bids

Use this option to:

Line Items

Note: For some line-item type BPs, the line items can be grouped under multiple tabs. To specify the options for the line items under each tab, click the name of the tab on the left and specify the options on the right.

If the tab should be hidden (for example, if the user should not see the tab at a particular step in the workflow), select the Hide current tab check box.

The following sections explain the specific selections.

In This Section

For Document Business Processes

For Line Item Business Processes

For Cost Business Processes

For Base Commits and Change Commits Business Processes (SPA of SOV Type)

For Payment Application Business Processes

For Payment Application Business Processes: Line Items with CBS Code

For Request for Bid (RFB) Business Processes

For Schedule Business Processes

For Resource Bookings and Time Sheet Business Processes

For Lease Business Processes

For Project/Shell Creation Business Processes

For Modifying Line Items

For Modifying Line Items (Bidder)


Last Published Monday, June 3, 2024