Erasing or Resetting Field Values During a Workflow

At some point in a workflow, you might want to force users to re-enter data into a field; for example, if a form is rejected and returned to a previous step, where the user must enter new data in the field in order for the form to be approved. Or, you might want a field to return to a default value whenever a step is revisited in the workflow. In such cases, you can erase, or reset the field when it arrives at the next step so that either the user must re-enter the data, or Unifier must recalculate the field. (If a formula field is dependent on the reset value, then the system recalculates the formula.)

This feature applies only to required upper form fields in BPs with workflows and is applicable for the following Data Element (DE) types:

Text
Pull-down
Radio button
Check box fields
Hidden blocks
Date Picker (Only non-uuu date pickers)
Date Only Picker (Only non uuu-date only pickers)
Data Picker (all types)
User Picker

You cannot use the above DE types for the following:

Read-only fields
System elements such as due_date, creator_id, and "uuu" elements, except if the DE is of Custom type
SYS type data definition, except if the Data Definition (DD) is of SYS string data type
Note: If you use this feature, be aware that the field will be erased or reset at each step of the workflow in which it is used. For those steps in which you want the value of the field to "stick," use another action form where the field is not set to Reset.

To erase or reset a field value:

Open the form that contains the field you want to erase or reset. The Form Designer window opens.
Click the Properties button on the toolbar. The Elements Properties window opens showing a list of the fields (data elements) on the form.
Select the field(s) you want to erase or reset.
Click the Reset button.

Last Published Monday, June 3, 2024