Document Type

Document business processes are document-type BPs commonly used as "envelopes" to package a set of files—such as spreadsheets, drawings, and design documentation—that flow from one group to another. An example is a Transmittal. Unifier users have the option of having each file attachment be a separate line item, which allows additional functionality such as line item status modification. (Line item functionality is activated by creating a detail form for the BP.)

There are two sub-types of document BPs: With Folder Structure, allowing users to attach and organize documents and folders and maintain a folder structure; and Without Folder Structure, allowing attachments as a flat list only.

Note: For document-type business processes With Folder Structure, you can specify that a configured folder path be appended to the folder structure. This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form, and the selection of the Append Line Items Folder Structure to AutoPublish Path option. See Designing an Upper Form for details.

Design Requirements for Document Business Processes

For these business processes to work effectively, you will need to create the following components in uDesigner:

Design Flow

The following table outlines the design steps necessary to create a document business process.

1. Create a data structure (if necessary)

This structure will include the data elements to be used on the forms. (If the data structure has not been created, see the instructions beginning with Creating a Data Structure.)

2. Launch the design

This step initializes the design process for the BP. See Starting a New Design (Edit Studio).

3. Create an upper form

See the instructions beginning with Designing an Upper Form.

4. Create a detail form

See the instructions beginning with Designing Detail Form.

If users should be able to reserve this document record, these fields are mandatory:

  • Short description (short_desc)
  • Allow item to be reserved (uuu_rsv_reservable)
  • Allow over-booking (uuu_rsv_overbook)

5. Create a line items list

See Adding an Item Log to a Detail Form.

6. Create a workflow (if necessary)

See the instructions beginning with Starting a Workflow.

7. Create a log

See Designing a Business Process Log (Standard or Picker).


Last Published Monday, June 3, 2024