Dynamically Updating an Auto-Created Record or Line Item

You can design the source business process (the one that auto-creates new BP records or line items) to update a field on the auto-created record or line item whenever the value of a field changes on the source BP. In operation, the source BP will "push" field value changes to the auto-created BP records or line items.

Note: This feature is not available for planning item records.

To dynamically update auto-created records and line items, you need to use the Reverse Auto-Population feature in the business process design.

To update an auto-created record or line item:

  1. Open the business process containing the creator element that auto-creates the new business process or line item.
  2. Open the form (upper or detail) that contains the creator element.
  3. In the Form Designer window, click the Properties button on the toolbar. The Elements Properties window opens, showing a list of the fields (data elements) on the form.
  4. Highlight the field you want to update the auto-created business process or line item and click the Reverse Auto-Populate button. The Reverse Auto Populate window opens. The Source Element shows the field on this form that will update the field on the auto-created form. When this field value changes in Unifier, it triggers the update of the Destination Element.
  5. In the Destination Name field, choose the name of the business process or line item that will be auto-created by the creator element on this form.

    This field creates the link between the source business process and the auto-created business process or line item created by the creator element.

  6. In the Destination Element field, click the Select button and choose the name of the data element you want to be updated on the auto-created business process p or line item.

    In operation, when you enter the Destination Name, uDesigner checks the integration interface you created for the form you want to update. It locates any fields with data definitions that match those of the Source Element and displays them when you click the Select button.

  7. Click OK, then click Close on the Elements Properties window.
  8. On the Form Designer window, click Save, then click Close Window.

Last Published Monday, June 3, 2024