How Data Pickers Work With Configurable Managers

Data pickers work in several ways with Code and Records-based configurable managers.

To select records from the same class across shells:

Data pickers can aid users in picking business process records from the same manager class across shells.

By creating a data picker for a manager class, and placing it on a business process detail form, you can allow users to pick records of a class from across shells. When you create the data picker definition, you will link the data definition to a specific class. Then, from the definition that is linked to a class, you can create data pickers to place on business process forms.

To enable value rollups to Configurable Managers:

A manager picker is necessary on any form containing data you want to roll up to the manager sheet. The manager picker is the field that implements the rollup. Therefore, to implement cost and quantity rollups to a manager sheet, you need to link the manager picker to a data picker on the same form. After you establish this connection, business processes can roll up quantity information and line item costs from the data picker, via the manager picker, to the manager sheet.

For instructions on connecting pickers using a formula, see Adding Formulas to Fields.

For the manager sheet, rollup data can come only from the following business processes.

At project/shell level:

At the company level:

In formulas

You can use a data picker element in a string formula to create part of a manager code or a manager navigation code.

For auto-population

You can auto-populate data elements on business process forms across shells from a data picker. You can also populate a data picker from:

For reverse auto-population

You can design reverse auto-population from a data picker back to a configurable manager class record at the project/shell or company level.

During the reverse-auto-population operation, Unifier will verify that the value is valid on the destination form; that is, that the user can manually launch the data picker on the destination form and select the same value. To verify this, the system will run the query for the data picker on the destination form.


Last Published Monday, June 3, 2024