How Data Pickers Work with Shells
Data pickers are especially useful for auto-creating business processes across a shell hierarchy. A data picker can link to a shell picker to display only the shells you specify, which helps to prevent users from choosing the wrong shell for auto-creation. You can create a data picker for each shell type (such as buildings, regions, or properties). In operation on a business process form, a BP Creator element on the form will then know which shell to auto-create the new business process in.
If the newly created business process has the same data picker configuration as the creator step or form, then the value in the data picker will be copied over to the new record. If the data picker configurations differ, the value will not be copied. For example, business process A in shell Building 100 creates business process B. On business process A, the data picker is configured to show shell Building 100. However, if the data picker on business process B is configured to a different shell, the data picker value will not be copied over.
Data pickers support both S step (workflow) and BP Creator types of auto-creation.
To facilitate auto-creation, you need to use uDesigner's formula feature to create a link between the data picker and the appropriate shell. For instructions on linking the data picker to a shell, see Adding Formulas to Fields.
To select records from across shells:
Data pickers allow users to pick business process records across shells. When you create the data definition for each picker, you link it to a specific shell type. When placed on a business process form, the picker will show the business process records across the shell hierarchy.
Using linked elements for the picker log
If you are using linked elements in your shell hierarchies, you can use the linked element(s) as part of the tree structure in an advanced log to group the records under a navigation node. Thereafter, if the hierarchy is reorganized, the tree structure will automatically reflect the reorganization for the data picker(s) or reverse auto-population.
Last Published Monday, June 3, 2024