Linking Elements from Other Forms to a Planning Item

While working with planning items, users often need access to the latest information from other Unifier components. For example, users might need information about the shell under which the planning item resides, or information about a schedule activity that is involved in this planning item. You can link elements from the Shell attribute form or the schedule activity form to a planning item form so that the planning item form will always show the current value for these elements from other forms.

By linking elements, you can create a dynamic connection from a field on the following forms to a field on the planning item:

At runtime, the field on the planning item form you are designing will automatically display the current value of the field you link to on these forms.

Linking elements is a two-part process. First, you must specify the elements on the shell attribute form, single-record BP, configurable manager attribute form, or schedule activity that can be linked. (See For a Code and Records-based Manager, For the Schedule Manager, For the Shell Manager, and the Adding Link Elements to a Form.) Then you place those elements on the planning item form using the Linked button on the Form Designer window as follows.

To link elements from another form to a planning item:

  1. Open the planning item detail form you want to link.
  2. Open the upper form in the Form Designer window.
  3. On the Form Designer window, highlight an empty cell and click the Linked button on the toolbar. The Linked Data Element Picker window opens, showing a list of the fields that you chose for linking when you started the design.
  4. From the list of data elements, select the field(s) that you want to link to this form and click OK.

    uDesigner links these fields so that the current value of the field you link to always appears on the planning item you are designing.


Last Published Monday, June 3, 2024