Supported Data Element Sources for Business Processes

When you are in the process of creating a data source for visualizations, the following sources are supported for each business process in the Data Elements: Select Data Elements for the Data Source section .

Supported Business Process

Sources for Selecting Data Elements Include...

Simple BP

  • Main Form
  • Workflow
  • Reference Pickers: BP Picker, Activity Picker, BP Data Picker, User Data picker, Shell Data Picker, and Line item Data Pickers
  • Attachments
  • Comments
  • Markups
  • Shell
  • Company
  • BP creators
  • All the pickers and BP creators and its reference pickers, and so on

Refer to the UDR sources for Simple BPs to get exact sources shown in data elements.

Shell Information

  • Shell Information
  • Company
  • Shell
  • Shell/<Shell Type>
  • Shell/ <Single record BP name>
  • Shell/ <Shell Type> /<Reference Pickers like BP Picker, BP Data picker, Shell data pickers, user data pickers, Activity Pickers and so on>
  • Company
  • Shell/<Shell hierarchy>/<shell type>
  • Shell/<Shell hierarchy>/<shell type>/ <Reference Pickers like BP Picker, BP Data picker, Shell data pickers, user data pickers, Activity Pickers, and so on>

Refer to the UDR sources for Shell Information data type to get exact sources shown in data elements.

Cost Business Process (Lineitem with CBS Code) - Generic classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency

Note: Refer to the UDR for the entire sources list.

Cost Business Process (Lineitem with CBS Code) - Transfer Classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency
  • Change commit with a reference commit Upper Form as source
  • Relevant SOV Sheet sources for the selected contract
  • QBT Upper Form record level data elements
  • BP Data Pickers
  • Line item data pickers
  • Activity pickers

Note: Refer to the UDR for entire sources list.

Cost Business Process (Lineitem with CBS Code) - Base Commit Classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency
  • Change commit with a reference commit Upper Form as source
  • Relevant SOV Sheet sources for the selected contract
  • QBT Upper Form record level data elements
  • BP Data Pickers
  • Line item data pickers
  • Activity pickers

Note: Refer to the UDR for entire sources list.

Cost Business Process (Lineitem with CBS Code) - Change Commit Classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency
  • Change commit with a reference commit Upper Form as source
  • Relevant SOV Sheet sources for the selected contract
  • QBT Upper Form record level data elements
  • BP Data Pickers
  • Line item data pickers
  • Activity pickers

Note: Refer to the UDR for entire sources list.

Cost Business Process (Lineitem with CBS Code) - General Spends Classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency
  • Reference commit Upper Form as source
  • QBT Upper Form record level data elements
  • BP Data Pickers
  • Line item data pickers
  • Activity pickers

Cost Business Process (Lineitem with CBS Code) - Payment Applications Classification

  • Upper Form
  • Line items
  • Attachments
  • Comments
  • Linked records
  • Shell
  • Company
  • Workflow
  • CBS attributes
  • CBS Code related sources cost sheet
  • CBS Code related sources in base currency
  • CBS Code related sources in shell currency
  • Reference Commit sources
  • All data pickers data sources
  • All relevant SOV data sources

Related Topics

Appendix

How Data Caching Works in Unifier

Supported Functions for Calculated Elements

Supported Conditions for Data Types



Last Published Friday, October 17, 2025