How Data Pickers Work With the Planning Manager

Data pickers work in several ways with the Planning Manager.

To select records from the same planning type across shells:

Data pickers can aid users in picking records from the same planning type across shells.

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

Using linked elements for the picker log

If you are using linked elements on your planning types, 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.

For auto-population

You can auto-populate data elements on business process and shell forms from a planning item data picker. You can also populate a planning item data picker from:

For reverse auto-population

You can design reverse auto-population from a data picker back to a planning item type record at the project/shell or company level. Or, you can design reverse auto-population from a business process back to a planning item attribute form.

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